Segue mais contexto: desculpe pelo link.... 18:35 Dec 15, 2010
Morningstar Inc. may consider reviewing the way it displays information to financial advisers and their clients about returns on variable annuity subaccounts. The issue came up last week when an adviser reported that the way Morningstar depicts the VA subaccount returns on customer reports differs from the way the same funds' performance is presented in the Morningstar Principia program, which advisers use.
The issue came up last week when an adviser reported that the way Morningstar depicts the VA subaccount returns on customer reports differs from the way the same funds' performance is presented in the Morningstar Principia program, which advisers use. “We would show someone actual year-by-year performance versus the other investment, but [the report] doesn't show it to them in a cumulative way or in the form that they're most used to,” said Mark Cortazzo, a principal of Macro Consulting Group. “It requires more explanation.”
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