Investment Consulting
 Overview |
| Plan Evaluation |
 Manager Search |
| Investment Monitoring |
| Asset Allocation |
| Enhanced Investment Services |
Defined. Detailed. Systematic.
Leading the process for identifying high-quality investment managers, Morningstar defines the role of that manager's product within an overall investment structure. Through extensive industry experience and due diligence, Morningstar identifies the strengths and weaknesses of managers to find the best fit within a portfolio, investment line-up, or product offering.
Manager searches: An independent perspective
Morningstar can assist in selecting an appropriate fund manager or sub-adviser. With proprietary methodologies and access to Morningstar's comprehensive holdings-based database, consultants analyse prior performance records, manager tenure, and style consistency to identify the best managers within any investment category. Morningstar can also establish benchmarks to measure success.
Product perspective: Knowing the advantages and pitfalls
Our research team has experience in a wide range of managed products, including managed funds, superannuation, and separate accounts. They are familiar with the many investment styles and substyles - and their advantages and pitfalls. They also track portfolio managers and are well-versed in the strengths and weaknesses of the hundreds of money management firms.
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