Morningstar Launches Manager Research Services for Institutional Investors
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Please click here for more information on Premium features or contact us.
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This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today introduced a new 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 customizable 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,” Kunal Kapoor, head of global information products and client solutions for Morningstar, said. “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 specialize in analyzing the managers and firms that are running the funds.”
Kapoor added, “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 fulfill client demands, Morningstar can help them conduct and complement their own research and supplement advisor and investor communication.”
Morningstar Manager Research Services includes: • Comprehensive insights from manager research analysts, with access by phone, email, or in person; • Research reports for up to 4,000 funds globally, including active, passive, multi-asset, exchange-traded fund, and closed-end fund strategies, produced by more than 110 manager research analysts globally; • Morningstar Analyst Rating™ for funds, which represents the Morningstar analysts’ conviction in the fund’s ability to outperform on a risk-adjusted basis over the long term and is expressed as Gold, Silver, Bronze, Neutral, or Negative. Analysts arrive at a rating through an evaluation of five key pillars—People, Process, Parent, Performance, and Price—each of which are rated as Positive, Neutral, or Negative and then combined for the overall Morningstar Analyst Rating. The ratings are available for approximately 3,500 funds globally; • Morningstar® Stewardship GradeSM for approximately 35 fund firms in the United States and Canada. Firms receive a grade from A to F to help investors identify companies that do a good or poor job of aligning interests with their fund shareholders. The grade evaluates corporate culture, manager incentives, fees, and regulatory history, along with board quality for U.S. firms; • Morningstar Rating™ for more than 35,000 funds globally, which is a quantitative, risk-adjusted measure of a fund's past performance and expressed as 1 to 5 stars; • Research studies, white papers, and perspective about relevant issues, investment themes, asset class trends, and industry events; • Screening, monitoring, and portfolio attribution tools; and • An expansive data universe that encompasses approximately 160,200 open-end mutual funds, 10,700 exchange-traded funds, 7,400 closed-end funds, and 10,700 separate accounts and collective investment trusts.
Morningstar delivers Manager Research Services in concert with Morningstar DirectSM, its institutional global research platform. The price varies based on the level of analyst access and customization, and access to Morningstar’s analysts varies based on the jurisdiction.