As 2008 Fades From View, Watch Those Scorecards
The 401kWire’s Neil Anderson references new research from MPI’s Megan Woods and Jeff Schwartz on the need to monitor the way mutual funds rank in traditional Defined Contribution scorecards as the impacts of the Financial Crisis fade from the 5 year window commonly used in fund screens and rating systems. The elimination of the Crisis […]
The 401kWire’s Neil Anderson references new research from MPI’s Megan Woods and Jeff Schwartz on the need to monitor the way mutual funds rank in traditional Defined Contribution scorecards as the impacts of the Financial Crisis fade from the 5 year window commonly used in fund screens and rating systems. The elimination of the Crisis downmarket has led to rapid changes in the way funds rank and overall volatility in fund rating systems. See the full research, “Crisis in the Rearview Mirror”.