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Morningstar Launches Morningstar Broad Style Indexes, Establishing a More Robust Framework for Style Analysis in U.S. Equity Portfolios - Vimarsana News

Morningstar Launches Morningstar Broad Style Indexes, Establishing a More Robust Framework for Style Analysis in U.S. Equity Portfolios

Share this article Share this article CHICAGO, Jan. 27, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Broad Style Indexes℠, a family of indexes designed to more accurately represent the size and style dimensions of the U.S. equity market. The Morningstar Broad Style Indexes consists of 12 U.S. equity indexes that divide the market by capitalization and investment style. (PRNewsfoto/Morningstar, Inc.) "With more than 30 years of independent Morningstar research and analysis powe...

Boston Trust Walden CIO To Retire - Vimarsana News

Boston Trust Walden CIO To Retire

Boston Trust Walden CIO To Retire News provided by Share this article Share this article BOSTON, Jan. 26, 2021 /PRNewswire/ -- Boston Trust Walden Company today announced that William Apfel, Chief Investment Officer (CIO), will retire on June 30, 2021. Mr. Apfel will remain a member of the Board of Directors. Mr. Apfel joined Boston Trust Walden in 1989 and has held various investment and senior leadership roles during his tenure. "I have had the privilege of serving institutional and private wealth clients for more than 30 years," said Mr. Apfel. "I am grateful for the opportunity to have ...

December Analyst Ratings Upgrades, Downgrades, and More - Vimarsana News

December Analyst Ratings Upgrades, Downgrades, and More

Morningstar updated Analyst Ratings for 777 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in December 2020. Of these, 428 maintained their previous rating, 47 were downgrades, 33 were upgrades, 146 were new to coverage, and 123 came Under Review because of material changes such as manager departures. Sifting out multiple share classes and vehicles, Morningstar rated 221 unique strategies in December 2020. Of these, 52 received a rating for the first time, with the rest having at least one investment vehicle type that a Morningstar ana...