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Morningstar’s Stewardship Grades Scrutinized By Ropes & Gray’s Paulita Pike In Fund Board Views

Practices: Investment Management

“In keeping with the spirit of today’s rank-obsessed world, it seems appropriate to evaluate Morningstar and consider the job that it has done with its Stewardship Grades. Essentially, it’s time to grade the grader,” stated investment management partner Paulita Pike (Chicago) in a recently authored article published in Fund Board Views. In this article, Ms. Pike examines Morningstar’s grading methodology, as well as their approach and handling of various categories, including Manager Incentives and Fees, Regulatory History, Corporate Culture, and Fund Board Quality. Click here to learn which grade Ms. Pike awarded Morningstar’s grades, and to see her assessment of their treatment of various categories.

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