Loading Events

« All Events

  • This event has passed.

What Factors Drive the Success of a New Fund

September 13, 2016 @ 5:30 pm - 7:00 pm

| $20
Madison Sargis from Morningstar on “What Factors Drive the Success of a New Fund”
This paper seeks to explain successful fund launches globally for equity, fixed income, and allocation asset classes and understand the factors that drive investor preferences for these new funds.  We define success as the forward 36-month Star Rating and investor preferences as the forward 36-month cumulative flows.  By studying the two models in parallel, our goal is to explain how investor preferences for funds are aligned or misaligned with factors driving future Star Ratings.

Speaker Bio

The Speaker: Madison Sargis

Madison Sargis
Quantitative Analyst
Morningstar, Inc.

Madison Sargis is a quantitative analyst on Morningstar’s Quantitative Research team. Sargis joined Morningstar in 2014. She previously worked as a product consultant, and a client service team lead before joining the Quantitative Research team in 2016. Sargis holds a bachelor’s degree in mathematics from the University of California, Berkeley, where she graduated cum laude.

How to Pay

RSVP to pittsburghqw@gmail.com today

Admission Details:
Cost is $20 if pre-paid or RSVP and $25 at the door.
(No CC at the door please)

PrePay via PayPal


September 13, 2016
5:30 pm - 7:00 pm


Sharpe Edge
922 Penn Avenue
Pittsburgh, PA 15222 United States
+ Google Map