Heitman

Heitman stands out from a cost perspective for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors' returns. On average, fees for the firm's funds are in the second-lowest quintile of category peers. Manager turnover at Heitman over the past five years has been higher than at peer asset management firms, potentially a signal that company culture is a bit unstable. Heitman fails to showcase longevity across its product shelf, as evidenced by its five-year risk-adjusted success ratio. This means that, over this time period, only 0% of its roster has been able to survive and beat its respective category median on a risk-adjusted basis. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development.