Morningstar® Equity Research Services
Insightful investment ideas from independent analysts.
|Senior Vice President|
R.W. Baird & Co.
|Baird is a Midwest-based brokerage firm that specializes in capital markets, corporate finance, and asset management.|
We’ve been using Morningstar’s mutual fund information for years. Several of our financial advisors began subscribing to Morningstar’s stock research on their own and encouraged the firm to take a closer look. We were seeking more expansive coverage internationally because we believe our clients should have more international exposure in their portfolios.
A higher level of access
We were also looking for better service. With other research sources, we had no one to call or we would have had to pay a lot for access. I felt like we were missing something when we only received research reports. Morningstar® Equity Research isn’t just a “me-too” product. I felt Morningstar’s research would take us to a higher level—it gives us better international coverage and is easy to use. And we fell in
love with Morningstar’s
|methodology and its packaged approach to research, which includes access to analysts and equity strategists.|
A voice that dares to be different
We get information from Morningstar on a timely basis—and it’s independent. Independence is 150% important to me. It’s also important to us that Morningstar’s recommendations are different from other sources. Its valuation rationale is clear and logical, and the reports are written in a user-friendly way without a lot of abbreviations or analyst jargon.
Sound recommendations in less time
We also have access to Morningstar’s real-money Tortoise and Hare portfolios, made up of 30 or so stocks and actively managed by Morningstar equity strategists. Our brokers use these portfolios as idea generators with our clients.
|Direct answers from analysts|
The Morningstar equity strategists and stock analysts have made themselves readily available to us. There’s also a liaison desk to call if we have questions. Since we started subscribing to Morningstar Equity Research, I’ve felt a real commitment to service and to making us happy.