Press Release

DBRS Morningstar Publishes Final Global Methodology for Rating Investment Management Companies

Funds & Investment Management Companies
January 12, 2022

DBRS Morningstar finalized its Global Methodology for Rating Investment Management Companies.

This methodology presents the criteria for which investment management company ratings are assigned and/or monitored.

The methodology supersedes the prior version published on December 7, 2020, and is effective as of January 12, 2022.

No comments were received during the request for comment period.

Notes:
DBRS Morningstar methodologies are publicly available on its website www.dbrsmorningstar.com under Methodologies & Criteria.

For more information on this methodology, or on this industry, visit www.dbrsmorningstar.com or contact us at info@dbrsmorningstar.com.