Project Title: Comparison of the trading behaviour of closed-end and open-end fund managers during financial crises
Project Summary: The research projects require various time series data including fund performance, fees, asset flows, holdings and management for externally managed investment funds.
Morningstar Direct provides information on managed investment products extracted from national regulatory filings around the world. This quantitative information is supplemented by a database of manager profiles containing entire professional histories.
The open and closed end databases are comprehensive and survivorship bias free. Research universes can be built within Morningstar using its search functions to filter funds by desired attributes.
The information can be downloaded into excel for subsequent use in econometric analysis.
Project Period: 1.10.13-30.9.2014
Extended till: 30.09.15