INVESTMENT MANAGER QUALITY ASSESSMENT

A forward-looking opinion of the relative investment expertise and service quality of asset managers

EXPLORE THE BENEFITS OF A

Investment Manager Quality Assessment

An independent, third party evaluation of manager's overall organizational quality at the company or business unit level
A means of differentiation among rated and non-rated managers
Continuously monitored
FEATURES
The MQ assessment incorporates Moody's analysis of the investment management activities and other management characteristics including, as applicable, the performance of its product offerings, its financial profile and client servicing performance
Unlike Moody's credit ratings, a Moody's MQ assessment does not indicate a company's ability to repay a fixed-financial obligation, or satisfy contractual financial obligations either in its own right or any that may have been entered into through actively managed portfolios
Typical uses

For Managed Investments

Investment Manager Quality Assessment

Note: The MQ assessment is not intended to consider the prospective performance of a portfolio, mutual fund or other investment vehicle with respect to appreciation, volatility of net asset value, or yield.