BlackRock Inc. and Vanguard Group are the clearest examples of passive investing giants» shift toward more active oversight of the companies they own, according to a first - of - its - kind study by investment researcher Morningstar Inc.. (professorbainbridge.com)
A team of investment researchers including Dr. Michael Finke, Dr. David Blanchett, head of retirement research at Morningstar, Dr. Wade Pfau, professor of retirement income at The American College of Financial Services, and dozens more, created the Wealth Management Certified Professional designation, or WMCP ™. (investmentnews.com)
A 2015 study by Chicago investment researcher Morningstar found that, over the prior decade, 95 % of new investor dollars had flowed into mutual funds and exchange - traded funds with annual expenses that are among the lowest 20 %. (humbledollar.com)