skills/datapoint-finder/references/buckets/ref-management-org.md

# Management & Organization

Morningstar datapoints for **Reference Data & Fund Information → Management & Organization**.

| Datapoint name |
|---|
| Advisor |
| Branding Company As of Date |
| Branding Company Manager Retention Month Ending Period |
| Branding Name |
| Branding Name ID |
| Firm % Assets Longest Manager Tenure 0-3 Years |
| Firm % Assets Longest Manager Tenure 12-15 Years |
| Firm % Assets Longest Manager Tenure 15+ Years |
| Firm % Assets Longest Manager Tenure 3-6 Years |
| Firm % Assets Longest Manager Tenure 6-9 Years |
| Firm % Assets Longest Manager Tenure 9-12 Years |
| Firm % Assets Manager Investment $0 |
| Firm % Assets Manager Investment $1-$10,000 |
| Firm % Assets Manager Investment $10,001-$50,000 |
| Firm % Assets Manager Investment $100,001-$500,000 |
| Firm % Assets Manager Investment $50,001-$100,000 |
| Firm % Assets Manager Investment $500,001-$1 million |
| Firm % Assets Manager Investment Null |
| Firm % Assets Manager Investment Over $1 million |
| Firm Asset-weighted Manager Tenure (Longest) |
| Firm Average Manager Tenure (Longest) |
| Firm Manager Retention Rate 1 Year |
| Firm Manager Retention Rate 5 Year |
| Firm Manager Retention Year |
| Firm Name ID |
| Firm Tax Exempt Assets |
| Firm Taxable Assets |
| Firm Total Assets |
| Firm Web Address |
| Fund Manager Successful Experience - Active People Pillar |
| Fund Manager Successful Experience - Ranked - Active People Pillar |
| Investments Managed |
| Local Firm Name - KR |
| Local Firm Name -JP |
| Local Firm Short Name - JP |
| Longest Tenured Manager Name |
| Longest Tenured Manager Start Date |
| Manager Commentary |
| Manager Education |
| Manager Experience |
| Manager Name |
| Manager Ownership Level |
| Manager Tenure (Average) |
| Manager Tenure (Longest) |
| Manager-Committee Member |
| Max Manager Ownership - Active People Pillar |
| Shortest Tenured Manager Name |
| Shortest Tenured Manager Start Date |