CFS Rating, a company operating in the finance world, offers to those dealing with the asset management world useful tools, accompanied by analyses and assessments by a team of independent professional analysts, in addition to its own proprietary rating. Thanks to experience accrued over 15 years, CFS Rating is now a leading company in providing financial analyses to the majority of Italian financial institutions.
CFS Rating assigns the rating to funds that have an historical series of data exceeding three years. A number of stars from 1 to 5 (5 stars is the best result) is assigned to each fund, within the specific category. The attribution of the stars is based mainly on the assessment of the fund expressed by two indicators: Sharpe (risk/return ratio) and Alpha (ability to systematically beat the benchmark) Ratio.
CFS RATING – Awards
Etica Azionario
“Best 300 SRI” (2016)
4 star rating (data as of 2016-12-31)
Etica Bilanciato
“Best Over 10 Years” (2006-2016)
4 star rating (data as of 2016-12-31)
Etica Rendita Bilanciata
“Best 20 SRI” (2016)
Etica Obbligazionario Misto
“Best Over 10 Years” (2006-2016)
4 star rating (data as of 2016-12-31)
Etica Obbligazionario Breve Termine
3 star rating (data as of 2016-12-31)
The criteria for assigning the rating and awards are available at the website: http://www.cfsrating.it/corporate/rating.html
Responsible finance Awards Institutional investor
