Funds: Why Family Matters

The Morningstar Europe, Middle East, Asia Fund Family 100 report looks at fund parent companies through an analyst's eyes

Jackie Beard, FCSI 30 April, 2019 | 9:15AM

At Morningstar, we see long-term opportunities for firms that prioritise investors and align their interests with those of their shareholders. A strong corporate culture is one that exhibits a clear mission to put the investor first and attracts and retains professionals who also support that goal.

This view is a fundamental part of our five-pillar analyst rating methodology, and a consideration that comprises the Parent Pillar. It’s also why our evaluation of fund families strives to identify which firms are in business to maximise their own profits and which firms build a fiduciary relationship with their investors.

Here, we introduce our new structure for this fund-family evaluation:the Europe, Middle East, Asia Fund Family 100 report, which will be published semi-annually – this edition’s data is as of January 31, 2019 – and provide a deep dive into how firms stack up against one another.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Jackie Beard, FCSI

Jackie Beard, FCSI  is Director of Manager Research Services, Morningstar EMEA

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