Professional Investors

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Morningstar has a range of tools and products to help financial advisers and asset managers make better decisions and improve the financial wellbeing of their clients.

From Mifid II to Brexit, provides you with analysis affecting financial advisers, asset managers and wealth managers.

Articles, products and services for professional investors

  • What is the Morningstar Quantitative Rating for Funds?

    The Morningstar Quantitative Rating uses machine-learning to apply an analyst rating to thousands of funds. But how good is it at picking winners? 

  • 4 Key Questions for IFAs

    Financial advisers are guiding investors through the worst market meltdown in decades. So what are some of the most commonly asked questions by IFA clients at the moment?

  • 5 Things to Know About Regulation

    Morningstar's latest Global Investor Experience study compares how regulation and taxation policies impact the investor experience across 26 different markets

  • Morningstar Direct

    Morningstar Direct

    Morningstar Direct is an investment analysis platform built for asset management and financial services professionals. Turn your investing vision into action.

  • Data Feeds

    The data you need in one place. See how Morningstar's data feeds can help you help investors build a better financial future.

  • Morningstar Research

    Get Morningstar Research through our analysis platforms and other ways that integrate with the way you work.

  • How Fund Value Reports are Helping Investors

    The first batch of fund “assessment of value” statements may be uninspiring, but they are unlocking new value for investors, says Morningstar's head of policy Andy Pettit

  • When Will Stock Markets Recover?

    Morningstar columnist John Rekenthaler looks at the lessons from two previous crashes, in 1987 and 2008, and finds that bear markets go through predictable stages

  • Downgrades Dominate on Rating Changes

    First 55 funds are analysed under the enhanced Morningstar Analyst Rating methodology, with costly funds downgraded six times as often as inexpensive funds

  • Morningstar Indexes

    We draw on our independent research ecosystem to inspire new Morningstar Indexes and drive outcomes that investors value.

  • ESG investing

    Stand out in front of investing trends. Address changing investor preferences by considering sustainable investing factors when considering or creating investments.

  • Managed Portfolios

    Using Morningstar Managed Portfolios , you can deliver professional portfolio management and tools to investors that help them stay on track to meet their goals. Our investment management and support teams are ready to keep you up-to-date on our latest thinking.

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