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Facebook data privacy issue already identified by ESG investment screens
Socially responsible investors typically look at data privacy, an increasingly pertinent issue for companies and businesses.
Morningstar to replace funds in its managed portfolios with nine of its own
New sub-advised funds, offered exclusively through financial advisers, are intended to lower costs and provide 'greater flexibility.'
Which stock sectors are most likely to raise dividends? It matters a lot
Morningstar says technology, financials and health care have ruled, but global telecommunications looks poised to pull ahead.
ETF fans, bulls versus bears, and booth people
Mellody Hobson of Ariel Investments was among the speakers at the conference.
Advisers can learn a lesson from Costco
Investors fare better when they're presented with a few curated, low-cost options.
Some small-caps win in the long term — but which ones?
Value pays off when it comes to investing in small-cap funds.
Morningstar evolving well beyond its origins analyzing mutual funds
Led by CEO Kunal Kapoor, firm is moving way past ratings — and financial advisers are paying close attention.
Target-date-fund fees fall for ninth consecutive year
Nearly 95% of net TDF inflows in 2017 went to passive series, Morningstar says.
Latest version of Morningstar Direct tailored to wealth management pros
Direct for Wealth Management designed to help home offices develop and refine new investment products.
Fund fees head south
Average fee for U.S. mutual funds and ETFs declined by about 8% last year, Morningstar data show.
Investors flee high-yield bond funds and ETFs
Investors flee high-yield bonds as interest rates rise.
Gender of fund manager makes no difference in performance, Morningstar says
A more diverse fund industry would have no effect on investor returns.
Morningstar embraces artificial intelligence for fund ratings
Humans and machines will work together to rate more than 10,000 funds and ETFs.
Morningstar: Fund fees continue to fall
The reductions in fees are modest but continual.
Inside the $700 billion bond empire in Newark
Morningstar award winners' low-for-longer view on rates faces big test.
Infrastructure funds aren’t yet feeling the love
Stocks have lagged amid skepticism about the Trump administration's plan.
Buybacks, CEO pay add up to big costs for shareholders
David Winters says passive investors are rubber-stamping compensation packages.
New adviser credential hones accumulation skills
The American College of Financial Services seeks to help advisers up their value-add to clients.
Not all smart-beta funds are smart
Even funds that appear to target the same factor can look and perform quite differently.
Morningstar-WSJ feud gives CFRA opening to challenge bigger rival’s methodology
Smaller firm makes case for going beyond past performance when evaluating funds.
