We are always looking for ways to improve our ratings and research methods. In an effort to make the Morningstar Analyst Rating as useful as possible, we studied how well it has worked over time to identify winning funds. We found that Process, People, and Parent are the three most predictive pillars; therefore, we refocused our rating around them. A thorough assessment of a strategy’s Process, Parent, and People then yields an assessment of how likely it is to outperform its peers. We eliminated the separate Performance Pillar because we believe a fund’s performance assessment is most meaningful when it takes place within the context of a broader, forward-looking evaluation of the investment process, people, and parent firm backing each.
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