Morningstar
Investment | 24 Aug 17
End the fixed fee ‘gravy train’, says Morningstar’s Ptak
The time has come to offer investors a fairer deal and drop the fixed fees set by funds and replace them with performance-based charging, Morningstar’s head of global manager research Jeffrey Ptak has said.
Emerging Markets | 23 Aug 17
Strong EM passive fund inflows pressure active fees
As passive products increase their market share among emerging market funds, active fund managers must outperform to justify their fees, argues a report by Cerulli Associates.
Zurich International unveils target date fund range
Pension provider Zurich International has introduced a range of dollar-denominated target date funds (TDFs) aimed at gradually reducing the risk investors are exposed to as they approach retirement.
Multi Asset | 31 Jul 17
Global asset allocation strategies are ‘no silver bullet’
While it’s no secret that passive, low-cost products are relentlessly increasing their market share, investors’ hunt for yield has also buoyed sentiment towards flexible and unconstrained mandates, according to Morningstar.
Macro Views | 19 Jul 17
ANALYSIS: Time for active funds to adapt or die
The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.