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Professional Investors

Articles, products and services for professional investors

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    Professional Investor Articles

    All the latest news and analysis on topics affecting financial advisers and professional investors

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    5 Reasons it Pays to Know Your Flows

    Performance is important, but so too is sentiment. Knowing your flows will tell you all that and more 

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    A Common Language for Sustainability

    The EU Taxonomy Regulation helps investors and policymakers make more informed decisions on ESG issues

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    SFDR Four Months On

    Four months after the implementation of new regulation that asks fund groups to give details on their investments' ESG risks, we look at the landscape

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    4 Questions Risk Models Can Help to Answer

    Models can help investors understand outcomes

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    High Yield Bond Managers are Embracing Risk

    Not all junk bond investing is created equal. Here's why some fund managers are embracing more credit risk

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    Will the SFDR Prevent Greenwashing?

    For the first time, fund managers must provide information about ESG risks and the negative impact of their investments. Could SFDR stop greenwashing?

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    Morningstar Steps Up ESG Coverage

    The second cohort of funds have been assessed under the Morningstar ESG Commitment Level

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    Which Countries Lead on ESG?

    Morningstar's Sustainability atlas assesses the ESG profile of countries across the globe. Which regions are leading and which countries are lagging?

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    How to Compare Climate Aware Funds

    When it comes to sustainable investing, there is more choice for investors than ever before. We look at how climate funds compare, and whether they deliver

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    Morningstar Quantitative Rating Explained

    VIDEO: What is the Morningstar quantitative rating and how can machine-learning help investors in choosing funds? Morningstar's Tim Strauts explains

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    How Our Rating Helps Fund Investors

    New analysis means the Morningstar Quantitative Rating for funds can now help investors better in choosing the best funds for their needs

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    Now, Analysis to go with the MQR

    The MQR Analysis report will help investors understand why a fund is given a specific rating

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    What to Expect From EU Taxonomy Regulation

    VIDEO: The EU's Sustainable Finance Action Plan will introduce a framework to measure the industry's progress towards net zero. Here's what to expect

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    EU Action Plan Policy Updates: What to Expect

    The EU's SFDR came into effect in March, raising the bar for financial products seeking to promote ESG credentials

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    Diversity in Asset Management

    In February 2021, we conducted a global survey to review the DEI (Diversity Equity and Inclusion) rules and best practices in the asset management industry. Here are the key findings

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    How the EU is Helping Investors Navigate ESG

    The EU's latest regulation is the most extensive work so far in helping investors to navigate the fast-growing choice of ESG and sustainable investment products

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    What's Coming Up for Investors This Year?

    There's plenty going on in the investment world this year. Morningstar's Andy Pettit looks at regulation, value assessment reports, tax changes and ESG

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    How ESG Screening Helps With Investment Decisions

    Inflows into sustainable funds are on the rise globally and ESG considerations are becoming a standard part of every investment decision. Here's how screening can help investors make decisions

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    Bringing ESG Into Focus

    Morningstar has launched the ESG Commitment Level tool to help investors assess the commitment of funds and asset managers to ESG factors. Here's a look at how it works

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    Key Themes for ESG Investing This Year

    What’s on the horizon for sustainable investing this year? Find out what key trends are likely to impact the ESG space in 2021 and what it might mean for you.

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    How Fund Fees are Falling

    European investors are paying less in fees, on average, than ever before. How is that affecting their investment choices?

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    How Markets Around the World Stack Up

    Morningstar’s analysis of global disclosure structures highlights the importance of transparency around investments and incremental improvements

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    How to Benchmark a Multi-Asset Fund

    It can be difficult to judge the performance of multi-asset funds, says Dan Lefkovitz, but Morningstar Target Allocation Indexes aim to set a standard

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    ESG Investing - How to Navigate the Jargon

    Many people would like to consider ESG factors when investing but don't know where to start, and the lack of clarity about terms doesn't help

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    Could Baby Bonds Get Kids Saving?

    Child trust funds and Junior Isas were designed to build savings pots for your people. But could Baby Bonds be the way to close the wealth gap?

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    Financial Planning Post-Covid

    The Covid-19 pandemic has flipped many people's retirement plan on its head. It’s time to rethink what our financial goals can and should look like

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    Does my Fund Invest in Derivatives?

    VIDEO: New tools on Morningstar's fund view will allow investors to delve deeper into funds to work out exactly where their money is being invested

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    How Asset Managers are Embracing ESG

    Appetite for ESG investing is growing, but it's often still difficult for investors to determine exactly what a sustainable fund does. Could tighter regulation help?

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    How Advisers Can Discuss ESG With Clients

    Research shows that investors can incorporate their ESG preferences and also earn strong returns. Advisers must learn to talk about ESG if they want to help these clients

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    Are Funds Good Value?

    VIDEO: Morningstar's director of policy research, Andy Pettit looks at what the latest fund value assessment reports mean for investors, especially in relation to fees

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    Morningstar Direct

    Morningstar Direct is an investment analysis platform built for asset management and financial services professionals. Turn your investing vision into action.

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    Data Feeds

    The data you need in one place. See how Morningstar's data feeds can help you help investors build a better financial future.

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    Morningstar Research

    Get Morningstar Research through our analysis platforms and other ways that integrate with the way you work.

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    4 Key Questions for IFAs

    Financial advisers are guiding investors through the worst market meltdown in decades. So what are some of the most commonly asked questions by IFA clients at the moment?

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    Why Brexit Still Matters for Fund Investors

    UK investors continue to enjoy a wide choice of EU funds despite Brexit, but regulators are working on what happens when the transitional period ends in 2021

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    5 Things to Know About Regulation

    Morningstar's latest Global Investor Experience study compares how regulation and taxation policies impact the investor experience across 26 different markets

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    Managed Portfolios

    Using Morningstar Managed Portfolios , you can deliver professional portfolio management and tools to investors that help them stay on track to meet their goals. Our investment management and support teams are ready to keep you up-to-date on our latest thinking.

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    ESG investing

    Stand out in front of investing trends. Address changing investor preferences by considering sustainable investing factors when considering or creating investments.

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    Morningstar Indexes

    We draw on our independent research ecosystem to inspire new Morningstar Indexes and drive outcomes that investors value.

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    European Green Deal Marches Forward

    The coronavirus and Brexit negotations haven't knocked off course the European Commission's plans to push forward with its Sustainable Finance Action Plan

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    How Fund Value Reports are Helping Investors

    The first batch UK fund “assessment of value” statements may be uninspiring, but they are unlocking new value for investors