Morningstar Research Inc. – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Wed, 17 Aug 2022 17:20:23 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Morningstar Research Inc. – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 ESG integration category criticized in responses to SEC proposals https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/esg-integration-category-criticized-in-responses-to-sec-proposals/ Wed, 17 Aug 2022 17:20:23 +0000 https://www.investmentexecutive.com/?p=449795 Morningstar and As You Sow said the category could make ESG fund comparisons more difficult for investors

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]]> Sustainable fund performance suffers amid high energy prices https://uat-phoenix.investmentexecutive.com/news/products/sustainable-fund-performance-suffers-amid-high-energy-prices/ Fri, 29 Jul 2022 16:18:21 +0000 https://www.investmentexecutive.com/?p=448810 More than three in four Canadian sustainable equity funds underperformed their category peers in Q2

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]]> Fund investors didn’t head for the exits despite market turmoil, report shows https://uat-phoenix.investmentexecutive.com/news/products/fund-investors-didnt-head-for-the-exits-despite-market-turmoil-report-shows/ Thu, 28 Jul 2022 14:18:39 +0000 https://www.investmentexecutive.com/?p=448717 Investors withdrew US$136 billion globally from mutual funds and ETFs in the first half of this year

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]]> Proxy season sees rise in environmental and social issues: Morningstar https://uat-phoenix.investmentexecutive.com/news/research-and-markets/proxy-season-sees-rise-in-environmental-and-social-issues-morningstar/ Tue, 12 Jul 2022 18:48:38 +0000 https://www.investmentexecutive.com/?p=447866 Asset managers are beefing up proxy voting policies in response, research finds

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]]> Energy stocks give Canadian market its edge in 2022 https://uat-phoenix.investmentexecutive.com/news/research-and-markets/energy-stocks-give-canadian-market-its-edge-in-2022/ Wed, 22 Jun 2022 16:34:25 +0000 https://www.investmentexecutive.com/?p=446871 Canada outperforms U.S. as recent market trends reverse, Morningstar says

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]]> Rating your fund’s greenness: easier said than done https://uat-phoenix.investmentexecutive.com/news/industry-news/rating-your-funds-greenness-easier-said-than-done/ Tue, 14 Jun 2022 15:23:03 +0000 https://www.investmentexecutive.com/?p=446365 It's not easy to get agreement on what is green and what is not green, said a Responsible Investment Association conference speaker

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]]> With little Russian exposure, volatility the bigger threat for funds https://uat-phoenix.investmentexecutive.com/news/research-and-markets/with-little-russian-exposure-volatility-the-bigger-threat-for-funds/ Mon, 28 Feb 2022 21:30:41 +0000 https://www.investmentexecutive.com/?p=440115 Some European funds suspended redemptions amid a liquidity crunch, Fitch reports

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]]> Assets in Canadian sustainable funds up $17 billion: Morningstar https://uat-phoenix.investmentexecutive.com/news/products/assets-in-canadian-sustainable-funds-up-17-billion-morningstar/ Tue, 25 Jan 2022 19:49:43 +0000 https://www.investmentexecutive.com/?p=438182 Newly launched Canadian sustainable funds collected $3 billion in assets last year, a report said

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]]> Surge in sustainable funds follows new disclosure demands https://uat-phoenix.investmentexecutive.com/news/research-and-markets/surge-in-sustainable-funds-follows-new-disclosure-demands/ Fri, 29 Oct 2021 20:10:04 +0000 https://www.investmentexecutive.com/?p=432651 Global assets near US$4 trillion, Morningstar reports

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]]> Closing the gap between actual and total returns https://uat-phoenix.investmentexecutive.com/news/industry-news/closing-the-gap-between-actual-and-total-returns/ Wed, 01 Sep 2021 20:29:09 +0000 https://www.investmentexecutive.com/?p=427931 A Morningstar study suggests how investors can improve their outcomes

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