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Our Analysis of Orphaned funds in Europe

Best Practice | Asset management Our Analysis of Orphaned funds in Europe

Morningstar

Our Analysis of Orphaned funds in Europe

Funds lying dormant, with tiny assets, are a disservice to investors. The extent to which these “orphaned funds” are prevalent… Continue Reading

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Liquid Alternative Funds: A Challenging Landscape

Best Practice | Asset management Liquid Alternative Funds: A Challenging Landscape

Morningstar

Liquid Alternative Funds: A Challenging Landscape

Open-ended alternative funds, or liquid alts, are one of the European cross-border market’s biggest growth stories of the last decade:… Continue Reading

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Should you go active in Europe equity funds?

Best Practice | Payments Should you go active in Europe equity funds?

Morningstar

Should you go active in Europe equity funds?

We explored this question in our recent study, which analysed the performance of funds across the 12 Europe-Equity Morningstar Categories… Continue Reading

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Morningstar’s ‘Fund Family 100’ European Study

Best Practice | Asset management Morningstar’s ‘Fund Family 100’ European Study

Morningstar

Morningstar’s ‘Fund Family 100’ European Study

In this report, we compare the largest 100 fund families by assets under management through an assessment of their funds… Continue Reading

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Morningstar's Guided Tour of the European ETF Marketplace

Best Practice | Asset management Morningstar's Guided Tour of the European ETF Marketplace

Morningstar

Morningstar's Guided Tour of the European ETF Marketplace

In this publication, we analyse the latest trends in the European exchange-traded fund marketplace and cover aspects such as asset… Continue Reading

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Bringing Transparency Through MiFID II

Best Practice | Behavior detection & predictive analytics Bringing Transparency Through MiFID II

Morningstar

Bringing Transparency Through MiFID II

The January 2018 deadline is quickly approaching for asset managers to calculate and deliver the new fee data required by… Continue Reading

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Adapting Your Advice for MiFID II

Best Practice | Consultants Adapting Your Advice for MiFID II

Morningstar

Adapting Your Advice for MiFID II

Financial firms throughout Europe are rethinking their advice processes as they approach the January 2018 implementation deadline for MiFID II. Continue Reading

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New Regulation Will Drive Down Investment Fees

Other | Asset management New Regulation Will Drive Down Investment Fees

Morningstar

New Regulation Will Drive Down Investment Fees

MiFID II’s unbundling of payments for investment research will prohibit asset managers from receiving research as a ‘free’ added-value service… Continue Reading

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