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.