
Tag: Morningstar


Governor Moves to Bar Florida SBA From ESG Investing
Although the state's funds are hardly a hotbed of climate activism, DeSantis joins other GOP pols in opposing ‘woke capital.’

Inflows Boost Liquid Alts in a Troubled 2022
After lagging during the stock bull market, the asset class now scores decent returns, says Morningstar.

New Champs: Index Funds Edge Past Actives in Stock Market Share

Crypto: Not So Uncorrelated After All, Says Morningstar

CITs Help Boost Target-Date Strategies to Record Growth in 2021

Sustainable Funds See Record-Breaking Year in 2021

Investors Paid Lowest Fund Fees Ever in 2020, Study Finds
Morningstar research also says fees are ‘a reliable predictor of future returns.’

Behavioral Biases Can Cause Real Harm to Investors
Morningstar study finds higher bias levels lead to worse financial outcomes.

Tactical Shifts: How Institutional Investors Are Adjusting Asset Mixes Now
Private credit, real estate, emerging markets. Here are the ways CIOs at HOOPP, the James Irvine Foundation, and two others are solving the allocation puzzle.

Index-Besotted Institutions Miss Out on Good Deal: Stock Pickers
Sure, passive beats active hollow overall, but ferreting out the market beaters is worth it. Some pension funds heartily agree, some really don’t.

Pandemic Creates Watershed Moment for Sustainable Investing

Active Funds Still Are Losers, Malkiel Says

Morningstar to Pay $3.5 Million SEC Conflict of Interest Penalty
US Sustainable Fund Investment Soars to Record High in H1 2019
The $8.9 billion in inflows in the first six months smashes 2018’s full-year record.