Name: Analyzing the Constant Compression of Fund Fees
Start: 2023-12-13T15:00:00Z
End: 2023-12-13T15:00:29.000Z
Location: BrightTALK
Rating: 4.5

Investment research and analysis for financial professionals. Unpack the latest investing trends. When you subscribe to the channel, you unlock unlimited access to tips on portfolio management, investment planning, business growth, and more. 

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Efficient performance reporting is essential for effective due diligence. Join us for a live session to explore how Morningstar Direct’s performance reporting capabilities can help you surface key insights faster, simplify complex workflows, and improve team-wide efficiency.

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Élaboration des revues de performance dans Direct Advisory Suite

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Building Blocks of Advice: Research, Portfolios, and Risk in Direct Advisory Suite

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Morningstar is committed to increasing transparency, explainability, and confidence in our Medalist Ratings. Join us for an in-depth webinar where we’ll introduce our simplified approach to ratings and methodology. 

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- New Price Score: A Morningstar Medalist Rating Price Score from –2.5 to 2.5 will explicitly reflect whether an investment’s fee is a liability or competitive advantage, subtracting from or adding to the overall rating.  

- Fixed Rating Thresholds: Medalist Ratings will be determined by a simple combination of fundamental pillar ratings and a Medalist Rating Price Score, increasing stability by eliminating a forced distribution of ratings that caused ratings to change based on updates to other funds.  

*Fund Manager Successful Experience: Tenure-weighted average of the successful manager experience values for the managers listed on the fund. The successful manager experience value for each manager is the total number of months over the past 10 years in which a manager achieved a positive gross-of-fee excess return over the category index, minus the number of months with negative ones.

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Fund fees have continued their dramatic decline for a variety of reasons.  

Join us for this focused webinar to learn about fee compression, investment trends, and what it may mean for asset managers in the future. 

In this webinar we will: 
- Expose trends in fund fees paid by investors 
- Examine the changing shape of advice 
- Explore fee competition among the largest asset managers 
- Demonstrate the analysis process using the US Fund Fee Trends Notebook in Direct

Analyzing the Constant Compression of Fund Fees

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Analyzing the Constant Compression of Fund Fees

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