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When the world caught Covid, diversified investors stayed healthy

James Langton Even in extreme market conditions, diversification across asset classes remains a “free lunch” for investors, according to research from Morningstar Indexes. In a new report, the firm examined the performance of bond and equity market indexes during the Covid-19 crisis finding that diversification continued to work. While equities markets around the world plunged with the onset of the crisis, bonds acted as a safe haven for investors. “The Morningstar Canada Core Bond Index actually gained more than 1.7% in the first quarter of 2020,” the report noted. Conversely, in the first quarter of 2021, with rates rising as the economic recovery gained strength, fixed-income assets suffered.

The Case for U.K. Equities through a Developed Markets ETF

SMArtX Advisory Solutions Deepens Their UMA Platform with ESG, Global, and Sector-Based Index Strategies

Share this article WEST PALM BEACH , Fla., May 5, 2021 /PRNewswire/  SMArtX Advisory Solutions ( SMArtX ), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP), is pleased to announce the expansion of its UMA Platform with the addition of three new firms and twelve additional strategies in May. NorthCoast Asset Management, Pearl Impact Capital, and Sustainable Insight Capital Management joined the SMArtX platform in May, while another six strategies were brought on by existing model providers Indxx, Morningstar Indexes, and Sage Advisory Solutions. One of the key drivers behind new asset growth is the increasing investor demand for environment, social, and governance (ESG) and socially responsible investing (SRI) strategies. Likewise, advisor demand for strategies focused on disruptive innovation continues to increase.

Morningstar, Inc. Reports First-Quarter 2021 Financial Results

Share this article Share this article CHICAGO, April 28, 2021 /PRNewswire/  Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported first-quarter 2021 financial results. Broad-based growth reflects strength across our business, said Kunal Kapoor, Morningstar s chief executive officer. Our license-based offerings keep resonating with both public and private market investors, DBRS Morningstar remains focused on cementing its position as the leading alternative to legacy rating agencies, and our ongoing expansion of environmental, social, and governance (ESG) solutions fulfills rising interest in sustainable investing. Recent ESG-related efforts include delivering the data and research that asset managers need to comply with the EU Sustainable Finance Disclosure Regulation. Moreover, we enhanced the transparency of our own corporate sustainability initiatives by releasing our inaugural Enterprise Sustainability Report, which descr

Morningstar, Inc. Reports First-Quarter 2021 Financial Results