How to Benchmark a Multi-Asset Fund

Presented by

Robert Edwards & Matias Möttölä

About this talk

Ever since the global financial crisis of 2008, investor money has flooded into funds that combine stocks, bonds, and other asset classes. According to Morningstar data, assets in multi-asset mutual funds and ETFs reached $4 trillion in 2020, up from roughly $1 trillion in 2008. While they go by different names and come in varying shapes and sizes, these multi-asset funds share built-in asset allocation and often target an objective. But while multi-asset strategies have many positives, they present a real challenge when it comes to benchmarking. Defining the investable universe in a way that allows measurement is a difficult task. Multi-asset investment managers respond with a wide range of solutions and the result is a muddle for investors. In this webinar, you will learn about how Morningstar analysts benchmark multi-asset funds using the new Morningstar Target Allocation Index through Morningstar Direct. Presented by: Robert Edwards, Senior Investment Product Manager, Index Products Matias Möttölä, Associate Director, Multi-Asset and Alternatives, Manager Research, EMEA Duration: 45 min Language: English

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