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Rating:Grownups and Investors Go Hand in Hand Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, April 10, 2014

Grownups and Investors Go Hand in Hand

News summary by MFWire's editors

To all those who question whether fund firms need to be run by adults, i.e. business folk, behold.

An article recently published by Morningstar, titled Better Stewardship and Better Returns Go Hand in Hand, bears evidence that firms with strong stewardship characteristics, and low, fees tend to deliver better returns to investors.

The study, written by Bridget Hughes, associate director of parent/stewardship, peered at more than 750 fund firms, looking at things such a average longest PM tenure, retention, and percentage of the firm's fund assets where at least one manager invests more than $1 million of his own money.

To examine fees, Hughes wrote, "Morningstar used its Morningstar Fee Level--Distribution data point, which ranks fund share classes in peer groups that consider strategy as well as distribution characteristics, like load charges and minimum investments."

The article breaks down in full all of the analyses.

Score one for the grownups.  

Edited by: Ning Zhou

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