Morningstar

Number of active portfolios in decline as costs weigh on managed portfolio sector

Funds

Number of active portfolios in decline as costs weigh on managed portfolio sector

Morningstar research

clock 09 September 2024 • 1 min read
Deep Dive: Investors plead patience for enduring ESG growing pains as it 'figures out what it wants to be when it grows up'

ESG

Deep Dive: Investors plead patience for enduring ESG growing pains as it 'figures out what it wants to be when it grows up'

Amid introduction of SDR

clock 30 August 2024 • 4 min read
Morningstar director of manager research departs after 14 years

People moves

Morningstar director of manager research departs after 14 years

Matias Möttölä exits

clock 14 August 2024 • 1 min read
UK-domiciled fixed income funds hit by £1.9bn outflows in June

Funds

UK-domiciled fixed income funds hit by £1.9bn outflows in June

Morningstar UK Asset Flow report

clock 23 July 2024 • 2 min read
Nick Train's £4.2bn Lindsell Train Global Equity process downgraded by Morningstar

Funds

Nick Train's £4.2bn Lindsell Train Global Equity process downgraded by Morningstar

Process downgraded from 'Above Average' to 'Average'

clock 18 July 2024 • 2 min read
GQG Partners appoints Jonathan Miller as client portfolio manager

People moves

GQG Partners appoints Jonathan Miller as client portfolio manager

Ex-Morningstar UK manager research head

clock 12 July 2024 • 1 min read
SDR enthusiasm among industry wanes as label date approaches

Regulation

SDR enthusiasm among industry wanes as label date approaches

Rules come into force in three weeks

clock 09 July 2024 • 3 min read
What the asset management industry wants to see from the UK general election winners

UK

What the asset management industry wants to see from the UK general election winners

Voting 4 July

clock 02 July 2024 • 5 min read
Morningstar downgrades six BlackRock funds over triple manager departure

Funds

Morningstar downgrades six BlackRock funds over triple manager departure

‘Silver’ to ‘Neutral’

clock 26 June 2024 • 1 min read
European ESG fund fees fall further than non-ESG peers over past decade

ESG

European ESG fund fees fall further than non-ESG peers over past decade

Asset-weighted costs of 0.83%

clock 24 June 2024 • 1 min read
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