Hints and tips:
...“This fund mostly sails the rough seas of early-stage firms,” Greengold wrote for Morningstar....
...Wood’s $8bn Ark Innovation exchange traded fund recorded a 68 per cent gain last year, putting it within the top one per cent of its peers, according to data from Morningstar....
...attention, but advertising on platforms such as Google are more efficient tools for asset managers trying to raise capital from investors, said Ben Johnson, head of client solutions for asset management at Morningstar...
...S&P Dow Jones Indices, September 21, 2023: Look, the Morningstar report that Institutional Investor cites is as legit as the SPIVA scorecard from S&P DJI....
...Morningstar, the influential data provider, earlier this year acquired Leveraged Commentary and Data, which reports on debt financing transactions, from S&P....
...That trio manages GMO’s $7.9bn Quality and $76mn Quality Cyclicals mutual funds, Morningstar data shows....
...Ark’s funds have a negative rating from Morningstar, which cites concerns over performance, risk management and the outsized role of Wood, who is chief executive and chief investment officer....
...In total they account for €169bn, or 11 per cent, of Europe’s €1.5tn ETF market, according to Morningstar Direct, down from a peak of 17.6 per cent in 2017....
...The company’s active ETF line-up has amassed a combined $280mn in assets as of August 31, according to data from Morningstar Direct....
...Michael Miller, an analyst at Morningstar who covers the company, said ISS’s assessment was another example of the “looming cloud” that has hung over Tradeweb since it went public....
...Wood’s flagship investment product — the $6.3bn ARK Innovation exchange traded fund, known as ARKK — is down more than 25 per cent over the past three months, according to Morningstar....
...Kenneth Lamont, senior fund analyst for passive strategies at Morningstar, noted that all but one of Ark’s US-domiciled ETFs have suffered net outflows this year, collectively losing $689mn, according to...
...As demand for ESG risk data has ballooned in size over the past decade, the likes of MSCI, Morningstar and S&P have acquired considerable power to influence and in some cases dictate which stocks and bonds...
...Empowered Funds’ parent company Alpha Architect offers 15 ETFs with $1.9bn in assets as of July 31, according to data from Morningstar Direct....
...That came months after data group Morningstar acquired Leveraged Commentary and Data, which reports on debt financing transactions, from S&P in a deal worth up to $650mn....
...Yet according to Morningstar, net outflows top $19mn. Punchy predictions have grown more difficult to sell as rates rise....
...(Morningstar) — How British Gas debt agents break into the homes of the vulnerable. (The Times) — Pimco on yesterday’s Fed meeting....
...“There is a category of investor that is trapped,” said Ben Johnson, head of client solutions at Morningstar....
...Together, the original trio of ETFs has $121mn in assets, according to Morningstar Direct....
...Total assets across Ark’s nine ETFs have slumped to $11.4bn from a peak of $60.3bn in February last year, according to Morningstar data....
...“This is not something I have seen before,” said Bryan Armour, director of passive strategies research, North America, at Morningstar. “I think it’s problematic....
...But when it comes to ETFs, “we have seen very, very fast uptake”, said Kenneth Lamont, senior fund analyst for passive strategies at Morningstar....
...Altogether, Ark’s ETFs recorded net outflows of $5.2bn during the year ended August 31, according to Morningstar Direct....
...This time, however, it wasn’t from witnessing a horror challenge, but after reading a piece published by fund research shop Morningstar explaining why it downgraded Cathie Wood’s flagship ARK Innovation...
...Earlier this year, influential data provider Morningstar acquired Leveraged Commentary and Data, which reports on debt financing transactions, from S&P....
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