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Investment management & services

Help investors achieve their long-term goals. Morningstar offers a range of investment strategies and flexible retirement products built on our independent research, manager due diligence, and data across public and private markets.

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Equity Portfolios: Equity SMAs

Access valuation-driven separately managed account strategies focused on quality companies, economic moats, and attractive valuations for long-term growth.

Morningstar Retirement Manager

Provide a professional retirement strategy for employees. Managed accounts deliver personalized advice on how much to save, which investments to choose, and when to retire.

Fiduciary Select

Improve fiduciary risk management with Fiduciary Select. Customize lineups, enhance transparency, and reduce risk for sponsors and advisors.

Model Portfolios: Asset Allocation Portfolios

Explore diversified, valuation-driven model portfolios spanning the risk spectrum. Match investment goals with long-term portfolio options.

Plan Advantage

Streamline your retirement plan business. Prospect and obtain pricing, manage plan lineups, and access detailed investment information all in one place.

Advisor Managed Accounts

Take your advisory services to the next level. Attract new clients, create plan-specific investment portfolios, and connect with a wide range of recordkeepers.

Equity Portfolios: Index-Based SMAs

Gain exposure to companies with durable competitive advantages and attractive valuations through index-based SMA strategies built for long-term investors.

Model Portfolios: Outcome-Based Portfolios

Goal-oriented model portfolios designed to help investors pursue specific financial outcomes through a targeted and consistent investment approach.

Target-Date Services

Build diversified portfolios with greater customization. Choose from a variety of asset classes and select a path that aligns with employees’ risk profiles.

Personal Target-Date Fund Service

Modernize your target-date offerings. A personalized retirement strategy combined with the simplicity of a target-date fund.

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