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Morningstar
®
Principia
®
Flexible investment research and portfolio management software.
Overview
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Research & Analysis
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Related Products
Advisor Workstation
Separate Accounts
6,300+ separately managed accounts, collective investment trusts and group annuities from more than 1,000 managers
220+ screenable, rankable fields
500+ benchmark indexes, categories, and objectives
Eight-page Separate Account Comprehensive includes premium strategy research in the industry’s most complete report
Exclusive information on wrap-account and TAMP programs
Customization features, tax efficiency strategies, fee breakpoints, and dispersion of accounts
Product and firm narratives
Monthly electronic updates
View key data points
View reports and graphs
Evaluate money managers’ separate account strategies to identify the best platforms and providers for your clients. This module helps you illustrate how separate accounts might strengthen an investment strategy in a balanced portfolio.
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