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  • MJG December 2018
Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Private Market Investors Say Fees Matter Most In Manager Selection

FYI: Prospective investors in private market funds are more concerned about fee structures than historical performance or fund strategy, according to a PitchBook survey.
Regards,
Ted
https://www.institutionalinvestor.com/article/b1c7h5vy65jhr3/Private-Market-Investors-Say-Fees-Matter-Most-in-Manager-Selection

Comments

  • MJG
    edited December 2018
    Hi Guys,

    Fees always matter, but Morningstar has a more comprehensive way to rate fund management. They use a 5 parameter criteria. These criteria are: Process, Performance, People, Parent, and Price, not necessarily in that order of importance. Here is a Link to their 5-P methodology on this matter:

    http://www.morningstar.com/InvGlossary/morningstar-analyst-rating-for-funds.aspx

    But caution must be applied. Easy investment answers do not exist. Here is a Link that takes exception to the predictive usefulness of most fund rating systems:

    https://www.investmentnews.com/article/20171026/BLOG09/171029958/are-morningstars-ratings-a-good-guide-to-mutual-funds

    The persistent enemy to all projection methods that heavily trade on past performance data is reversion-to-the-mean (RTTM). Fund performance data strongly supports the observation that RTTM is real and a killer. So, investors, please be aware of the dangers in any correlation. Change happens and correlations decay.

    Enjoy the references. Reading time is short.

    Best Wishes

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