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Principia
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Related Products
Plan. Create. Implement.
With research and analysis available in each Principia® module, advisors can perform intensive search and screening functions with exclusive features, such as the Morningstar Rating™, Morningstar Style Box™, and Morningstar Category. Using consistent data across investment types allows advisors to better build and manage clients’ multi-asset portfolios.
What you can do:
Use Research Mode features available in every module:
Find an Investment/Field - Access any investment or column heading in the Research View.
Principia
Search - Search through hundreds of criteria to identify the most suitable matches for each client.
Principia
Underlying Holdings - View underlying stocks and bonds to determine what drives investment performance.
Principia
Rank by Stock or Bond - Search for investments that hold a specific security to determine which managers are buying or selling it.
Principia
Layout/Rank - Customize the appearance of your spreadsheet for quick comparative analysis.
Principia
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Sample Reports
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Product Fact Sheets
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