U.S.A.
How We Help Asset Management Firms

Develop New Products

Develop New Products

Launching a target-date series, exchange-traded fund, or other financial product is easier with insight from Morningstar. Our data and software take some of the risk and cost out of building products internally. Or our consulting groups can create competitive products for you.

Manage Portfolios

Manage Portfolios

Managing a portfolio requires vision that can be sharpened with our global real-time market data, plus our coverage of hundreds of thousands of retail and institutional investments—complete with underlying holdings. Portfolio managers turn to our rigorous equity, exchange-traded fund, and credit research for investment ideas and industry context. And they use our software for asset allocation, risk, security, and attribution analysis.

Connect With Investors

Promote Financial Products

We help asset management firms differentiate their products and highlight their strengths—from who’s managing the investment, to its expenses and performance. We’ll also arm your distribution partners with the tools to explain how your products fit within a portfolio. We’ve built strong relationships with all types of investors and advisors—and we help asset managers do the same.

Evaluate Performance

Evaluate Performance

Morningstar software dramatically reduces the time spent on performance reporting. You'll find precise industry benchmarks in our institutional category data and complete index family—including asset allocation indexes for evaluating target-date funds. We also assist with performance, board, and manager compensation reviews.

Track and Manage Data

Track and Manage Data

Not only do we offer opportunities to license our data, but asset management firms can also access and analyze our institutional data through focused research applications. And whether the data comes from us or other providers, we can streamline your data management processes.

Fulfill Compliance Requirements

Fulfill Compliance Requirements

Asset management firms use our cost-effective document hosting services to comply with point-of-sale and post-sale requirements. They use our board consulting services when conducting advisory contract renewals. They also leverage our expertise to produce compliant communications for investor education and plan sponsor reviews.

Asset Management Client Stories

Allianz Global Investors uses Morningstar Direct to see its investments as clients and advisors do. Full story


Seven Investment Management distinguishes its research platform for advisors with Morningstar® Data. Full story


American Century Investments educates advisors and RIAs about the value of its funds with Morningstar Direct. Full story


TD Waterhouse appreciates the global presence and personal touch that comes with Morningstar® Equity Data. Full story


Insights for Asset Management Firms

Target-Date Fund Report
Request our study of trends in fund design, performance, and asset flows.
Download PDF



Updated Morningstar Categories
This methodology document covers recent changes to our fund categories.
Download PDF



Terms of Use Privacy Policy Global Contacts Jobs
© Morningstar. All rights reserved.