Historical Morningstar Fund Category Returns
Data Request/Dependent
Requested by Kent Kramer at Foster Group. 2 seats with BIG upsell potential (6 or so other users). He would like to use the returns data as benchmark to track the performance of their holdings within an Excel model we created for them.
http://news.morningstar.com/fund-category-returns/ but historical
I like this idea
Adding Note: Looking for the data historically
Adding Note: Looking for the data historically
Requested by Aaron Cajka from The Investment Counsel Company - 2 seat pro.
Requested by Aaron Cajka from The Investment Counsel Company - 2 seat pro.
Requested by True Point Wealth. Currently $3,840 but also have 2 addtl seats $7,680 riding on this data. Something very important to them.
"We use the Morningstar category returns as benchmarks, and upload the returns each month to our reporting system. The upload occurs one Day 1 (returns are pulled automatically now thanks to YCharts) but around Day 5 Morningstar revises the month-end returns with updated data. The difference between Day 1 and 5 isn’t large – a few bps here and there – but the revised returns as of month-end aren’t available in YCharts because category returns are updated daily. We need the revised returns in order to satisfy GIPS."
Requested by True Point Wealth. Currently $3,840 but also have 2 addtl seats $7,680 riding on this data. Something very important to them.
"We use the Morningstar category returns as benchmarks, and upload the returns each month to our reporting system. The upload occurs one Day 1 (returns are pulled automatically now thanks to YCharts) but around Day 5 Morningstar revises the month-end returns with updated data. The difference between Day 1 and 5 isn’t large – a few bps here and there – but the revised returns as of month-end aren’t available in YCharts because category returns are updated daily. We need the revised returns in order to satisfy GIPS."
seen this on a couple of sales calls recently, most recent being http://www.titan-advisors.com/. in this instance, being a deal killer.
seen this on a couple of sales calls recently, most recent being http://www.titan-advisors.com/. in this instance, being a deal killer.
Requested by Ben Bukhar at Lord Abbett $97,750
Requested by Ben Bukhar at Lord Abbett $97,750
Requested by Eric Snyder at New York Life/MainStay $57k+
Requested by Eric Snyder at New York Life/MainStay $57k+
Requested by Daniela Jarmillio at Manulife - $28k with big upsell potential
Requested by Daniela Jarmillio at Manulife - $28k with big upsell potential
Requested by Haiqui Gao at Manulife/JH - $265k
Requested by Haiqui Gao at Manulife/JH - $265k
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