New MPI Research: Fund Ratings See Major Shakeup on 10th Anniversary of the Financial Crisis
This is a multi-part research series on fund ratings in which we use proprietary functionality leveraged by our clients to develop custom fund rating systems.
While the health of the bull market and mounting pressure on active products continue to capture the money management industry’s attention, fund analysts have observed a significant disruption in fund ratings as the Global Financial Crisis has faded from the 10-year return window.
Our latest research series (as featured in The New York Times, The Irish Times, Risk.net and others) looks at why this happened and what you can do to help mitigate future disruptive events. It also poses the question: Are we placing too much, or too little, emphasis on performance during the crisis when evaluating or rating funds?