Working With Morningstar Investment Management
Asset Allocation
Investment Research
Portfolio Construction
Consulting Services for Institutions
Consulting Services for Advisers
  • Morningstar and Morningstar Investment Management names are recognised and trusted by advisers and institutions that desire a thorough, objective approach. Independence and a comprehensive view allows us to bring a different perspective to investment research and consulting. Morningstar Investment Management pairs its in-depth knowledge of the UK investment market with the global presence and breadth of capabilities available through Morningstar, Inc. to offer clients premier services.
  • Independent Perspective
    Our entire investment process is built on a foundation of independence, which means we are uniquely positioned to provide the independent research, data and consulting services that our clients expect. This independence allows us to create investment solutions that best meet individual client needs.
    Global Reach and Expertise
    Our investment professionals have deep knowledge of the UK market, but they represent only one part of a global network of Morningstar experts. Morningstar consultants are present across Europe, North America, the Middle East, Asia and Australia, where they offer their expertise in local investment markets.
    Investor-Focused Innovations
    Morningstar Investment Management understands that the best way to serve institutions and advisers is to help them serve investors. We reinforce the philosophy of our parent company, Morningstar, Inc., which has a long history and deep commitment to doing what’s right for the investor. Morningstar has provided investor-focused research since the 1980s and is known for industry innovations such as the qualitative Morningstar Analyst Rating™, the quantitative five-star Morningstar Rating™, the Morningstar Style Box™ and a holdings-based fund category system.
    Quality Data and Research
    Access to a breadth and depth of quality data and research gives Morningstar Investment Management a distinct advantage in manager evaluation. Covering timely information on hundreds of thousands of investments around the world, the Morningstar, Inc. database is one of the industry’s largest. It features holdings information that provides valuable insights for portfolio analysis. The manager research process that the Morningstar analyst team has refined over the years allows us to identify and recommend what we believe to be a high-quality, relevant and continually monitored range of investments drawn from all sectors.
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