professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Morningstar

Offshore Investment

New global fund rating system from Morningstar/OBSR

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.

clock 29 September 2011 •

ETFs

UBS losses were down to the person, not the instrument

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

clock 19 September 2011 •

Equities

Fund groups urge IMA to follow Morningstar lead on AR sectors

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.

clock 05 September 2011 •

ETFs

Seeing is believing: ETFs and transparency

Emma Cusworth looks at the virtuous cycle of ETF transparency and looks at what the introduction of MiFID II will bring to the market

clock 02 September 2011 • 8 min read

Investment

Morningstar scraps absolute return category

Morningstar has ditched the absolute return category from its sector classifications, saying too many funds in the space have failed to produce a positive return.

clock 30 August 2011 •

Investment

Fitch targets IFAs for UK fund ratings service

Fitch Ratings, the US fund rating service, is to launch a fund rating service covering UK funds as part of a new offering aimed at IFAs and wealth managers.

clock 08 August 2011 •

ETFs

Morningstar calls for greater transparency

Synthetic ETFs have grown ever more complex in how they are structured and in the underlying exposures the funds aim to achieve. All of which has caused these investment products to be subjected to increasing levels of scrutiny.

clock 25 July 2011 •

Technology

Study dissects the best (and worst) financial planning tools

A study assessing the strengths and weaknesses of a range of financial planning tools available to advisers has been published.

clock 15 July 2011 •

ETFs

ETPs: Core portfolio building blocks, tactical tools

Ben Johnson, director of ETP Research at Morningstar looks at the investment opportunities provided by Exchange Traded Products

clock 07 July 2011 •

ETFs

Restricted investment for Indian market ETFs

Paul Burgin looks at the Indian ETF market, where despite high demand, there are many limitations to investing there

clock 07 July 2011 • 7 min read
242526
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=morningstar