Mutual Funds

The Chicago-based firm's 'Impact Advisory Board' will discuss individual investment opportunities and broader trends pertaining to impact investing.

The story of how advisors rode out the cultural and economic trends of the past can provide insight into how today’s advisors can best face their future.

Some managers are conjuring ESG funds out of thin air by 'repurposing' struggling mutual funds, sometimes just changing the language in the prospectuses.

Going forward, Morningstar will provide Analyst Ratings for each share class of a fund, which could mean downgrades for those with high distribution fees.