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Morningstar launches Exchange-Traded Product analyst research

Morningstar has launched in-depth analyst reports focused on the largest individual exchange-traded products (ETPs) in Europe.

The reports aim to support investors in their selection of ETPs by assessing six core elements:

• Suitability for an investor’s portfolio

• Fundamental View of the macroeconomic fundamentals affecting performance

• Index Construction and its underlying nuances

• Product Construction to consider how the ETP is built to replicate or otherwise imitate the performance of its reference index or asset

• Fees including the all-in expense ratio and how expenses compare to peers

• Alternatives to identify other investment products within the relevant peer group

Morningstar currently publishes analyst reports on 135 ETPs and plans to grow this number to the 200 largest ETPs by assets under management in the coming months.

Morningstar’s Director of European ETP Research, Ben Johnson, comments:

“Our objective is to provide distilled due diligence on the 200 largest and most relevant exchange-traded products in Europe to help investors make more informed decisions about their use of these emerging investment vehicles. The reports are designed to offer deep but succinct analysis that will enable investors to make comparisons between offerings based on any of the six core elements of the research. Importantly, this includes total product expense information and portfolio suitability. We believe these analyst reports represent one of the first of their kind in the European ETP market.”