Adam McCullough, CFA @AdamMcCull
Passive Strategies Analyst at Morningstar Chicago, IL Joined February 2012-
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Adam McCullough, CFA retweeted
I’m privileged to work with an incredible team of amazing individuals. #MICUS
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Adam McCullough, CFA retweeted
Come see @InvestAlexBryan, @AdamMcCull, and I share highlights from our recent research at the #MICUS research showcase at 10 AM today. We’ll be covering: - The strategic-beta ETP landscape - Our ETF due diligence process - Securities lending
Adam McCullough, CFA retweeted
We've just published the annual @MorningstarInc U.S. Fund Fee Study. The asset-weighted fee across U.S. funds fell 6% in 2018, resulting in an estimated $5.5 billion in fee savings for investors. morningstar.com/articles/92530…
Adam McCullough, CFA retweeted
We published our annual U.S. fund fee study today. It finds that investors paid a record low 0.48% of each dollar they invested in 2018, down from 0.51% in 2017, for a cool $5.5B in fee savings. Hat’s off to my colleagues @MstarETFUS and @AdamMcCull || morningstar.com/articles/92530…
Adam McCullough, CFA retweeted
The tax benefits that accrue to ETF investors courtesy of in-kind creations and redemptions are neither dirty, little, or a secret. bloomberg.com/graphics/2019-…
Adam McCullough, CFA retweeted
Fidelity has expanded its securities lending program to include an affiliated lending agent: fidelity.com/bin-public/060… For a detailed look at securities lending, see @AdamMcCull's deep dive here: morningstar.com/articles/90433…
Adam McCullough, CFA retweeted
Who understand's securities lending? John Rekenthaler digs into @AdamMcCull paper on the topic and highlights that Morningstar will be scrutinizing lending agents' (somewhat hidden) fees more carefully. morningstar.com/articles/92054…
Adam McCullough, CFA retweeted
My colleagues @MstarETFUS and @AdamMcCull recently published the European version of the popular ‘Active/Passive Barometer’ report we put out in the US. The key takeaways are similar: For the most part active is a tough slog || morningstar.com/en-uk/lp/europ…
Adam McCullough, CFA retweeted
Anyone interested in the 'Morningstar Active/Passive Barometer' report from which this data is drawn can find it here: morningstar.com/lp/active-pass… (Kudos to its authors, @MstarETFUS and @AdamMcCull.)
Just 38% of actively managed stock funds tracked by Morningstar outperformed their passively managed counterparts last year, down from 46% in 2017 wsj.com/articles/the-2…
Adam McCullough, CFA retweeted
Should Multifactor #ETFs Try to Time the Market? by @AdamMcCull morningstar.com/articles/91118…
Adam McCullough, CFA retweeted
Here's an abridged version of a primer that my colleague, @AdamMcCull, published recently on securities-lending practices among mutual funds. It's short but packed with useful info. morningstar.com/blog/2019/01/1…
Adam McCullough, CFA retweeted
This Strategic-Beta Bond Fund Pulls From the Active-Manager Playbook morningstar.com/articles/90472… via @MstarResearch @AdamMcCull
Adam McCullough, CFA retweeted
.@AdamMcCull has just published a data-rich analysis of securities lending practices among the largest sponsors of ETFs and index mutual funds: corporate1.morningstar.com/ResearchArticl…
Adam McCullough, CFA retweeted
Excellent explainer/analysis of securities-lending practices from my colleague @AdamMcCull morningstar.com/articles/90433…
Adam McCullough, CFA retweeted
Adam McCullough, CFA retweeted
.@AdamMcCull sees little tax pain for ETF investors this year. morningstar.com/articles/90383…
Adam McCullough, CFA retweeted
.@DanielSotiroff provides a useful primer for investors navigating the currency-hedging dilemma: bit.ly/2SeVw99
Adam McCullough, CFA retweeted
The Cheapest Dividend-Focused Fund Available morningstar.com/articles/88550… via @MstarResearch @AdamMcCull
Adam McCullough, CFA retweeted
.@AdamMcCull takes a closer look at two dividend ETFs that highlight the importance of index construction $VIG $PFM: bit.ly/2PuDmP3
Adam McCullough, CFA retweeted
Today we published our inaugural @MorningstarInc European Active/Passive Barometer: bit.ly/2DLZB1m
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