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5394   T Shares and the Evolution of Share Class Types 30 Mar 2:00PM 3:00PM March Tuesday 21 2017

Morningstar will discuss implications for assessing performance history of new shares, making apples-to-apples expense comparisons, and more. This webinar will review what Morningstar knows from preliminary filings of transactional and, separately, clean, or stripped, share classes and what we know from conversations with asset managers about their intentions to create new share classes or otherwise shuffle their decks. Morningstar is also defining the requirements for new share classes to qualify as “transactional” or “clean” in our databases.

Please join Paul Ellenbogen, Sagar Patel, and Christina West from Morningstar as they discuss these issues.  

This webinar will be broadcast live on Tuesday, March 21, 2017 at 2 pm (ET).

To receive member pricing, login to the site before clicking register.  If you need assistance, call the Forum at (202) 507-4488.
            Forum Webinar Series      
Paul Ellenbogen, Ph.D.
Director of Board Consulting Services
Morningstar

Sagar Patel
Database Leader, US Open End Funds
Morningstar
 
Christina West
Investment Consultant
Morningstar
$100
Free
W     Mar March Tuesday 21 2017     0.0000 0.0000
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