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Manager Benchmarks
Data sets for precise peer analysis.
Overview
Morningstar Methodology
Benchmark and Investment Types
Applications
Delivery Methods
Morningstar’s Manager Benchmarks offer a distinct view into a range of managed investments for incisive performance analysis that better captures how money managers and consultants view the manager universe. This time series data consists of peer groups based on Morningstar Institutional Categories, additional specialized investment groupings, and client-customizable benchmarks. Providing a true assessment of objectively defined peer groups, Manager Benchmarks are a critical reference during activities such as peer group comparisons, manager performance evaluations, and lineup construction.
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