Morningstar case study

Policy Proposal:‘Presentation of Past Performance Post-RDR'

Published by : Morningstar

This paper outlines the Morningstar's proposed solution to the challenge of presenting historical fund performance, given the launch of new, commission-free share classes being introduced to investors under changes required by the Retail Distribution Review (RDR).


In September 2012, Morningstar gathered industry representatives to discuss the options available, where it was clear that opinion among participants was divided. In its resulting Policy Proposal paper, Morningstar evaluates two options available to meet the challenge of presenting historical fund performance going forward, offers the company's proposed solution, and presents a detailed decision tree for its implementation.


 

Published:26 November 2012

Business Area: Fund Performance

Type: Portable Document Format (.pdf)

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