Don’t bet the house on fund ratings

  • Gain an understanding of: the fund rating industry
  • Be able to understand: why fund rating methods are being called into question
  • Comprehend: future prospects for the fund rating industry
Don’t bet the house on fund ratings

Fund ratings services have come under fire after an FCA review warned that remuneration models pose a challenge to their objectivity. The FCA’s interim report, which forms part of an ongoing review of the asset management sector, also questioned whether ratings services provide enough of a focus on fees relative to performance. 

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  1. How many passive funds were featured in the main or separate sections of best buy lists in December 2015?

  2. What did the FCA find about the performances of funds given a five-star Morningstar rating on a quantative basis?

  3. What does Mr Okusanya say about fund rating companies?

  4. What is Steve Wilson’s largest concern with fund ratings?

  5. What does Mr Mills say about focusing on quantitative analysis when it comes to rating funds?

  6. How much of an influence does receiving revenue from asset managers have on RSMR?

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