We provide clients rigorous evaluations to aid in fund portfolio analysis and selection. Our fund research covers all styles and market capitalization segments, spanning global equity and fixed-income markets. We also evaluate separately managed accounts (SMAs), ETFs and insurance sub-accounts. Our team of fund analysts recommends lists of these for portfolios tailored to client-supplied requirements based on Standard & Poor's high standards for performance, consistency, process discipline and management quality.
The Standard & Poor's Fund Selection Process:
Standard & Poor's fund research fulfills the needs for plan sponsors and their participants for better information, not more information. It provides an effective method of identifying top funds that meet specific investment objectives. By linking consistency of performance with management expertise, Standard & Poor's comprehensive, objective evaluations enable plan sponsors and their participants to make more informed mutual fund decisions with greater confidence.
The universe of funds to evaluate can be limited to a closed set that the client makes available in its program or it can be selected by Standard & Poor's professionals from the more than 120,000 funds in the Standard & Poor's global fund database to address a target market and range of investment objectives.