Asset Allocation
Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
Tag: Morningstar
Regulation
Investor Groups Petition SEC to Cut 13F Reporting Timeline to 5 Days
Information is out of date under the current 45-day timeline, per the NYSE and two investment professional groups.
Research
Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
Risk
Allocators’ Biggest Worries? Finding the Best Data and Tools—and ESG
Macro concerns like wars also loom large for them, a Morningstar survey finds.
Asset Allocation
Why Consider AI Stocks, What to Be Aware of, per Morningstar
Risks and opportunities exist in machine learning for investors who want exposure.
Most Asset Owners Seek to Implement ESG Strategy, Says Morningstar
The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
Market Moves
At Last, Long-Awaited Inflection Point for IPOs Seems to Be Here
After a lean season, a bevy of excitement-generating deals is in the pipeline, headed by Instacart.
Asset Allocation
Offices Aren’t the Most Threatened Real Estate Sector—Apartments Are
Morningstar says multi-family’s finances are even more precarious.
News
Direct Indexing Grows, but Plans Don’t Vary Much, Morningstar Says
Wall Street firms trot out their own versions or buy smaller providers to meet demand.
Research
Public Funds Are Among Strongest Backers of ESG Resolutions
State and local pension funds favor environmental, social and governance shareholder resolutions at higher rates than do general shareholders, Morningstar research shows.
Newsmakers
Governor Moves to Bar Florida SBA From ESG Investing
Although the state's funds are hardly a hotbed of climate activism, DeSantis joins other GOP pols in opposing ‘woke capital.’
Asset Allocation
Inflows Boost Liquid Alts in a Troubled 2022
After lagging during the stock bull market, the asset class now scores decent returns, says Morningstar.
Asset Allocation
New Champs: Index Funds Edge Past Actives in Stock Market Share
Better performance and lower fees lead to switch. Demographics, too.
Asset Allocation
Crypto: Not So Uncorrelated After All, Says Morningstar
Bitcoin and other virtual currencies hew more closely to stocks in downdrafts, a study finds.
Asset Allocation
CITs Help Boost Target-Date Strategies to Record Growth in 2021
Collective investment trusts are on pace to overtake mutual funds as the most popular target-date vehicle.