Introducing Morningstar OBSR
Morningstar OBSR is an independent investment research and consultancy business with one of the largest and most experienced fund research teams in the UK market. OBSR was founded in 1999 to provide high-quality fund and product research services. In 2010 OBSR was acquired by Morningstar, a leading provider of independent investment research in North America, Europe, Australia and Asia.

Independent Research
Since 1999 OBSR has been renowned for its rigorous, objective and independent research. Morningstar has been providing qualitative analyst research on funds since the late 1980s. OBSR has joined with Morningstar to continue to offer in-depth research and forward-looking fund ratings to help investors identify appropriate high-quality investments.

Strengthened Expertise
Morningstar OBSR combines the strength of rigorous research and ratings with extensive consultancy expertise to support clients throughout the whole investment process. To reinforce its services that help advisers and providers of financial services navigate changing regulatory environments, Morningstar OBSR draws on Morningstar’s broader global resources, such as one of the largest investment databases in the industry.

We are committed to helping investors and the advisers and institutions that serve them identify appropriate investment solutions to reach their financial goals.