How effective are stewardship grades?

Firms with an A grade are twice as likely to outperform firms with a C grade, says director of manager research, Christopher Davis.

Ashley Redmond 29 September, 2014 | 5:00PM Christopher Davis

 

 

Ashley Redmond: I'm Ashley Redmond for Morningstar.ca. We launched Stewardship Grades in 2010 to find out how investor-friendly mutual fund companies really are. It's 2014, it's four years later, and we want to know how effective Stewardship Grades have been in predicting performance. I'm joined by Director of Manager Research, Christopher Davis, who wrote a white paper on Stewardship and he's here to share some of his findings.

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Ashley Redmond

Ashley Redmond  Ashley Redmond is a Vancouver-based freelance writer.