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Morningstar is launching a new service to provide its manager research, reports and access to analysts to institutional investors, such as banks, wealth managers, insurers, sovereign wealth funds, pensions, endowments and foundations.
Morningstar has more than 110 manager research analysts in 15 markets around the world, who rate funds and analyze the managers and firms that are running them.
"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,” said Kunal Kapoor, head of global information products and client solutions for Morningstar. “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."
The new service will include access to manager research analysts by phone, email or in person. It will also include research reports for up to 4,000 funds that are covered by Morningstar’s analysts. Investors will also have access to Morningstar Analyst Ratings for funds, Morningstar Stewardship Grades on fund companies, and Morningstar Ratings for more than 35,000 funds. In addition, investors will get research studies, screening, monitoring and portfolio attribution tools, and the company’s data universe.