Morningstar

Morningstar has changed its methodology for rating closed-ended funds, with the aim of making it easier for investors to compare risk-adjusted performance against open-ended equivalents.

Managed portfolios which invest primarily in ETFs are continuing to grow as use of ETFs among individuals and institutions becomes more widespread.

A warning system for retail investors using ETFs, similar to that used in the US, could help raise awareness of the nuances of the funds, says a Morningstar research head.

With the expansion of the ETP industry, there has been increased confusion about how each product differs. Trying to pick an ETF among the barrage of products no longer seems as straight-forward. Helen Fowler takes a look at why this confusion has emerged...

An asset manager best known for winning a Sunday Times fantasy fund manager competition before establishing his own investment business has outperformed every one of his peers over the last three months, as markets suffered.

The US ETF market is expected to see significant growth in the coming years, but breaking into this lucrative market is proving to be a challenge, as Emma Cusworth reports

Nick Sudbury looks for safe havens in the government bond sector

Morningstar is set to launch a new colour-coded global analyst rating system for funds and a worldwide uniform approach for global fund research reports.

Ben Johnson, director of ETF European research at Morningstar takes a look at the facts behind the UBS trading loss.

Fund groups have applauded Morningstar's move to scrap its absolute return sector in favour of 18 different alternative investment categories, calling on the IMA to consider a similar move.