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Morningstar

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

Investment

Your mid-year portfolio check-up in five easy steps

Morningstar's Christine Benz & Holly Cook outline a disciplined process to help you tune out the scary news flow.

clock 05 July 2011 •

Specialist

Revealed: OBSR's top special situation funds

The term special situations is often used in the naming of funds, but it is not a generic term, encompassing a one-size-fits-all approach with respect to the management of these funds.

clock 09 June 2011 •

ETFs

ETFs - avoiding the CDO wasteland

Regulators are comparing ETFs with collateralised debt obligations, but do the two products share any common ground? Helen Fowler reports

clock 02 June 2011 •
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