The site provides access to our fund reports and associated research in an easily navigable format in English, French, German and Spanish language versions.
Please visit www.fundsinsights.com.
Select your location and follow the prompts to complete the registration form for access.
Since 1990, Standard & Poor’s Fund Management Ratings have provided insight into the performance of the world’s leading investment funds by examining the people, processes and team behind the fund.
Standard & Poor’s offers qualitative assessment of around 1,600 managed funds globally. Funds analyzed include conventional equity funds, fixed income funds, balanced funds and more complex funds using derivatives, long/short strategies and funds-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 fund rating up to date. The report includes:
Analyst opinion
Management style
Background to the investment team
Explanation of the performance and portfolio
review
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