Investment Consulting
 Overview |
| Plan Evaluation |
| Manager Search |
| Investment Monitoring |
| Asset Allocation |
 Enhanced Investment Services |
Focused. Resourceful. Specialised.
The focus of every Morningstar consulting project is to build a strong relationship with clients based on achieving defined goals. Our investment consultants deliver a range of services that identify needs, foster communication, share knowledge and insight, and support long-term success. Specialised skills and resources can be applied to enhance in-house capabilities and respond to ongoing organisational needs.
Ongoing support: Meeting every challenge
Morningstar is experienced in every aspect of investment product development and management. This can be a valuable asset for clients as they plan and address the needs of internal and external audiences. With direct access to Morningstar investment consultants, clients can gain insight and advice as well as planned involvement in rollout and management programs. Specific services involve training advisers and sales teams, reporting to company management, and attending board and trustee meetings.
Strategic communication: Co-branded marketing materials
Communication is a critical component of successfully launching products and services, and Morningstar can help plan and deliver specific materials or comprehensive communication plans. Morningstar can also provide a wide variety of co-branded communication materials, including brochures, online content, presentations, and joint press releases.
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