Press Release

DBRS Morningstar Requests Comments on Proposed Changes to Global Methodology for Rating Investment Management Companies

Funds & Investment Management Companies
December 13, 2023

DBRS Morningstar is requesting comments on the proposed update to its “Global Methodology for Rating Investment Management Companies” (the Methodology), which may, upon the close of the Request for Comment period, supersede the version published on December 7, 2022. The proposed Methodology has been updated for additional clarity and to reduce redundancy. DBRS Morningstar deems the proposed update not to be material and has determined that no outstanding ratings are expected to change as a result of this update.

Comments should be received on or before January 11, 2024. Please submit your comments to the following email address:

[email protected]

DBRS Morningstar publishes on its website all comments received except in cases where confidentiality is requested by the respondent.

Notes:
DBRS Morningstar methodologies are publicly available on its website www.dbrsmorningstar.com under Methodologies & Criteria.

For more information on this methodology or on this industry, visit www.dbrsmorningstar.com or contact us at [email protected].