Working With Morningstar Investment Management
Asset Allocation
Investment Research
Portfolio Construction
Consulting Services for Institutions
Consulting Services for Advisers
  • Morningstar Investment Management offers a variety of consulting services for advisers that begin with our qualitative fund ratings and research. Our investment experts have access to independent, comprehensive investment coverage analysing UK and offshore funds available to intermediaries, including multi-manager funds and life and pensions funds. We use this knowledge and our understanding of the adviser market to help determine the most appropriate funds to fit within each firm’s unique investment approach. Firms and advisers of all types, whether independent or restricted, can use these comprehensive services to support their internal investment process or as an outsourced central investment proposition.
  • Fund Panels for Advisers
    Our fund panel service is a bespoke offering designed to suit each firm’s individual requirements and business model, whether its advisers are financial planners, whole-of-market or multi-tied distributors. Each panel is individual, shaped by the client’s needs and requirements as well as Morningstar analysts fund research. The results are fund panels with unique sets of investments that reflect both our expertise and agreed requirements. This service includes quarterly reports on the bespoke panels.
    Model Portfolios for Advisers
    Morningstar Investment Management designs model portfolios tailored for firms to meet the needs of their clients, freeing advisers to focus on building their business. We apply our detailed knowledge of investments to construct and maintain portfolios that match a range of risk profiles by blending funds with complementary investment styles. We can also deliver our model portfolios to meet asset allocations from the client’s chosen provider.
    Discretionary Managed Portfolios for Advisers
    Independent advisers who prefer to appoint a discretionary portfolio manager can help their clients meet their investment goals with Morningstar Managed Portfolios™. Our line-up of investment choices for advisers brings together Morningstar Investment Management capabilities in asset allocation, investment research and portfolio construction in a range of appropriate portfolio options for clearly defined risk profiles.

    More about Morningstar Managed Portfolios
    Governance and Reporting for Advisers
    Morningstar Investment Management provides extensive client reporting capabilities to help advisory businesses meet their governance needs. We bring an independent perspective and credibility to the governance process. Our governance and reporting services include regular independent and impartial reporting on each of the funds in the range so that our clients can keep their own clients informed.
    Online Delivery of Consulting Services
    Morningstar Investment Management is able to deliver many of our consulting services, such as fund panels, through a web-based platform. This platform helps advisers assess each client’s attitudes to risk, perform investment research, conduct portfolio analysis and undertake investment planning to efficiently serve clients and prospects.

    More about the delivery platform
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