Tag: Morningstar
From high-quality aggregated data to open banking support – How ByAllAccounts...
Despite data being the lifeblood of wealth management, many firms lack complete and clean datasets. Brian Costello - head of data strategy and governance at Morningstar Wealth - recently sat down with FinTech Global to explore how ByAllAccounts is helping wealth technology enterprises, platforms and the wealth managers they serve improve their use of data.
Asset owners persistently boost ESG allocations amidst surging challenges
A survey by Morningstar has found asset owners continue to increasingly allocate resources into strategies that integrate ESG factors. In the comprehensive report titled “Voice...
AI and ESG trends transforming wealth management in 2023
Economic uncertainties have seen Western economies grapple with challenges such as high-interest rates, amidst geopolitical issues like the war in Ukraine. This ripple effect has significantly impacted the wealth management sector.
Innovations in Wealth Management: PIMFA and Morningstar’s Tech Sprint winners revealed
PIMFA WealthTech, a FinTech and digital market network renowned for bridging the gap between FinTechs and the Wealth Management sector, has partnered with Morningstar to disclose the outcomes of their pioneering joint venture.
Navigating ESG transparency: How Position Green enhances portfolio management
The call for more sustainable offerings from limited partners coupled with tightening ESG regulations has posed a significant challenge for general partners (GPs). Their primary concern? Procuring reliable and accurate ESG data from the firms within their portfolio.
Morningstar Sustainalytics unveils low carbon transition ratings offering
Morningstar Sustainalytics, a global provider of ESG research, ratings and data, has launches its low carbon transition ratings.
Morningstar unveils sustainable benchmarks suite for investors
Morningstar, an investment research firm, has launched Morningstar Global Sustainable Activities Involvement Indexes (SAI).
The Tifin Group nabs $22m in funding from JPMorgan, Morningstar and...
FinTech platform The Tifin Group raised $22m in Series B funding from JP Morgan and others with the aim to become a one-stop shop for wealth and asset management.
Ellevest closes $34.6m financing round led by Rethink Impact
Female-focused investment platform Ellevest has closed a $34.6m financing round led by Rethink Impact.
HelloWallet is picked up by KeyBank National Association
KeyBank National Association has acquired personal finance guidance platform HelloWallet from Morningstar.