Updated U.S. Category MethodologyData Enhancements
Added U.S. categories: Long-Short, Inflation-Protected Bond, Target-Date 2000-2014, Target-Date 2015-2029, Target-Date 2030+
Added broad asset class: U.S. Balanced (contains Convertibles, Conservative Allocation, Moderate Allocation, World Allocation, and the three new target-date categories)
Updated U.S. Category Methodology
Added Morningstar Rating data points for exchange traded funds (ETFs). Note: the Rating Analysis report will not generate for ETFs
Morningstar Rating for ETFs Fact Sheet
Renamed AIMR GIPS Compliance and AIMR GIPS Compliance Date to GIPS Compliance and GIPS Compliance Date. Legacy AIMR PPS data points will remain in Direct for several months. Please refer to the CFA Institute web site for more information about performance reporting standards for separate accounts.
Removed unused Taiwan categories
Resolved several issues including blank rows in policy viewer and various data points showing as numbers instead of words