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Our Analysis of Orphaned funds in Europe

26th June 2019

Funds lying dormant, with tiny assets, are a disservice to investors. The extent to which these “orphaned funds” are prevalent in Europe comes to the fore in our new research paper. Read here: https://www.morningstar.com/en-uk/lp/orphaned-funds?
Liquid Alternative Funds: A Challenging Landscape

26th June 2019

Open-ended alternative funds, or liquid alts, are one of the European cross-border market’s biggest growth stories of the last decade: Liquid funds using hedge fund-type strategies generated tenfold asset growth in that time. But our recent study shows that this rapid growth hasn’t yet given way to maturity. Find out more:...
Should you go active in Europe equity funds?

26th June 2019

We explored this question in our recent study, which analysed the performance of funds across the 12 Europe-Equity Morningstar Categories that span the market-cap and style spectrum. Read here: https://www.morningstar.com/en-uk/lp/european-equity
Morningstar’s ‘Fund Family 100’ European Study

26th June 2019

In this report, we compare the largest 100 fund families by assets under management through an assessment of their funds available for sale across Europe. We show each firm's rank in this list of 100 for those data points that can be ranked. Download here: https://www.morningstar.com/lp/guided-tour-european-etf-marketplace
Morningstar's Guided Tour of the European ETF Marketplace

26th June 2019

In this publication, we analyse the latest trends in the European exchange-traded fund marketplace and cover aspects such as asset growth, product proliferation, regulation and investment stewardship. Download here: https://www.morningstar.com/lp/guided-tour-european-etf-marketplace
Bringing Transparency Through MiFID II

12th July 2017

The January 2018 deadline is quickly approaching for asset managers to calculate and deliver the new fee data required by MiFID II for their investment products. At the same time, advisory firms are determining how to source this data and how they’ll report it to their clients, particularly in pre-sale conversations.
Adapting Your Advice for MiFID II

12th July 2017

Financial firms throughout Europe are rethinking their advice processes as they approach the January 2018 implementation deadline for MiFID II. The directive requires all advisers to make sure that the portfolios and advice they offer are suitable to investors’ needs.
New Regulation Will Drive Down Investment Fees

26th April 2017

MiFID II’s unbundling of payments for investment research will prohibit asset managers from receiving research as a ‘free’ added-value service on the back of commissions paid for broker and investment banking services such as trading and execution. Instead, asset managers will be required to explicitly cover investment research costs from a...