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Morningstar

ANALYSIS: Tulloch’s departure – Can his team continue his legacy?

Investment | 11 Nov 15

ANALYSIS: Tulloch’s departure – Can his team continue his legacy?

Whenever a high profile fund manager leaves a group, it prompts considerable hand-wringing among investors about whether they should remain invested in their funds.

Morningstar to launch ESG fund scores in Q4

Products | 14 Aug 15

Morningstar to launch ESG fund scores in Q4

Morningstar plans to provide environmental, social and governance ratings for both mutual funds and ETFs by the fourth quarter of the year, it said on Thursday.

Every which way: Global fixed income picks with Morningstar

Products | 12 Aug 15

Every which way: Global fixed income picks with Morningstar

Global bonds have experienced a volatile six months, putting yields under pressure and requiring tactical thinking.

Robo-advisers will struggle to make profit, says Morningstar

Products | 19 May 15

Robo-advisers will struggle to make profit, says Morningstar

Robo-advisory firms will have to eat through all of the capital they raised in order to reach a profitable scale, according to fund research firm Morningstar.

Three US equity funds to look out for

North America | 19 Mar 15

Three US equity funds to look out for

The US was again the standout market in terms of performance in 2014, registering a third straight year of double-digit gains.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.