The firm has proven successful at holding onto portfolio management talent, providing continuity for strategies, as displayed by lower-than-average turnover in the past five years compared with asset management peers. The product lineup at SKBA has exhibited exemplary durability compared with peer asset managers when looked at over the past five years. Notably, its five-year risk-adjusted success ratio stands at 100%, meaning that 100% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 3.0 stars.
ESG Investing Keeps Pace With Conventional Investing in 2022
A look at Morningstar’s sustainability indexes and which funds outperformed.