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Articles tagged "Kunal Kapoor"


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Jeffrey Ptak: The star rating seems to tip the odds in the investor’s favor.'

Morningstar jumpstarts its star rating system with favorable self-review yet audit finds it misses the mark in bear markets, supporting claim of dubious predictive value cited by Wall Street Journal

The Chicago-based tracker assures investors that its ratings tilt odds in their favor though critics say it's more a gauge of momentum than scientific research.

August 31, 2022 at 5:08 AM

Cynthia Galiano: We have big ambitions. Our long-term vision is to bring together key Morningstar capabilities.

Morningstar downloads SMArtX--off-loads APL--to reload its stumbling TAMP to take on Envestnet-Orion for enterprises and RIAs

The Chicago giant sits on 180,000 largely unmonetized desktops thanks to its 'Work Station' and 'Office' software, but its RIA TAMP assets are meager after having no UMA to compete.

November 19, 2021 at 4:25 AM

Vinay Nair: 'We are grateful for the belief of [J.P. Morgan, Morningstar and Broadridge] and support in the future we envision.'

Fresh off buying Totum and selling 55ip, TIFIN loads up on capital -- and brand credibility -- with three new big-name investors

JP Morgan, Morningstar and Broadridge all invested for the first time and lent star power to the rollup of unknown fintech firms.

April 20, 2021 at 2:19 PM

Scott Burns: We're not exiting our participation, we're just changing our role by giving ourselves more access to the process in a different way.

Morningstar makes tough choice in shedding a 'fiduciary' division -- perhaps to avoid a conflict

Once primarily a 'research' firm, now more of a 'data' firm, the Chicago-based firm was discordant selling 15(c) board consulting services and sell data into the same market, say experts

January 9, 2018 at 8:44 PM

Don Phillips: The Journal's article adopts the free-drink mindset, only in reverse.

How Morningstar got in the last word after The Wall Street Journal dropped a year-in-the-making investigative piece on the fund tracker's head

Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low

December 19, 2017 at 8:12 PM

Kunal Kapoor: This is a future of advice conference.

Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance

The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi

May 4, 2017 at 3:17 AM

Kunal Kapoor: Research and ratings of active funds is likely to continue to play a role in fund selection in the future.

How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product

March 22, 2017 at 8:15 PM

Ben Johnson, Joe Mansueto and Tom Lydon at last week's Morningstar ETF confab

Asset managers at Morningstar's ETF event, facing an in RIA-in-charge future, show mettle

The Chicago event connected traders, index providers, issuers, marketers, PR, distributors -- and a knee-capped Liz Ann Sonders -- all trying to find footing in an everything-up-for-grabs playing field

September 15, 2016 at 6:44 PM

Joe Mansueto, pictured with wife Rika Yoshida at his alma mater University of Chicago, will have more time for philanthropy when he passes the CEO baton to Kunal Kapoor, in January.

How Joe Mansueto's CEO hand-off to Kunal Kapoor could be more than a succession play for Morningstar

The Morningstar CEO, 60, still owns 56% of the Chicago data firm's stock and his plan to 'read more books' needs to be examined in that light

September 9, 2016 at 6:30 PM

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