Broadridge Webinar: Rating Active Funds’ Performance

According to Broadridge, active funds have retained assets, and justified their higher prices based on expected performance in a down market.  In the first quarter of 2020, the S&P 500 was down 19.60%, and the average fund in the Morningstar large blend category fund lost 20.92%, but returns varied by more than 50 percentage points, from positive 10% to negative 40%. Join Broadridge experts on April 29, 2020 at 10 a.m. as they use a case study format to answer key questions for fund boards such as:

  • Did active funds prove their value during the first quarter?
  • Was outperformance for the period enough to offset underperformance relative to the benchmark prior to 12/31/19?
  • Did risk control or defensive measures have the expected effects?
  • How might performance in the first quarter of 2020 affect ratings, flows, and distribution?

The webinar will take place April 29, 2020 at 10 a.m. Registration is available here.