Our consultancy business developed as a natural extension of the in-depth research we conduct. We pair the knowledge and perspective we gain from Morningstar OBSR research with our expertise in asset allocation and portfolio construction to create differentiated products designed to achieve defined investment objectives.

Part or All of the Investment Process
We can assist at every stage of the investment process, from initial strategy to final delivery and implementation. Clients hire us for help with a portion of the process or the whole process. As a Morningstar company, we have access to leading ideas in asset allocation that we can deliver in unique investment solutions for institutions. We apply our industry expertise and local market knowledge to help clients manage their approach to advice in light of RDR and other regulatory requirements and changes.

Our Capabilities
Every project we undertake for an institution is unique and designed to set it apart from its competitors. These are just some of the areas of expertise from which we regularly draw. 

Strategic Consulting

Client Attitude to Risk Profiling and Risk Tolerance Questionnaires

Strategic and Tactical Asset Allocation

Model Portfolios

Guided Architecture

Ongoing Fund Reporting

Independent Governance Input to Investment Committees

Integrated Adviser Technologies

Please contact us at 020 3107 0000 or obsr@morningstar.com to learn how we can address your particular consultancy needs.