An area of strength at Rockefeller is its tenured portfolio management team, which boasts 11 years of average tenure at the firm. This experience builds confidence as long-tenured managers have been through multiple market cycles. The firm’s lineup has demonstrated industry-average durability. Its three-year success ratio is 58%, meaning that 58% of strategies have both survived and beaten their respective category median. A firm's success ratio indicates relative performance and provides insight into a firm’s discipline around investment strategy and product development. Portfolio management turnover at Rockefeller is higher than at peer firms, detracting from the overall assessment of the firm's stewardship. Turnover in the portfolio-management ranks can happen for a number of reasons, including mergers and liquidations, portfolio managers moving into other roles, or portfolio managers leaving the firm. In some cases, such change may not signal a serious or immediate problem at the firm, but can still be disruptive for investors, hinder the effectiveness of a firm’s investment processes, or suggest a weaker investment culture.
Rockefeller is an industry-standard asset manager, leading to an Average Parent Pillar rating.
United States