Investment Manager Quality Assessment

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

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Key features

ratings

The MQ assessment incorporates Moody’s Ratings 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

ratings

Unlike credit rating products, a 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

moodys

For managed investments


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.



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