Lipper
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 19, 2018 by Wayne Wicker · said 2 times in 2 episodes since 2018 · across every show →
Mentions by year
brought up most by Wayne Wicker (1), Michael Cembalest (1)
tap a year for its mentions
2018 2 mentions in 2 episodes 1 per episode
Everything said about Lipper, oldest first
Mar 19, 2018 positive
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…”