A Challenge to Morningstar

Link to Article
  • Author: Journal of Indexes Staff
  • Publication: Journal of Indexes
  • Publication Date: June 18, 2007
  • Intro: Morningstar's style-box method of classification may have a competitor on the horizon. AthenaInvest Inc. has been beta testing a new strategy-based system that aims to categorize asset managers, not by their size/style exposure, but by their stated approach to the market.