Market Moves
At Last, Long-Awaited Inflection Point for IPOs Seems to Be Here
After a lean season, a bevy of excitement-generating deals is in the pipeline, headed by Instacart.
Tag: Morningstar
Asset Allocation
Offices Aren’t the Most Threatened Real Estate Sector—Apartments Are
Morningstar says multi-family’s finances are even more precarious.
News
Direct Indexing Grows, but Plans Don’t Vary Much, Morningstar Says
Wall Street firms trot out their own versions or buy smaller providers to meet demand.
Research
Public Funds Are Among Strongest Backers of ESG Resolutions
State and local pension funds favor environmental, social and governance shareholder resolutions at higher rates than do general shareholders, Morningstar research shows.
Newsmakers
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.’
Asset Allocation
Inflows Boost Liquid Alts in a Troubled 2022
After lagging during the stock bull market, the asset class now scores decent returns, says Morningstar.
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
Asset Allocation
Crypto: Not So Uncorrelated After All, Says Morningstar
Bitcoin and other virtual currencies hew more closely to stocks in downdrafts, a study finds.
Asset Allocation
CITs Help Boost Target-Date Strategies to Record Growth in 2021
Collective investment trusts are on pace to overtake mutual funds as the most popular target-date vehicle.
Newsmakers
Sustainable Funds See Record-Breaking Year in 2021
ESG funds attracted nearly $70 billion in net flows last year, a 35% increase from 2020.
Research
Investors Paid Lowest Fund Fees Ever in 2020, Study Finds
Morningstar research also says fees are ‘a reliable predictor of future returns.’
Research
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.
Asset Management Culture
Pandemic Creates Watershed Moment for Sustainable Investing
Sustainalytics Founder Michael Jantzi says COVID-19 has been a catalyst for ESG investing.