Environmental funds are blaming poor data on holding companies for their inability to report on environmental impact as the industry’s methodology for measuring green credentials throws up mixed results.
Neil Woodford’s flagship Equity Income fund has faced a fresh blow as Morningstar reveals it has downgraded the strategy on concerns about capacity.
Morningstar is to change its sustainability ratings methodology, which allows investors to evaluate funds based on the sustainability profile of their underlying holdings, by the end of the year.
UK wealth managers are increasing their use of sector ETFs as they seek a wider dispersion of returns and a more granular approach to asset allocation, according to research from SPDR ETF.
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
Long term investors should seek out some often overlooked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
Morningstar has launched a unit for advisers and financial institutions to outsource fund selection and asset allocation in a “post-Mifid II world”.
Active bonds suffered €7bn in outflows along with active commodities and convertibles, hitting Europe’s asset management industry hard in February.
Strong gains in US equity markets over the past year have encouraged investors to target the asset class in 2018, but while most prefer large cap funds it’s the small caps that have generated the better returns.
More than £1bn of retail money flowed into ethical funds in 2017, representing the highest annual level of sales for this type of fund ever, but the sector’s progression is stifled by an identity crisis.
UK fund sales hit a record level in 2017, buoyed by £14.3bn flowing into fixed income products.
The net amount of money flowing into the European asset management industry is on course to hit a record level in 2017, thanks in part to strong demand for fixed income products, according to asset flows data compiled by Morningstar.
