A new partnership between Clartan Associés and Morningstar

From March 2020, the monthly data sheets for our funds will be produced with the support of Morningstar.

“We welcome the fact that this core element of our documentation now benefits from the well-established expertise deployed internationally by Morningstar, to high quality standards,” commented Jean-Baptiste Chaumet, Chairman of Clartan Associés (formerly Rouvier Associés).
“The Morningstar team is delighted to support Clartan Associés in its international development projects over the long term. Morningstar welcomes the idea of expanding our partnership with Clartan Associés to cover the automation of its reporting for the short, medium and long term,” added Lucia Melluzza, Marketing Director, Morningstar France.

NB: the Rouvier SICAV will be renamed Clartan from 1 July 2020.
The funds’ investment strategies, ISIN codes and historical performance data will be unchanged.