Investment Consulting
 Overview |
 Plan Evaluation |
| Manager Search |
| Investment Monitoring |
| Asset Allocation |
| Enhanced Investment Services |
Experienced. Disciplined. Objective.
Morningstar has extensive knowledge in a variety of investment types. We are experts at effectively assessing investment products, providing detailed analyses of investment line-ups, and making comprehensive recommendations for improvements. We can also design plans or models from the ground up - understanding the elements required in an exceptional investment line-up.
Precision processes: Qualitative and quantitative evaluation
Morningstar works with clients to define performance goals and efficiently evaluate opportunities to improve current products or create new offerings. Morningstar applies specialised processes and proprietary methodologies in recommending asset class structures and performing investment line-up evaluations. A qualitative and quantitative evaluation process identifies investments that satisfy a large number of return, risk, style, and expense characteristics. Information can be converted into portfolio/plan diagnosis reports and instructive communication materials.
Policy Statements: Establish criteria and benchmarks
Our investment consultants can assist in developing and implementing Investment Policy Statements, often critical to the successful management of defined contribution plan investments. By establishing criteria and benchmarks and describing investment decision-making procedures, clients can better manage fiduciary responsibility and clearly communicate with plan participants.
Take Action
Learn More