PR Newswire
CHICAGO, March 24, 2022
CHICAGO, March 24, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today published its Global Thematic Funds Landscape Report. Over the three years to the end of 2021, assets under management in thematic funds more than tripled to $806 billion worldwide. Thematic funds' share of all assets invested in equity funds globally was 2.7% as of the end of 2021, up from 0.8% 10 years ago.
"In recent years, we've seen a dramatic rise globally in the popularity of thematic funds," said Kenneth Lamont, senior manager research analyst at Morningstar. "Our data shows these funds' assets are growing to record levels across the globe, and as the menu of themed funds continues to expand, investor demand for clarity and guidance has increased commensurately."
The Global Thematic Funds Landscape is available here. Additional key findings from the report include:
Thematic Funds Dataset in Morningstar Direct's Analytics Lab
The Thematic Funds dataset featured in this report is now accessible to Morningstar Direct users through a new capability called "Analytics Lab." Morningstar's prebuilt datasets scale analysis, visualize results, and document methodology so users can automate processes that were previously cumbersome or impossible to accomplish.
Using the Thematic Funds dataset, Morningstar Direct users can:
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265 billion in assets under advisement and management as of Dec. 31, 2021. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.
©2022 Morningstar, Inc. All Rights Reserved.
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Morningstar Media Contact:
Landon Hudson, +1 312 696-6037 or [email protected]
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SOURCE Morningstar, Inc.
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