Investment Consulting
 Overview |
| Plan Evaluation |
| Manager Search |
 Investment Monitoring |
| Asset Allocation |
| Enhanced Investment Services |
Structured. Timely. Customised.
Morningstar is experienced in monitoring investments according to a range of criteria and reporting their findings to clients on an ongoing basis. Institutional clients use this information as a critical component of making prudent investment decisions and maintaining a sound investment line-up that meets investors' needs.
In-depth analysis: Ongoing, active investment monitoring
Our investment consultants continuously monitor retirement plan line-ups or other sets of investments. They conduct style and attribution analyses and can customise their analysis to address specific client questions. They can also create a 'watchlist' when a negative development has occurred and provide clients with detailed reasoning behind the watchlist status, as well as with follow-up recommendations if the problem persists.
Detailed reports: Support decision-making and implementation
The findings from our monitoring efforts are put into comprehensive reports for institutional clients and stakeholders. Customisable board reports that evaluate fees and other factors are also available. Presentations and reports from our investment consultants foster understanding and support decision-making and implementation.
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