We are looking for well-rated Canadian-domiciled ETFs and mutual funds with a woman among the longest-tenured managers on the fund
With International Women’s Day just behind us, one can’t help but notice the stark lack of female-led portfolio management in the industry today. Case in point, Morningstar’s U.K. office conducted a short study last year and found that there were actually. Quite a sobering stat. Though Canada’s investment industry is better off Dave-wise, one would still be quite hard-pressed to find a female-led portfolio management team, let alone one with great performance.
have a woman listed among the longest-tenured managers on the fund, implying that their presence has significant influence on management decisions; have received four- or five-star Morningstar Rating for Funds, indicating that the fund has historically outperformed respective category peers after fees, on a risk-adjusted basis. Our data shows that although the star ratings are backward-looking, funds that have received five stars as a group outperform those that have received four stars, three stars, etc. in periods after receiving the rating.
have received a Morningstar Quantitative Rating of gold, silver or bronze, isolating funds that Morningstar believes will produce excess after-fee returns in the future, based on our analysis of people , parent and process . I note here importantly that gender disclosure is not required by Canada-domiciled fund managers in their regulatory filings – and in some cases specific managers’ names are not disclosed in public documents either. As such, this was curated via a manual look through a list of longest-tenured managers, noting the possibility that we didn’t capture all funds in the universe today.
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