MUTUAL FUND GRADINGS
We offer an independent, qualitative assessment of the performance of mutual funds’ management practices and of the asset management company managing the fund. Our assessment considers the following:
- Organizational structure and track record/reputation
- Investment process and performance
- Operational policies and efficiencies
- Risk management
- Selling and client services practices
Our Mutual Fund Gradings helps the fund assess the quality of its management, systems and processes and overall governance.