MICEU: Morningstar CEO on Value Investing, ESG and…

Ollie Smith: Morningstar’s Funding Convention for EU 2022 is off to a flying begin with a keynote handle from our CEO, Kunal Kapoor. He joins me now. Kunal, I simply wished to replicate particularly on one thing that you simply mentioned. You mentioned the world is all the time going by a interval of change. … Read more

10 Best HSAs for Investing in 2022: Morningstar

Begin Slideshow Morningstar’s newest annual panorama research on well being financial savings accounts, launched this week, evaluated 10 outstanding HSA suppliers’ choices as each funding accounts to save lots of for future medical bills and spending accounts to cowl present medical prices. New this yr, buyers added a greatest practices part for particular person contributors … Read more

Luma Financial Technologies Broadens Relationship with Morningstar to Bring Canadian Structured Products Data to Morningstar Advisor Workstation Subscribers

CINCINNATI, OH / ACCESSWIRE / September 29, 2022 / Luma Monetary Applied sciences (“Luma”), an impartial, multi-issuer structured merchandise and annuities platform, introduced they’ve signed an settlement with Morningstar, launching Canadian structured merchandise knowledge inside Morningstar® Advisor WorkstationSM right this moment. “Transparency is the important thing to unlocking suitability and a extra comfy investing expertise … Read more

Morningstar Sustainalytics Announces Strategic Agreement with XDI, a Global Leader in Physical Climate Risk Analysis

Collaboration presents buyers new Bodily Local weather Danger Metrics that may handle bodily local weather dangers and help responding to TCFD reporting requirements TORONTO, Sept. 27, 2022 /PRNewswire/ — Morningstar Sustainalytics, a number one world supplier of ESG analysis, rankings, and information, has established a strategic settlement with XDI, an award-winning world chief in bodily … Read more

Why more investors are eyeing alternative ETFs to try to dampen market volatility

Two-thirds of advisers as we speak are utilizing alternate options – equivalent to infrastructure – to scale back volatility and scale back danger in falling markets.Paul Chiasson/The Canadian Press For ETF buyers in search of stability in a market hammered by rising inflation and rates of interest, various investments are more and more seen as … Read more

Morningstar: Active Investing Fails When the Chips Are Down

Illustration by Elias Stein Textual content measurement The case for lively administration—inventory selecting—holds that funds ought to outperform indexes when markets crumble. Alas, that hasn’t occurred this time. Morningstar analysis discovered that solely 40% of practically 3,000 lively funds outperformed their common passive peer over the 12 months via June. That fee is beneath the … Read more