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More survey results
More findings from our national survey are available in useful charts.
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In-person presentations available
Senior research representatives from Morningstar are available for on-site meetings to present this year’s findings in detail, contrast responses from institutional investors and financial advisors, and compare results to previous years.
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Alternative and institutional investment information from Morningstar
Morningstar’s proprietary global database of more than 325,000 investments includes significant coverage of alternative investments. To learn more about our coverage and database, use the links below.

Hedge funds  
Separate accounts  
Collective investment trusts  
Pensions, endowments, and foundations  
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