• Each year, Morningstar and Barron’s conduct a survey examining the perception and usage of alternative investments among institutions and financial advisors. Among this year’s findings: mutual funds continue to grow as the vehicle of choice for alternative strategies and long-short equity strategies continue to garner the most interest. Investors also are turning to nontraditional bonds in response to concerns about the bond market outlook. Download the full survey results now.

    In addition, Morningstar experts shared their insights on the major findings of the survey and how they connect to trends in alternative investment usage and perceptions in a recent webinar. View the slides or listen to the recording now.
  • For Financial Advisors

    Morningstar provides data, insights, and tools to help advisors research and select appropriate alternative investments. Through advisor platforms, we deliver independent analyst reports and ratings on investments across asset classes, including 75 to 80 strategies that cover about 70 percent of mutual funds in the alternative category by assets. Our alternative index solutions, which include commodity and hedge fund indexes, serve as appropriate benchmarks. With our ByAllAccounts service, Morningstar also can aggregate alternative investment data and deliver it to portfolio accounting platforms.

    For Institutional Investors

    Morningstar delivers top-notch alternatives research for institutions that are seeking to support and educate their representatives in the field. Our research is integrated into our data, platforms, and tools, helping product development professionals understand the alternatives landscape.

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