Lipper

company on 1 show · 1 statements across 1 episodes · said 2 times in 2 episodes since 2018

Capital Allocators 2

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Capital Allocators 2

2018 2 mentions in 2 episodes 1 per episode

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1 statements about Lipper, every show

Morningstar style boxes communicate strategy best to retail retirement participants
“We decided that one of the best ways to do that was not to think about funds relative to their Lipper universes, but to think about them in terms of Morningstar style boxes, in terms of a way to convey that, because for retail investors and Morningstar spent s…”
Wayne Wicker Mar 19, 2018 ▶ 28:51 Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)

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