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). Register online.