Q4-2015-Morningstar-Report

Key Takeaways

  • Morningstar is tracking 755 strategies from 154 firms with total assets of $73 billion through December 2015.
  • Total assets in these strategies tracked by Morningstar fell 3% in the fourth quarter of 2015.
  • Global All-Asset strategies retain the top position, collectively accounting for 30% of the universe.
  • 2015 was a challenging year for most managers, as they struggled to stand out in a market that was moving sideways.
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