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How We Help Investment Consultants

Formulate Investment Policies

Formulate Investment Policies

Advanced statistical capabilities in our software allow you to tailor asset allocation strategies to each client’s investment objectives, such as reducing risk or increasing returns. Our innovative research drives features like surplus optimization, or liability modeling, which you can use to help clients address payout obligations.

Filter Manager Information

Filter Manager Information

Access to our timely and historical data opens your research to hundreds of thousands of investments, including separate accounts, closed-end funds, and hedge funds. You can quickly narrow the investments in our database and yours with our software to score and screen managers based on your criteria.

Conduct Manager Due Diligence

Conduct Manager Due Diligence

We’ll help you identify managers who meet your clients’ investment mandates, expanding on data with qualitative information, such as career histories, and easy searches for filings like Form ADV I and ADV II. In preparation for manager meetings, you can unearth critical information like changes in investment style or an investment firm’s stability.

Prepare Search Books

Prepare Search Books

With help from our software, you can quickly create professional search books consistent with your firm’s brand. Customizable templates and automated reporting options not only save time, they also allow you to easily adapt the content for each client. Our detailed Manager Profiles surface biographical facts to enhance your books.

Monitor and Report Results

Monitor and Report Results

Through features like attribution analysis, our software helps you monitor how well your clients’ portfolios are meeting their objectives, any manager changes, and whether to adjust your asset allocation policies. For your clients in the defined benefit or defined contribution markets, we can produce investment fact sheets for custom target-date funds or other private funds.

Advance Your Expertise

Promote Financial Products

In addition to our analyst teams, researchers at Morningstar regularly publish papers on new methodologies and findings. Investment consultants are invited to attend annual events where they can discuss innovative investment ideas with our researchers and other industry leaders.

Investment Consultant Client Stories

Fortis tests whether a fund’s style is what its manager claims with Morningstar Direct. Full story


Mercer LLC considers the separate account and collective trust data in Morningstar Direct a competitive advantage. Full story


Morningstar Direct delivers all the data and capabilities Cook Street Consulting, Inc. needs in one platform. Full story


Insights for Investment Consultants

Using Target-Date Benchmarks
We address how to use benchmarks to evaluate these complex investments.
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Credit and Illiquidity Risk
This paper establishes a framework for estimating risk in guaranteed products.
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