Creating a strategy is hard work. It requires reliable data, keen insights, a touch of innovation, and a lot of difficult decision-making. When executed effectively, it can create clarity and focus ...

When properly identified and diligently managed, capacity and utilization are the North Star for navigating a strategic growth plan. Without attention to and understanding of these two elements, ...

Morningstar analysts consider a variety of factors when assessing funds, including its capacity—the maximum level of money that an actively managed strategy can run without harming its alpha ...

The resource and management plan provides a comprehensive and evidence-based overview of the resources required to achieve the results outlined in the strategy. It shows the resource needs associated ...