The investment, pensions and benefits briefings library
991 briefings from 352 companies
Morningstar papers
Morningstar UK opened in London in 2000 and launched its individual investor website in 2001. The website offers access to and objective information on more than 9,000 funds available to individual investors in the UK and 42,000 stocks worldwide. Our goal is to help individual investors meet their personal investing goals by making better investment decisions. Every day at Morningstar.co.uk, visitors and registered users research investment funds, gain market insight and track their portfolios. But Morningstar.co.uk is more than a research tool-it's a learning centre for both novice and professional investors. The site offers educational guidance and independent editorial content produced by Morningstar analysts and journalists based in London and around the world.
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On The Right Track: Measuring Tracking Efficiency in ETFs
Company: Morningstar
Beginning this year, providers of index-tracking UCITS will be required by European regulation to disclose predictions of their funds' tracking error and tracking difference. Providers will also have to explain any divergence between their predictions and the funds' actual performance. VIEW SUMMARY
Category: Morningstar | Published: 11 February 2013 | Type: White Paper
Rating: 
+ 1
Policy Proposal:‘Presentation of Past Performance Post-RDR'
Company: Morningstar
This paper outlines the Morningstar's proposed solution to the challenge of presenting historical fund performance, given the launch of new, commission-free share classes being introduced to investors under changes required by the Retail Distribution Review (RDR). VIEW SUMMARY
Category: Fund Performance | Published: 26 November 2012 | Type: White Paper
Rating: + 1
Morningstar DirectSM Asset Flows Commentary: Europe - June 2012
Company: Morningstar
The latest Morningstar European asset flow data shows that investors shifted towards safer assets in May. With the eurozone crisis roiling markets, long-term funds in Morningstar’s European database saw net outflows of nearly €9 billion during the month. Download this report for further analysis. VIEW SUMMARY
Category: Equities | Published: 10 August 2012 | Type: White Paper
Rating: + 1
Investment Trusts: Why Transparency Matters
Company: Morningstar
This report highlights the benefits to investment trusts of a high-degree of holdings transparency, and how unreasonable suppression can be misleading for shareholders. It calls on the investment trust industry to improve transparency within its portfolios to create a level playing field. VIEW SUMMARY
Category: Morningstar | Published: 23 May 2012 | Type: White Paper
Morningstar DirectSM Europe Asset Flows Update
Company: Morningstar
The latest Morningstar European asset flow data shows a positive start to the second quarter of 2012, with both short- and long-term European funds attracting net inflows. This covers: money market funds; long term funds; equity funds; fixed income funds; alternatives and commodities. VIEW SUMMARY
Category: Morningstar | Published: 01 May 2012 | Type: White Paper
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