Morningstar OBSR Company History
Old Broad Street Research Limited ("Morningstar OBSR", or for the period prior to 2010, "OBSR") was established in 1999 to provide high-quality fund and product research services that help ensure investors receive the most suitable investment recommendations and solutions. Since that time we have built a reputation as the leading qualitative investment research company in the UK retail funds market. Independence and integrity are the cornerstones of our approach to research. In 2002, OBSR launched the UK Fund Ratings service, which is widely acknowledged today as the leading fund ratings service of its type in the industry.
We grew organically over the following years until we acquired the global research business from boutique multi-manager Crosby Forsyth in 2008. This allowed us to expand our research to global investments and launch the OBSR Global Fund Ratings service in 2009.
In 2010 Morningstar acquired OBSR, which expanded the services available to OBSR clients. Morningstar is a leading provider of independent investment research in North America, Europe, Australia and Asia that has offered qualitative, analyst-driven research in the United States since the late 1980s. The combination of OBSR’s and Morningstar’s strengths brings independent information to a broader audience, allowing Morningstar OBSR to help more advisers and institutions identify approriate investment solutions so they can help investors reach their financial goals.
Learn more about the Morningstar OBSR team