Morningstar OBSR Services for Institutions
At Morningstar OBSR we have built our business on the strength of the relationships we have established while working with providers of financial services including life companies, investment and wrap platforms, wealth managers, pension providers and fund management companies. We get to the heart of what our clients are trying to achieve and work with them to deliver differentiated investment propositions.
Complete Investment Support
As Morningstar OBSR we now offer expanded services to prepare financial services businesses to navigate changing regulatory markets. We help institutions create “regulatory-friendly” investment propositions for the advisers who recommend their investments. We can support the complete investment process as well as steps within it. Available services include risk tolerance questionnaires, strategic asset allocation, tactical asset allocation, fund selection, blending of funds and governance services. These bespoke consultancy services are strengthened by Morningstar OBSR’s high-quality independent investment research and expertise.