Old Broad Street Research Limited ("Morningstar OBSR", or for the period prior to 2010, "OBSR") is incorporated in the United Kingdom and based in London’s financial district. In 2010 OBSR was acquired by Morningstar, a leading provider of independent investment research in North America, Europe, Australia and Asia.
Since 1999 OBSR has been renowned for its rigorous, objective and independent research. Also founded on independence, Morningstar has been providing qualitative analyst research on funds since the late 1980s. OBSR has joined with Morningstar to create one of the largest independent fund research teams in the UK market.
Morningstar OBSR is an investment research and consultancy business with considerable strength in manager selection and portfolio construction in the UK. Morningstar has global strength in qualitative research and data for a wide range of investments including closed-end funds, exchange-traded funds, investment trusts and stocks; technology applied to help investors navigate investment information; and design that informs and enlightens investors. Our combined capabilities allow us to deliver investment research and services that help improve the investor experience.
As financial markets increase in complexity and regulation emphasises providing investors with better outcomes, we can offer our independent perspective to support more investors worldwide through the advisers and financial institutions that serve them.