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Why don’t you rate price and performance anymore?

The changes we are making to our Analyst Rating make it a better gauge of which funds will perform well in the future, as opposed to rewarding those that performed well in the past. We believe a fund’s performance assessment is most meaningful when it takes place within the context of a broader evaluation of its investment process, people, and parent firm. Our research has found that these are the three most predictive pillars, so we are refocusing our rating around them. A thorough assessment of a strategy’s process, people, and parent then yields an assessment of how likely it is to outperform its peers.

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