TITLE

Morningstar glitch prompts advisers to question data sources

AUTHOR(S)
Romeo, Valentina
PUB. DATE
October 2015
SOURCE
Fundweb;10/15/2015, p1
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article reports that the glitch by investment research firm Morningstar Inc. has raised questions from financial advisers on what data they should trust when assessing asset allocation of funds. Particular focus is given to what financial advisor Wishart Wealth Management Ltd. managing director Iain Wishart raised with Seven Investment Management LLP regarding a misallocation to bonds, cash and money market instruments in the firm's AAP Balanced fund when comparing data from Morningstar.
ACCESSION #
110378854

 

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