Here are several approaches, with an eye toward optimizing ESG outcomes and minimizing tax consequences.
We’ll highlight the most popular approaches to sustainable investing, grouped by asset class.
Morningstar provides many data points for analyzing portfolios.
Investors are driven by one of two broad motivations: improving the world or improving investment results--or a blend of both.
Starting a new job? Here's a beginner's manual to understanding 401(k)s.
The pros and cons of infrastructure funds.
Morningstar’s analysis of global disclosure practices serves as a reminder that there’s no excuse not to become an informed investor.
Have your portfolio ready when investor sentiment swings to the value side of the style box.
Thinking like an endowment manager has its advantages.
Don't let volatility be your only lens.
Market crashes dampen--but don’t eliminate--the long-term appeal of stocks.
Will the bear market keep pawing at your long-term returns?
There are several things to consider first.
Does Vanguard’s recent private-equity announcement bolster the argument for alts?
Go beyond total returns and dig into the nuances of the category.
A new Morningstar paper questions the status quo.
Keep these common missteps top of mind.
How to make the call.
Why too much of a good thing can turn bad.
Let the Morningstar Style Box be your guide.
Josh Charlson discusses ways to use target-date strategies in your own portfolio.
Target-date funds have been one of the fund industry's biggest winners over the past decade.
Use this tool to keep track of issues and events that might affect your portfolio.
You might be surprised at just how low you can go.
Compelling liquid alts strategies are in short supply, but we've identified several new Morningstar Medalists in recent months.
While the average long-short fund returned about 2% last year, specific fund returns ranged from a 25% gain at the top to a 17% loss at the bottom.
Some of the luster has dulled from the once-booming liquid alts category.
The category has struggled in recent years, but these funds may see more opportunities amid rising rates and volatility.
We like the experience and resources behind American Beacon AHL Managed Futures Strategy.
Find someone who has a good process and then sticks to it, says the Gotham Asset Management founder.
The problems at Marketfield aren't a microcosm of the liquid alts industry at large.
Boston Partners Long/Short Equity, closed to new investors, is now rated Bronze due to higher expenses.
Many held up well after the Brexit vote, but we urge caution since returns over the past few years have been mediocre.
Did Brexit catch these go-anywhere alternative funds leaning the wrong way?
We're launching new equity, fixed-income, and alternatives categories to give investors a more focused lens for research.
Arbitrage Fund's well-managed strategy and low fees make it a standout among merger-focused peers.
We wrap our arms around this fast-growing category.
Make sure you understand which of three major strategies a fund is pursuing before investing in this fast-growing category.
These three candidates delivered what investors seek from an alternative-strategy fund.
Investors and fund companies press the pause button in 2015.
Investors in alternative funds aren't faring any better than the rest of the fund world.
Silver-rated Gateway and Bronze-rated Swan Defined Risk both use covered-call strategies, yet they performed differently during August's pullback.
Long-short funds that employ options-based strategies can lead to a wide range of outcomes.
Although the category performed within expectations during the recent market skid, there was a lot of variation among individual funds.
Late August provided a stress-test.
Beta ranges reveal a dizzying array of approaches.
While Bronze-rated Natixis ASG Managed Futures' recent performance has been stellar--and low fees are a plus--investors should take note of its high volatility.
The costs of shorting aren't always visible, but they can exact a price.
The world is these alternatives managers' oyster.
We highlight three that were Oscar-worthy--for reasons both heroic and scary.