Morningstar® Principia®
Flexible investment research and portfolio management software.
Research & Analysis
Portfolios & Diagnostics
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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
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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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