Standard & Poor's Fund Services provides research to advisors, institutional investors and fund managers themselves. The same standards of independence, expert research techniques and disciplined and consistent methodology are available to assess management groups and funds outside of the ratings process.
Qualitative assessment of managers and their funds can help in any area where an understanding of investment management philosophies, processes and people is essential.
Benefits
Institutional investors seeking an independent qualitative view on a fund manager
Fund groups looking to benchmark themselves against the disciplines of the ratings process without publishing the results
Provides high-level analysis on funds that do not meet our minimum qualitative criteria
