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Answering to the FCA’s (Financial Conduct Authority) review of the UK’s asset management industry, Morningstar (an Investment Research and Management Firm) asked the UK Financial Watchdog to set stricter rules on the disclosure of fund management fees.  According to Morningstar “a five-year figure of total fund costs would give a more reasonable statement of the

Morningstar, the American investment research provider, announced that it will launch environmental, social and governance (ESG) scores for global mutual and exchange-trades through Morningstar Data feeds later this year and on its major software platforms in 2016. The ESG scores will be based on ratings from Sustainalytics, a provider of ESG and corporate governance ratings

Monika Dutt, director of European passive strategies research at Morningstar said: “We spend so much time talking about ESG in Europe, but the system hinders investor outcomes,” ETFs are seen by many industry observers as an ideal retail product, not only because they typically charge lower fees than their mutual fund counterparts, but also because

The study by Morningstar found that out of 1,496 UK-listed open-ended funds, around 108 are run by managers named David or Dave, the equivalent to 7.2% of funds, while there are only 105 women overall managing funds. According to Emma Morgan, portfolio manager at Morningstar, “It’s a great shame that the industry is missing out

According to research carried out by Morningstar aimed at comparing the performance of active funds with that of index trackers and passive funds over 10 years, managers have consistently failed to beat their benchmarks. In fact, most active fund managers on average outperformed their passive counterparts in just two of the 49 categories taken into

I&P Europe reported today that the U.K. Financial Conduct Authority (FCA) will launch a new consultation with the British stakeholders concerning the main elements of the code of conduct it envisages for asset managers in the investment sector. The first report of the FCA, launched in 2015 (Asset Management Market Study), puts forward three main

BETTER FINANCE helps investors identify potential falsely active funds (“closet indexers”), and asks regulators to investigate further: It replicated the ESMA study on closet indexing and identified up to 165 equity “UCITS” funds that could potentially be closet indexers. ESMA would not disclose the names of the funds it identified as “potential equity closet indexing

BETTER FINANCE fully discloses the results of its replication of ESMA’s quantitative study ESMA would not disclose the names of the funds it identified as “potential equity closet indexing funds” in its investigation results released in February 2016 (see annex 3), leaving fund investors in the dark. This is why BETTER FINANCE decided to replicate

The underrepresentation of women is common in senior positions at financial firms small and large alike. This might come from the legacy of what has not only been a male dominated society, but it probably also reflects an industry that is particularly resistant to change. Moreover, there are so few women in senior positions in

Research carried out by Morningstar  entitled “Assessing the true cost of strategic-beta ETFs”, compared fees, replication costs and trading costs for 100 European-domiciled smart beta ETFs and 77 market-cap-weighted ETFs linked to broad equity benchmarks. The report found that the average total expense ratio (TER) of a smart beta (or strategic) ETF using the S&P

Summer has come and gone but the debate surrounding the PEPP’s “capital protection” feature remains on the table. With the ECON committee voting on the PEPP Regulation around the corner, BETTER FINANCE warns one last time that true capital protection implies that the notion of “capital” must be calculated on the basis of the amounts

With the ECON committee voting on the PEPP Regulation around the corner, BETTER FINANCE warns one last time that true capital protection implies that the notion of “capital” must be calculated on the basis of the amounts saved before the deduction of all accumulated fees, charges and expenses directly or indirectly borne by investors, and

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