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Company: Morningstar Research Inc.

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Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Pat Fay also joins Morningstar Indexes as managing director

  • By: IE Staff
  • January 7, 2020 January 7, 2020
  • 11:50
coin stacks with letter dice - fees

Australia, the U.S. and the Netherlands top the rankings

New system will be more focused on fees and stingier with medals

10848457 - handshake by close up on a blue background

US$669 million deal expected to close in Q3

computing strips of calculator

Fees fell by 6% from 2017 to 2018

10848457 - handshake by close up on a blue background

A structured process in KYC interviews can help ensure clients receive equitable attention

  • By: IE Staff
  • March 8, 2019 October 17, 2019
  • 15:44
Hong Kong skyline from harbour in daylight

The worst-performing fund indices were precious metals equity, natural resources equity and energy equity

  • By: IE Staff
  • April 3, 2018 October 17, 2019
  • 10:15
Business chart with glowing arrows and world map

Every major stock market in the world was down in February, with losses typically ranging from 3% to 6%

  • By: IE Staff
  • March 2, 2018 October 17, 2019
  • 10:30
Financial business chart and economic development

The energy sector continued to impede domestic equity and sector funds

  • By: IE Staff
  • February 2, 2018 October 17, 2019
  • 09:50
Weak but mostly positive performance for Canadian funds in August: Morningstar

Domestic equity funds had positive results for the year but trailed their foreign counterparts

  • By: IE Staff
  • January 3, 2018 October 17, 2019
  • 14:35