Investment Consulting
 Overview |
 Plan Evaluation |
| Manager Search |
| Investment Monitoring |
| Asset Allocation |
| Enhanced Investment Services |
Independent. International.
Investment solutions for your business.
Benefit directly from Morningstar's worldwide network bringing a global perspective and standard methodologies to the Australian market. Our consulting services focus industry expertise on your business, to design and implement solutions tailored to meet your specific needs.
Plan
Evaluation
- Asset class structuring
- Investment line-up diagnosis
- Portfolio/plan diagnosis report
- Investment Policy Statement
Manager
Search
- Subadvisor search
- Fund manager search
Investment
Monitoring
- In-depth analyst reports
- Customisable board reports
- Watch process
- Approved lists
- Custom analysis
Asset
Allocation
- Category identification
- Asset Allocation Strategy
- Asset Allocator Programme
- Sales and client brochures
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