In its first report, the new Morningstar Center for Retirement and Policy Studies has found that an “alarming” amount of money, $4.61 trillion, flowed out of defined-contribution plans from 2011 to 2020. “These constant outflows, likely due mostly to rollovers ...

Amundi US has rebranded its $299 million Pioneer Global Equity Fund with a sustainability tilt, the company announced today. The Pioneer Global Sustainable Equity Fund is the third in the firm’s sustainable range, alongside Pioneer’s Global Sustainable Growth and Global ...

The double-edged sword of ESG investing has become apparent again this year as the unloved energy sector rallied while the more favored technology sector fell. In January, only 34% of Morningstar’s ESG indexes outperformed their non-ESG equivalents as the equity ...

The $26.7 trillion mutual fund industry will likely continue to ride on a lucrative wave of fee-based revenue for as long as the bull market lasts, but the smaller and scrappier ETF space is taking significant bites out of the ...

It’s that time of year again when clocks are set back an hour, the leaves start to fall, and mutual funds ramp up to distribute those pesky capital gains. This year, the message is another reminder of the relative tax ...

As the Biden administration continues its efforts to tamp down growing concerns over inflation with messages of “transitory” and “temporary,” the markets and consumers are living in the reality of higher prices. For financial advisers, this means placing inflation management ...

The ongoing debate over whether sustainable investing can add performance alpha got another boost in the third quarter, when some ESG fund categories leapt ahead of broad market funds. But while the short-term data might work to make one point, ...

While panelists batted around the concept of inflation during a discussion Thursday at the Morningstar Investment Conference, the general message was that while advisers and investors shouldn’t worry too much about rising prices, they should brace portfolios for the possibility ...

The daily ebb and flow of the status of the Covid-19 pandemic, accompanied by rolling debates over the efficacy of the vaccines, has left many of the financial services industry’s road warriors in holding patterns as they wait to see ...

As the Covid-19 rollercoaster ride heads deep into its second year, with heavily orchestrated vaccine campaigns and sometimes conflicting reports about the benefits of masks, much of the financial services industry is still hoping for the best but preparing for ...