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| | | | Applications | | | Provided by a leader in independent investment data, Morningstar’s Manager Benchmarks offer a consistent point of reference for peer groups of open-end funds, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. This ready-to-use time series data supports peer analysis during manager performance evaluations, competitive analysis, and lineup construction. Portfolio managers, investment boards, plan sponsors, and investment consultants turn to our data for fair and balanced comparisons in their analyses. | | | | Morningstar’s Manager Benchmarks are ideal for: | |
| | | Portfolio benchmarking and due diligence | | | | | |
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| | | Morningstar’s Manager Benchmarks allow asset management firms and fund boards to compare their results to benchmarks that go beyond category performance. They can evaluate their portfolios by comparing them to their peers’ performance, fees, and cash flows. Morningstar’s Manager Benchmarks act as an objective measure of a manager’s performance for compensation reviews and board reporting. | | | | | | Asset management firms can use Morningstar’s Manager Benchmark data to determine what is driving a fund’s performance. These benchmarks help portfolio managers compare factors such as style, sector, and region. | | | | | Portfolio backtesting and trend analysis | | | | | |
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| | | Asset managers can develop asset allocation models using preferred criteria such as categories, styles, sectors, and regions. By selecting and reviewing data sets for specific time periods, institutional investors and researchers can test the validity of investment ideas under past market conditions. Morningstar's Manager Benchmarks offer statistics for representative portfolios for each Morningstar Category, helping researchers identify current and historical investment trends. The benchmarks also function as precise, objective inputs for risk management systems. | | | | | | Investment consultants and plan sponsors can include our Manager Benchmark time series data in their manager selection process. Fair comparisons within objectively defined peer groups based on actual holdings data helps them choose investments that represent a cross-section of appropriate options for plan participants. |
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