BENCHMARKS, RESEARCH, DATA SETS AND ANALYTICS

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Fund Services

Since 1990, Standard & Poor's Fund Services has provided an unrivalled insight into the performance of many of the world's leading investment funds by examining not only what managers have achieved, but how. In a rigorous process of qualitative research, analysis and deliberation, managers are assessed on their skill and experience, the stability of their parent group, the appropriateness of their investment policies, and the sustainability of the performance of their fund.

The Fund Research team of 13 analysts in Europe has an average 16 years' investment experience. They undertake face-to-face interviews with fund managers around the globe, covering around 1,100 funds.

Standard & Poor's Fund Management Ratings are used by our customers to gain and retain assets. Our in-depth research is used by pension funds, private banks, family offices and other professional advisers as a primary or secondary filter in their investment process.

Our coverage includes long-only equity, fixed income funds, specialist funds and alternatives including funds-of-hedge-funds, absolute return and Ucits funds. Our qualitative process also allows us to cover newly launched funds.

Our Products

Fund Management Ratings
Standard & Poor's Fund Management Ratings provide in-depth insight into the performance of many of the world's leading investment funds by examining not only what managers have achieved, but how.

Fund Research
The market knowledge, capabilities and analytical expertise that underlie Standard & Poor's Fund Management Ratings can be employed to provide commissioned research.

Fund Services ratings and research can be found at www.fundsinsights.com

The site provides access to our fund reports and associated research in an easily navigable format in English, French, German and Spanish language versions.

Please visit www.fundsinsights.com Select your location and follow the prompts to complete the registration form for access.


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