Standard & Poor’s to Research, Rank SMAs

Standard & Poor’s has expanded its mutual fund investment research and ranking services to include separately managed accounts through a partnership with Prima Capital.

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S&P’s SMA ranking will launch with information on 400 products from 250 managers, which will be augmented by in-depth reports on the money managers and comparisons of their products, including screening tools.

"Providing a full range of independent mutual fund and separate account analysis to the institutional and adviser markets was Standard & Poor’s driving force behind this agreement," said Phil Edwards, managing director of funds research. Gib Watson, founder and president of Prima Capital, said his firm and S&P have compatible research methodologies, particularly when it comes to independence and objectivity.


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