other

Morningstar

CRD: 282135

In network coverage since October 16, 2026 · 16+ stories

4Deals on our tracker

Deal recordFull tracker →

Aug 26, 26Deal announcedPitchBook · Google Cloud — coverage

Aug 24, 26Deal announcedGoogle — coverage

Aug 17, 26Fund launchJeff Ptak — coverage

Aug 14, 14Fund launchCRSP Market Indexes · Morningstar Market Indexes

Network coverage

investments

SEI to build CITs carrying Carlyle private equity for Basic Capital plans

The first trust will blend public equity with Carlyle private equity and is designed to sit inside a participant's existing large-cap equity allocation.

portfolio · Oct 22Morningstar backs Vanguard VXUS on low fee and 8,500-stock index

portfolio · Oct 21Morningstar: A hypothetical basket of leveraged ETF reference stocks would have beaten the market

portfolio · Oct 20Morningstar raises Vanguard Global Wellington process pillar to High

debt · Oct 20Blackstone's six Blackjack apartment properties enter special servicing after 15 communities sold

active · Oct 20Fidelity's FYEE fund reports a 9.1% trailing yield against a 6-8% payout target

debt · Oct 20Blackstone's $1.3 billion multifamily CMBS loan enters special servicing

practice · Oct 19Ascensus expects 18 to 20 advisory firms on 401(k) referral platform within a year

passive · Oct 19Invesco 0-5 Year US TIPS ETF charges 0.07% fee and has 2.32-year duration

The Close · Oct 19Ascensus routes flagged 401(k) participants to the plan’s own advisor

advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers

advisor_note · Oct 19Morningstar: Excluding long-term-care costs cuts U.S. retirement shortfall risk about 25%

practice · Oct 19F&G finds 51% of pre-retirees plan to semi-retire rather than stop working

book · Oct 18Morningstar research puts retirement shortfall risk at 40%-45%

portfolio · Oct 17Morningstar says the ideal high-return, low-correlation ETF does not exist

active · Oct 16Morningstar: active European bond funds outdrew passive in Q2 2026