With research and analysis available in each Morningstar® 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.
- Search through hundreds of criteria to identify the most suitable matches for each client.
- View underlying stocks and bonds to determine what drives investment performance.
Rank by Stock or Bond
- Search for investments that hold a specific security to determine which managers are buying or selling it.
- Customize the appearance of your spreadsheet for quick comparative analysis.