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Morningstar’s Guide to Manager Research

In today’s highly competitive market, it’s essential that firms leverage the power of trustworthy and impactful manager research to build trust with their clients, underpin their strategies with transparent data, and stand out from the crowd. 

This guide highlights the importance of effective manager research and explores how Morningstar’s long history of independent investment research can play a vital role in setting investors up for success. You’ll dive into the mechanics behind Morningstar’s methodologies to understand how our renowned ratings are assigned, from a team of world-class analysts to cutting-edge algorithms.

In this Guide to Manager Research, you’ll learn more about:

  • The importance of effective manager research in building trust, enhancing performance, and personalising your offering, so you can provide investors with a first-class, bespoke service
  • The development of Morningstar’s ratings systems, where you’ll learn how data can factor into your decision-making
  • How firms can leverage Morningstar’s independent ratings and manager research to aid the due diligence process and bolster your investment strategies