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.’
Tag: Morningstar
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.
Market Moves
Active Funds Still Are Losers, Malkiel Says
Contrary to current predictions, pandemic-propelled volatility won’t finally let them outshine index portfolios, passive investing’s father argues.
Regulation
Morningstar to Pay $3.5 Million SEC Conflict of Interest Penalty
Analysts conducted both sales and ratings operations, the US securities regulator said.
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.
At Morningstar: Using Factors in Fixed Income Investing Remains Difficult
Equity strategies may not stand up to the complexity of the fixed income markets.