Manage and Report Data
Firms outsource data management to us to increase efficiency and reduce the costs and risks related to regulations. Our broad data coverage and commitment to quality is why we’re the chosen data provider for industry organisations and leading media outlets. We help meet increasing reporting requirements, too, either through services like fund fact sheet publishing or through our investment analysis platform that allows firms to create their own reports.
Meet Regulatory Requirements
Morningstar proactively works with the asset management industry to introduce leading ideas and solutions to help deal with the consequences related to regulatory changes, while also bringing more transparency and clarity to advisers and investors. Our experts make it their business to decipher regulations and provide solutions to manage them, such as overcoming the challenges of delivering differentiated marketing proposition materials and regulated documents such as KIIDs. We not only offer the highest quality data, but proven expertise in creating communications investors recognise and trust. Our pioneering focus upon full portfolio holdings data and portfolio mapping services address the needs of Solvency II. Senior-level professionals regularly attend our forums to discuss these and other industry issues.
Evaluate and Report Performance
Morningstar streamlines the process of evaluating and reporting on performance. Our robust global database gives asset managers the raw numbers they need to conduct performance analysis, and our software uses that data to make peer and performance attribution analyses easy. Asset managers can also use our independent research and proprietary ratings to quickly get a sense of investment performance and gauge how their offerings match up against competitors’.
Connect With Investors and Advisers
Advisers and investors recognise and trust our
independent research, ratings and proprietary statistics. Our understanding of
the investment world allows us to help asset management firms highlight
the strengths of their products, how they stand out from the competition and
how they might fit within portfolios. Firms have opportunities to interact
with advisers and investors through our online tools, adverts on our
websites and sponsorships of industry events.
Morningstar helps asset managers provide content-rich, intuitive engagement while building a consistent experience for clients by using one independent source for a full spectrum of investor services. From white-labelled editorial content to mobile financial planning tools, we deliver components that appeal to new and experienced investors alike. A complete range of advice and guidance services built on proprietary methodologies is available to help investors plan and save for retirement.
Develop New Products
We help firms bring appropriate products to market that meet investor needs while fitting within regulatory frameworks. Asset management firms
use our data and software to examine asset flows and peer groups for competitive and trend analyses. They launch products such as traded funds based on our research-driven indexes, and turn to our consultants to develop “regulatory-friendly” investment propositions to serve new market needs. Ongoing fund reporting and governance services are available from our consultants.
From real-time data to fundamental research, we provide portfolio managers with tools to select, analyse and monitor investments. Our equity pricing and global market data power trading and portfolio analysis. Rigorous equity and credit research delivers investment ideas and industry context. Portfolio managers tie everything together with our software for asset allocation, risk, security and attribution analysis.
Invesco shapes its products and tracks global market trends with Morningstar Direct™. Full story
Architas spends more time analysing funds and less time crunching numbers with help from Morningstar. Full story
Allianz Global Investors uses Morningstar Direct™ to see its investments as clients and advisers do. Full story
Volatility and the SRRIWe discuss how to prevent this new risk metric from shifting with market changes. Download PDF
Solvency II SolutionsLearn how Morningstar helps manage the operational challenges related to Solvency II. Download PDF
Contact us for details about how we help asset management firms
Learn how we work with life and pensions providers
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Learn how we work with advisers