Morningstar OBSR Financial Product Research

We apply the same principles that are part of our fund research process to analyse a wide range of financial products and tax wrappers. Qualitative analysis drives this process with support from in-depth quantitative research.

Some of the financial products we analyse include:
- With-profits funds
- Individual and corporate pension products
- UK onshore and offshore investment bonds
- Individual and business protection products
- Savings products

Please contact us at 020 3107 0000 or obsr@morningstar.com to learn about the products we cover.