Accessibility helpSkip to navigationSkip to contentSkip to footer

Cookies on FT Sites

We use cookies and other data for a number of reasons, such as keeping FT Sites reliable and secure, personalising content and ads, providing social media features and to analyse how our Sites are used.

Accept cookies
Manage cookies
  • Sign In
  • Subscribe
Open side navigation menuOpen search bar
Financial Times
SubscribeSign InmyFT
  • Home
  • World
    Sections
    • World Home
    • Global Economy
    • UK
    • US
    • China
    • Africa
    • Asia Pacific
    • Emerging Markets
    • Europe
    • War in Ukraine
    • Americas
    • Middle East & North Africa
    • Australia & NZ
    Most Read
    • Donald Trump charged with 37 counts in classified documents case
    • Erdoğan taps former Goldman Sachs banker to head Turkey’s central bank
    • Ukraine sends western tanks into battle as counter-offensive gets under way
    • Donald Trump says he has been indicted on federal charges in documents probe
    • Canadian wildfire smoke jars New York with ‘movie of the future’
  • US
    Sections
    • US Home
    • US Economy
    • US Companies
    • US Politics & Policy
    Most Read
    • Companies
      Sections
      • Companies Home
      • Energy
      • Financials
      • Health
      • Industrials
      • Media
      • Professional Services
      • Retail & Consumer
      • Tech Sector
      • Telecoms
      • Transport
      Most Read
      • Goldman, Exane and Schroders cut ties with Odey Asset Management after assault claims
      • Financier who used fraud proceeds to fund ‘lavish lifestyle’ sentenced to 14 years
      • How the Barclays lost The Telegraph
      • Anne Boden stepped down as Starling CEO after investor clash
      • FCA investigates Odey Asset Management
    • Tech
    • Markets
      Sections
      • Markets Home
      • Alphaville
      • Markets Data
      • Cryptofinance
      • Capital Markets
      • Commodities
      • Currencies
      • Equities
      • Fund Management
      • Trading
      • Moral Money
      • ETF Hub
      Most Read
      • Live news updates from June 9: Trump charged with 37 counts, Boris Johnson to stand down from parliament
      • Goldman, Exane and Schroders cut ties with Odey Asset Management after assault claims
      • Binance US to suspend dollar transactions after payment partners pause activity
      • Norway seeks to open vast ocean area to deep-sea mining
      • Crypto ownership doubles in UK before new rules kick in
    • Climate
    • Opinion
      Sections
      • Opinion Home
      • Columnists
      • The FT View
      • Lex
      • Obituaries
      • Letters
      Most Read
      • Apple’s Vision Pro headset has made the metaverse feel outdated
      • Trump indictment brings him closer to the danger zone
      • Luxury goods: Europe’s joke on the world
      • How US cities became one big parking lot
      • Ukraine’s dam explosion is a red line: Russia must feel the consequences
    • Work & Careers
      Sections
      • Work & Careers Home
      • Business School Rankings
      • Business Education
      • Entrepreneurship
      • Recruitment
      • Business Books
      • Business Travel
      Most Read
      • Too good to be true? The fake recruiters targeting jobseekers
      • Can a virtual PA turbocharge your career?
      • Anti-monarchist Graham Smith: The British royals are ‘tax-funded Kardashians’
      • FT business books: what to read this month
    • Life & Arts
      Sections
      • Life & Arts Home
      • Arts
      • Books
      • Food & Drink
      • FT Magazine
      • House & Home
      • Style
      • Travel
      • FT Globetrotter
      Most Read
      • François Hollande: ‘Putin cannot be seduced. He respects force’
      • How Crispin Odey evaded sexual assault allegations for decades
      • Don’t blame us for AI’s threat to humanity, we’re just the technologists
      • An Albanian adventure
      • Buying into Comporta, bohemian enclave turned luxury hotspot
    • HTSI
    MenuSearch
    • Home
    • World
    • US
    • Companies
    • Tech
    • Markets
    • Climate
    • Opinion
    • Work & Careers
    • Life & Arts
    • HTSI
    Financial Times
    SubscribeSign In

    Morningstar Inc

    Add to myFT Digest

    Add this topic to your myFT Digest for news straight to your inbox

    • Friday, 9 June, 2023
      Exchange traded funds
      Leveraged and inverse ETFs are ‘like walking into a casino’

      Providers argue they are useful, but critics say they are being used for short-term gambling

    • Friday, 9 June, 2023
      Investing in funds
      Research advises caution over fund managers who switch firms

      Short-term performance could improve, but dwindle later

    • Thursday, 18 May, 2023
      Alice Ross
      Can biodiversity funds help investors protect wildlife?

      The idea sounds good but the reality is complicated and unclear

    • Wednesday, 17 May, 2023
      Investing in funds
      M&G European tracker fund closure leaves investors exposed to CGT hit

      Move highlights an issue where some savers are forced to crystallise capital gains — and so incur a tax liability

    • Friday, 5 May, 2023
      Moira O'Neill
      Rate your fund manager for free

      Data providers are improving their no-cost online measurement tools

    • Tuesday, 2 May, 2023
      ETF HubLatest news on ETFs
      Q1 US sustainable fund sector sales wounded by one ETF

      Without the $6.5bn outflows from a single iShares ETF, the funds would have attracted net inflows

    • Tuesday, 4 April, 2023
      ETF HubLatest news on ETFs
      Gender equality ETFs delivered best performance yet in 2022

      Five of the nine funds beat their relevant benchmarks last year

    • Thursday, 2 February, 2023
      FT Alphaville
      Further reading

      Solvency theatre; lying ChatGPT; the mirage of active success; and the “inane, moronic, irrational, exploding human appendix ****show that is the debt ceiling”

    • Tuesday, 24 January, 2023
      Adventurous InvestorDavid Stevenson
      How to research your next investment

      The online data sources you need — and many are free

    • Thursday, 19 January, 2023
      Investing in funds
      Super passive goes ballistic; active is atrocious

      We’re sure next year will be different though

    • Thursday, 19 January, 2023
      Exchange traded funds
      Market pressures add to US active mutual fund woes

      The vehicles suffered outflows of $879bn in the 11 months to the end of November

    • Wednesday, 11 January, 2023
      Exchange traded funds
      Bitcoin futures ETFs retain allure despite crypto winter

      Cryptocurrency fell 65% in 2022 but US bitcoin futures ETFs recorded steady net inflows

    • Wednesday, 28 December, 2022
      Exchange traded funds
      Clutch of emerging markets bucks trend with huge ETF outperformance

      Chile, India, Mexico and South Korea record year-on-year growth even as global assets fell

    • Monday, 19 December, 2022
      Exchange traded funds
      Metaverse storms ETF charts to become industry’s hottest concept

      A total of 35 vehicles have now launched since the first was unveiled in June last year

    • Monday, 14 November, 2022
      ETF HubLatest news on ETFs
      Investors pump record sums into leveraged ETFs

      The bullish bets, equivalent to more than 5% of all ETF purchases, mean losses were magnified

    • Monday, 24 October, 2022
      ETF HubLatest news on ETFs
      Thematic fund resilience and inflows confound critics

      Morningstar analysis shows mainstream equity vehicles are more likely to be closed down

    • Wednesday, 19 October, 2022
      Investing in funds
      Bill Gross: Bond-fund taxonomist

      Not to be confused with taxidermist

    • Tuesday, 18 October, 2022
      ETF HubLatest news on ETFs
      European fund flows demonstrate strong shift to ETFs

      Net inflows of €52bn compared with outflows of €141bn for open-ended funds mark shift to passive investment

    • Monday, 29 August, 2022
      Moral Money
      Ratings companies come under fire in the anti-ESG crusade Premium content

      Plus, the groups holding back from condemning Putin’s war

    • Monday, 22 August, 2022
      ETF HubLatest news on ETFs
      Active ETFs manage to shine even as mutual funds take a battering

      Strong inflows help assets rise even as active mutual fund holdings plunge 20%

    • 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.

    Previous page You are on page 1 Next page

    Useful links

    Support

    View Site TipsHelp CentreContact UsAbout UsAccessibilitymyFT TourCareers

    Legal & Privacy

    Terms & ConditionsPrivacy PolicyCookiesCopyrightSlavery Statement & Policies

    Services

    Share News Tips SecurelyIndividual SubscriptionsGroup SubscriptionsRepublishingExecutive Job SearchAdvertise with the FTFollow the FT on TwitterFT ChannelsFT Schools

    Tools

    PortfolioToday's Newspaper (ePaper)Alerts HubBusiness School RankingsEnterprise ToolsNews feedNewslettersCurrency Converter

    Community & Events

    FT CommunityFT Live EventsFT ForumsFT Board DirectorBoard Director Programme

    More from the FT Group

    Markets data delayed by at least 15 minutes. © THE FINANCIAL TIMES LTD 2023. FT and ‘Financial Times’ are trademarks of The Financial Times Ltd.
    The Financial Times and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice.
    Financial Times

    International Edition

    Subscribe for full access
    • Switch to UK Edition

    Top sections

    • Home
    • World
      • Global Economy
      • UK
      • US
      • China
      • Africa
      • Asia Pacific
      • Emerging Markets
      • Europe
      • War in Ukraine
      • Americas
      • Middle East & North Africa
      • Australia & NZ
    • US
      • US Economy
      • US Companies
      • US Politics & Policy
    • Companies
      • Energy
      • Financials
      • Health
      • Industrials
      • Media
      • Professional Services
      • Retail & Consumer
      • Tech Sector
      • Telecoms
      • Transport
    • Tech
    • Markets
      • Alphaville
      • Markets Data
      • Cryptofinance
      • Capital Markets
      • Commodities
      • Currencies
      • Equities
      • Fund Management
      • Trading
      • Moral Money
      • ETF Hub
    • Climate
    • Opinion
      • Columnists
      • The FT View
      • Lex
      • Obituaries
      • Letters
    • Work & Careers
      • Business School Rankings
      • Business Education
      • Entrepreneurship
      • Recruitment
      • Business Books
      • Business Travel
    • Life & Arts
      • Arts
      • Books
      • Food & Drink
      • FT Magazine
      • House & Home
      • Style
      • Travel
      • FT Globetrotter
    • Personal Finance
      • Property & Mortgages
      • Investments
      • Pensions
      • Tax
      • Banking & Savings
      • Advice & Comment
      • Next Act
    • HTSI
    • Special Reports

    FT recommends

    • Lex
    • Alphaville
    • Lunch with the FT
    • FT Globetrotter
    • #techAsia
    • Moral Money
    • Newsletters
    • Video
    • Podcasts
    • News feed
    • FT Live Events
    • FT Forums
    • Board Director Programme
    • myFT
    • Portfolio
    • Today's Newspaper (ePaper)
    • Crossword
    • Our Apps
    • Help Centre
    • Subscribe
    • Sign In