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    • Friday, 12 August, 2022
      Exchange traded funds
      ETFs shine brighter than mutual funds after brutal first half

      Tax-loss harvesting is poised to accelerate exchange traded fund adoption in the US

    • Tuesday, 28 June, 2022
      ETF HubLatest news on ETFs
      Smart beta ETF launches sink to 12-year low

      Plain-vanilla strategic beta strategies are gathering the most assets, according to Morningstar

    • Monday, 20 June, 2022
      Exchange traded funds
      ETF strategies for food insecurity offer divergent approaches

      Investing in commodities futures contrasts sharply with newer future of food funds

    • Friday, 29 April, 2022
      ETF HubLatest news on ETFs
      ESG demand drops among European ETF investors

      But first quarter data show strong performance for cyber security, gold and broader commodity funds

    • Wednesday, 6 April, 2022
      Fund management
      Morningstar go studs up on ARK Invest’s flagship ETF

      Roy Keane eat your heart out.

    • Friday, 1 April, 2022
      Investing in funds
      Fund fees drop in most markets as competition hots up

      Costs remain high in regions where banks lead product distribution, Morningstar research finds

    • Thursday, 31 March, 2022
      LexESG investing
      ESG: investors must stop trying to do the right thing for the wrong reasons Premium content

      When it comes to ethical investing, activist investors may be better pathfinders than stolid ESG indices

    • Monday, 7 March, 2022
      Special ReportExchange Traded Funds
      Trendy funds remain in fashion despite hits from market falls

      Global listings of thematic ETFs have surged since 2020, despite their investment risks

    • Thursday, 10 February, 2022
      Morningstar cuts 1,200 funds from ‘sustainable’ list

      Data provider dropped products with combined $1.4tn in assets after finding ‘ambiguous language’ in legal filings

    • Friday, 31 December, 2021
      ETF HubLatest news on ETFs
      Debuts in active ETFs surge as US investors’ appetite grows

      More than half of the exchange traded funds launched this year are actively managed

    • Friday, 3 December, 2021
      ETF HubLatest news on ETFs
      ETFs shine as high taxes loom on US mutual fund capital gains

      Several large asset managers have warned capital gains distributions will be 20% or more of the funds’ NAV

    • Monday, 8 November, 2021
      Fund management
      In charts: Bond funds — where the money flowed 2020-2021

      Data on inflows and outflows show the impact of the coronavirus pandemic and changing economic forecasts

    • Tuesday, 26 October, 2021
      ETF HubLatest news on ETFs
      European ESG funds found not to charge higher fees

      Research debunks criticism that switching to sustainable options is a costly choice

    • Monday, 13 September, 2021
      ETF HubLatest news on ETFs
      Thematic ETFs require good timing as well as conviction

      Investors need to know when to hold and when to fold

    • Wednesday, 8 September, 2021
      Morningstar joins race to provide direct indexing services

      Acquisition of Moorgate Benchmarks follows similar deals by BlackRock, Vanguard and Morgan Stanley

    • Friday, 27 August, 2021
      ETF HubLatest news on ETFs
      Pressure builds on active funds fees after ETF price war

      Overall expense ratios across all funds have halved over the past two decades

    • Friday, 27 August, 2021
      Moral Money
      Morningstar chief calls for ‘high bar’ on ESG regulations Premium content

      Kunal Kapoor sees more transparency benefiting his business even if it increases costs

    • Friday, 20 August, 2021
      Exchange traded funds
      Q2 flows show European ETF investors rediscovered the value factor

      Three of the top 10 ETFs by net flows in second quarter were value funds

    • Monday, 2 August, 2021
      Markets InsightRobin Wigglesworth
      Why bond funds may be riskier than they seem

      Research claims many portfolios are misreported by managers to game rating system

    • Friday, 25 June, 2021
      ESG investing
      Investors pile $54bn in to ESG bond funds in fiery start to 2021

      Inflows on track to surpass last year’s record despite growing concerns over ‘greenwashing’

    • Wednesday, 9 June, 2021
      ETF HubLatest news on ETFs
      ETF securities lending almost doubles in four years

      The funds’ securities lending jumps 77% outstripping the 21% growth of the broader market

    • Monday, 31 May, 2021
      LexESG investing
      ESG: we’re all environmentally conscious now Premium content

      About $2bn a day flowed into sustainable funds in the first quarter of this year

    • Friday, 26 March, 2021
      Investment research
      Morningstar unleashes robots to write fund research

      Computer-generated commentary to be rolled out on thousands of mutual funds and ETFs

    • Friday, 26 March, 2021
      ETF HubLatest news on ETFs
      BlackRock slashes fees on equity style ETFs as price war escalates

      Intensifying competition has prompted aggressive price reductions

    • Friday, 12 March, 2021
      Adventurous InvestorDavid Stevenson
      Keep hunting for investment trust bargains

      Even after recent share price rises, investors can find value

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