Morningstar launches manager research services for institutional investors
Morningstar has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.
Morningstar Manager Research Services combines the firm's fund research reports, ratings, software, tools, and proprietary data with access to Morningstar's manager research analysts.
It complements internal due diligence functions for institutions such as banks, wealth managers, insurers, sovereign wealth funds, pensions, endowments, and foundations.
"Morningstar Manager Research Services is a unique and customisable offering that combines all of our research, data, and tools with access to the unique insights of our manager research analyst team. We've provided analyst access on the equity research side of the house for several years, and firms began asking to talk to our manager research analyst team as well," says Kunal Kapoor, head of global information products and client solutions for Morningstar. "To better represent the breadth and depth of their expertise, we've also changed the name of the analyst team from fund research to manager research. Globally, we have more than 110 manager research analysts in 15 markets who do more than rate and cover funds – they also specialise in analysing the managers and firms that are running the funds.
"We've provided independent analyst research on strategies, firms, and investment trends for nearly 30 years. Having direct access to our manager research analysts can help institutions with their research due diligence, an important part of the process of selecting investments and creating portfolios that deliver better outcomes for investors. As institutional investors work to comply with new regulations and fulfil client demands, Morningstar can help them conduct and complement their own research and supplement advisor and investor communication."
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