Search for: "Morningstar, Inc."
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19 Aug 2022, 6:30 am
Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Thursday, August 18, 2022 Tags: Capital allocation, Dividends, ESG, Firm performance, Growth rates [read post]
18 Aug 2022, 6:30 am
Posted by Lindsey Stewart, Morningstar, Inc., on Thursday, August 18, 2022 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
18 Aug 2022, 6:30 am
Posted by Lindsey Stewart, Morningstar, Inc., on Thursday, August 18, 2022 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
12 Aug 2022, 6:52 am
Posted by Lindsey Stewart, Morningstar, Inc., on Friday, August 12, 2022 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
12 Aug 2022, 6:52 am
Posted by Lindsey Stewart, Morningstar, Inc., on Friday, August 12, 2022 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
4 May 2022, 9:01 pm
ENDNOTES [1] The companies are 2U, Inc., Adobe, Inc., Airbnb, Inc., Allbirds, Inc., Brightcove, Inc., Brighthouse Financial, Inc., Change Healthcare Inc., Comcast Corporation, FactSet Research Systems, Inc., Henry Schein, Inc., Ideanomics, Inc., Kraft Heinz Co., Lyft, Inc., Microsoft Corporation, Morningstar, Inc., Sleep Number Corporation, Starbucks Corporation, United Therapeutics… [read post]
20 Sep 2021, 12:35 pm
BlackRock Inc., UBS Group AG and HSBC Holdings PLC are among several firms that hold large stakes in Evergrande’s debt. [read post]
3 Jun 2021, 3:30 am
While it was busy making a big name for itself last week with Exxon, it also managed to file a pre-effective amendment to a registration statement to launch an ETF, which identifies Schulte Roth & Zabel as outside counsel, lists “activism” as a risk factor, and also includes this nugget: Principal Investment Strategies: The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar US Large Cap Select Index (the… [read post]
22 Jan 2021, 5:54 am
CEO Succession Practices in the Russell 3000 and S&P 500 Posted by Matteo Tonello, The Conference Board, Inc., and Jason Schloetzer, Georgetown University, on Friday, January 15, 2021 Tags: Boards of Directors, Diversity, ESG, Executive Compensation, Executive turnover, Management, Manager characteristics, Pay for performance, Succession The Rise of Growth Equity—Connecting PE and VC Posted by Mike Turner and Shing Lo, Latham… [read post]
3 Jul 2020, 6:43 am
However, rating agencies DBRS Morningstar, Moody’s and Scope Ratings forecast a decline in the securitisations of non-performing exposures in Italy in the coming months, particularly in relation to corporate SME loans. [read post]
27 Mar 2020, 6:01 am
Fund Families Posted by Jackie Cook and Jon Hale, Morningstar, Inc., on Monday, March 23, 2020 Tags: Asset management, ESG, Institutional Investors, Proxy advisors, Proxy voting, Shareholder voting, Stewardship New ESG Disclosure Obligations Posted by Anna Maleva-Otto and Joshua Wright, Schulte Roth & Zabel LLP, on Tuesday, March 24, 2020 Tags: Disclosure, Environmental disclosure, ESG, EU, International… [read post]
23 Mar 2020, 5:56 am
Posted by Jackie Cook and Jon Hale, Morningstar, Inc., on Monday, March 23, 2020 Editor's Note: Jackie Cook is Director of Manager Research and Jon Hale is head of sustainability research for Morningstar, Inc. [read post]
15 Nov 2019, 6:17 am
., on Saturday, November 9, 2019 Tags: CD&A, Derivatives, Disclosure, Hedging, Management, Proxy advisors, Proxy disclosure, SEC, SEC rulemaking, Securities regulation The Stewardship Implications of Passive Investing: Mobilizing Large Asset Managers as Stewards of Capital Markets Posted by Jackie Cook and Jasmin Sethi, Morningstar, Inc., on Saturday, November 9, 2019 Tags: Asset… [read post]
10 Nov 2019, 6:10 am
CVR Partners LP (UAN), is a growth-oriented limited partnership formed by CVR Energy, Inc. to own, operate and grow our nitrogen fertilizer business. [read post]
9 Nov 2019, 8:10 am
Posted by Jackie Cook and Jasmin Sethi, Morningstar, Inc., on Saturday, November 9, 2019 Editor's Note: Jackie Cook is Director of Manager Research and Jasmin Sethi is Associate Director of Policy Research at Morningstar, Inc. [read post]
10 Jun 2018, 8:00 am
WSJ via Morningstar: “Facebook Inc. struck customized data-sharing deals that gave select companies special access to user records well after the point in 2015 that the social network has said it walled off that information, according to court documents, company officials and people familiar with the matter. [read post]
26 Apr 2018, 3:59 am
“This is potentially a major change to how the SEC thinks about regulating the conduct of financial advisors,” said Aron Szapiro, director of public policy research for investment research firm Morningstar Inc., in April 19 commentary. [read post]
26 Apr 2018, 3:59 am
“This is potentially a major change to how the SEC thinks about regulating the conduct of financial advisors,” said Aron Szapiro, director of public policy research for investment research firm Morningstar Inc., in April 19 commentary. [read post]
22 Dec 2017, 6:07 am
Maria Glover (Georgetown University), on Wednesday, December 20, 2017 Tags: Class actions, Fraud-on-the-Market, Securities enforcement, Securities litigation, Supreme Court Meaningful Limits on Director Pay Posted by Dan Marcec, Equilar Inc., on Wednesday, December 20, 2017 Tags: Boards of Directors, Compensation disclosure, Director compensation, ISS, Proxy advisors, Shareholder suits, Shareholder voting Passive… [read post]
21 Dec 2017, 6:12 am
Posted by Hortense Bioy, Jose Garcia-Zarate, and Alex Bryan, Morningstar, Inc., on Thursday, December 21, 2017 Editor's Note: This post is based on a Morningstar report by Hortense Bioy, Jose Garcia-Zarate, Alex Bryan, Jackie Choy, and Ben Johnson. [read post]
