ICI Conference: Morningstar's Phillips Tells AdvisorOne Passive Strategies Attracting Assets
Don Phillips, managing director of Morningstar, says the fund industry is trying to overcome the fact that the “wind has not been at the back” of its bread-and-butter strategy—active management. Rather, “passive strategies are where the flows have gone."
Robert Pozen, MFS Investment Management: The Extended 2011 IA 25 Profile
Not content to rest on his laurels as MFS Investment Management chairman emeritus, Bob Pozen is a senior lecturer at Harvard Business School and a senior fellow at the Brookings Institution.
Bob Pozen Discusses His New Book, ‘The Fund Industry’: Weekend Interview
Bob Pozen, MFS chairman emeritus and former Fidelity vice chairman, has co-authored 'The Fund Industry,' a book that stands to become the mutual fund industry’s bible.
Will ETF Flaws Diminish Their Appeal?
Are exchange-traded funds (ETFs) beginning to show their warts?
ETFs Still Mystify Investors
A recent survey by TD Ameritrade found that nearly 20 years after the first ETFs were introduced, investors remain unfamiliar with them. Of the...
Morningstar Investment Conference Highlights
At the first day, June 23, of the annual Morningstar Investment Conference, a group of Morningstar analysts called for more disclosure on actual mutual fund...
At Morningstar Conference, Calls for More Mutual Fund Disclosure
Speaking to an audience on Wednesday, June 23, consisting mainly of advisors attending the annual Morningstar Investment Conference, a group of Morningstar analysts called for more disclosure on actual mutual fund costs and their holdings.
At Morningstar Conference, Putnam's Reynolds' Discusses Turnaround Strategy
Two years after leaving Fidelity Investments to run Putnam Investments, Bob Reynolds isn't sitting on his laurels.
At Morningstar Conference, Don Phillips Says Watch Four Trends
Regulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off
Morningstar Confab: Watch Four Trends, Says Phillips
Regulation, trust, complexity, and risk are trends to watch as the Morningstar Investment Conference kicks off in Chicago.