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jptak

Yep, you might be right. I was working from this doc (at the end of which you'll see we list the 'v1.0' version of the methodology dated 2011. https://advisor.morningstar.com/Enterprise/VTC/Morningstar_Extended_Performance_Final.pdf It predates me, so wish I was able to be more exact. Apologies.

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Users name: jptak
Joined: September 2016
Visits: 580
Last Active: October 30
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jptak

Yep, you might be right. I was working from this doc (at the end of which you'll see we list the 'v1.0' version of the methodology dated 2011. https://advisor.morningstar.com/Enterprise/VTC/Morningstar_Extended_Performance_Final.pdf

It predates me, so wish I was able to be more exact. Apologies.

October 10
Alban → jptak

thanks. I came across this link however which suggests perhaps an earlier time?
https://advisor.morningstar.com/enterprise/VTC/MorningstarExtendedPerformance.pdf

October 10
jptak

Hi there. It appears that we rolled it out in Mar. 2011. I hope that's helpful.

Kind regards,
Jeff

October 10
Alban → jptak

hello jptak:

Quick question: When did Morningstar introduce the extended performance methodology?

Thanks a lot, Alban

October 10
jptak joined.

Welcome Aboard!

September 2016