Morningstar is attempting to duplicate their dominance in the mutual fund industry with a new service that rates hedge funds. By creating and maintaining index data for a series of hedge fund categories, each fund can be compared to a relevant peer group.
We present two articles examining this significant offering. First, we review and explain Morningstar's methodology and approach. In our second article, our research staff analyzes Morningstar's offering and looks at the implications for advisors and wealth managers.
Last week, the Wall Street Journal reported that near term target date funds were performing well. Ron Surz, a Principal with Target Date Analytics, explains several flaws in the Journal's approach to measuring target date funds.
Lastly, we look at trends in index fund and ETF holdings in the Advisor Perspectives universe. High- and ultra-high net worth investors have increased their holdings of ETFs relative to index funds, and are indexing a greater percentage of their assets.
This newsletter is provided through the sponsorship of our advertisers. You will notice a banner ad from Van Eck mutual funds throughout our site. We are grateful to Van Eck for their sponsorship, and we encourage you to look at their offerings.
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