Morningstar

Multi-Asset

Morningstar IM launches ESG managed portfolios

Five multi-asset portfolios

clock 01 May 2019 • 1 min read

Markets

UK-domiciled funds suffer £5bn outflows in March as Brexit fears weigh on sentiment

Data from Morningstar Direct

clock 30 April 2019 • 2 min read

ETFs

Morningstar urges investors to look beyond TER when weighing ETF costs

Trading and holding costs

clock 27 February 2019 • 2 min read

Investment

Quarter of investable funds in Europe 'irresponsible' subscale funds

Research from Morningstar

clock 25 February 2019 • 3 min read

Your profession

Three things your clients may call you about this week ...

What made financial headlines over the weekend?

clock 24 February 2019 • 3 min read

Investment

How much does fund size matter?

Smaller funds still packing a punch

clock 15 February 2019 • 4 min read

Regulation

Morningstar praises EU regulators for PRIIPs review

Review to complete by year-end

clock 13 February 2019 • 3 min read

ETFs

Morningstar: What's RDR's impact on active and passive fund fees?

Some passive fees reduced by 50%

clock 22 October 2018 • 3 min read

Equities

Why we're defensive in this market environment

INDUSTRY VOICE: For over a year Morningstar Investment Management has been moving to more defensive positions in its multi-asset portfolios, both across asset classes and within them. Here's an explanation as to why.

clock 17 October 2018 • 4 min read

Multi-manager

John Husselbee: Let's change the performance conversation

'View from the front row'

clock 07 September 2018 • 4 min read