Style Analysis – Using The Right Benchmark

During his presentation on fund manager style analysis, LSA chief investment officer Brad Kasper noted that many managers diverge from the Morningstar fund category designation for their particular fund.  Drill-down and comparison to appropriate style benchmarks is essential to properly evaluating manager performance and also to properly utilizing a fund to cover a particular asset category.

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1 Response to Style Analysis – Using The Right Benchmark

  1. 2sirivor says:

    Thanks, and kudos to the Kasper family for a dynamic & rather stupendous conference.

    You are certainly the best at what you do.

    Thanks a million. (literally)!

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