Since 1990, Standard & Poor’s Fund Management Ratings have provided insight into the performance of the world’s leading investment funds by examining how it was achieved and an evaluation of the people, processes and team.
Individual funds are assessed on a detailed and systematic process that covers an in-depth interview with the lead portfolio manager.
Standard & Poor’s offers qualitative assessment of over 1,400 managed funds utilizing a team of over 40 professional fund analysts. Funds analyzed include conventional equity funds, fixed income funds, balanced funds and more complex funds using derivatives, long/short strategies and fund-of-hedge-funds. Our expertise extends to specialist funds (eg infrastructure, climate change, Shariah) and newly-launched funds.
Once a fund is covered, Standard & Poor’s produces a report covering key findings as well as other essential information about the fund. Each rated fund is systematically monitored in order to keep the rating up to date. The report includes:
Analyst opinion
The management style
Background to the investment team
Explanation of the performance and portfolio review
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