For more stories like this, sign up for the PLANSPONSOR NEWSDash daily newsletter.
Products April 25, 2003
BusinessWeek Online Launches S&P Fund Management Rating
April 25, 2003 (PLANSPONSOR.com) - BusinessWeek
Online will be launching a new "Screening & Research
Tool" for European and Offshore domiciled funds with a
Standard & Poor's Fund Management Rating.
Reported by Eric Hazard
The tool, which launched Friday, evaluates past performance by running funds through a performance screen, favoring performance consistency. From there, the top 20% of funds in a peer group qualify for a further stage of qualitative assessment, culminating into a Standard & Poor’s Opinion and a report on each rated fund, according to a news release.
Also provided in the services is:
- access to S&P’s Rated Fund universe of 1,160 funds (Ex USA)
- access to S&P’s Fund Management Ratings Reports containing analyst opinions, fund ratings, performance reviews, portfolio holdings, team and portfolio manager backgrounds, and investment style
- access to S&P’s Group Profiles on 118 fund management groups
- access to S&P’s electronic Guide to Ratings
- a Quick Search function to go direct to a Fund Report
- select a Fund Group to view ratings and research details on their funds
- screen universe of S&P’s Rated funds (Ex USA)
- list of European countries in which a fund is ‘Registered for Sale’
The service will be available through the www.businessweekeurope.com , www.businessweek.com and www.businessweekasia.com Web sites via the “Investing” channel under “Funds.”