Fund Ratings
Elevate your investment decisions with CSPI Ratings' Fund Ratings. Our service provides a forward-looking opinion on the relative investment quality of fund investments across various styles, offering insights that go beyond traditional credit assessments.
Multiple Level Assignments: Our Fund Ratings can be applied at multiple levels—investment manager, strategy, or individual fund—ensuring tailored analysis to suit your specific needs.
In-Depth Analysis: We evaluate critical aspects of investment quality, including the investment framework, company and investment resources, performance, and client servicing.
Globally Accepted Rating Scale: Our ratings range from ★ (weak) to ★★★★★ (excellent), offering an easy-to-understand and globally accepted assessment of investment quality.
Comparable Insights: Designed to be comparable with other fund ratings on the market, providing you with a reliable benchmark to evaluate investment options.
Flexible Service Options: Our Fund Ratings are available on a point-in-time basis, with options for rating updates upon request. The Fund Ratings can also be assigned with ongoing surveillance for continuous monitoring upon your request.
The service of Fund Ratings is not a credit rating. The investor should not make investment decisions solely based on the outcome of our Fund Ratings service.
Illustration of Fund Ratings Levels
Rating | Description |
★★★★★ | Investment managers or funds are assessed to be characterized with the “highest” investment quality relative to those with a similar investment strategy. |
★★★★ | Investment managers or funds are assessed to be characterized with “high” investment quality relative to those with a similar investment strategy. |
★★★ | Investment managers or funds are assessed to be characterized with “average” investment quality relative to those with a similar investment strategy. |
★★ | Investment managers or funds are assessed to be characterized with “low” investment quality relative to those with a similar investment strategy. |
★ | Investment managers or funds are assessed to be characterized with the “lowest” investment quality relative to those with a similar investment strategy. |
For Business Enquiries
Enhance your investment strategy with CSPI Ratings' expert analysis. For more information or to discuss your specific needs, please contact us at commercial@cspi-ratings.com
One of our dedicated representatives will promptly get in touch with you to explore how CSPI Ratings can assist you.