How Raymond James Uses Morningstar Direct for Due Diligence

Michael D’Andrea and Raymond James rely on Morningstar Direct to provide the transparency and accuracy of investment information they require. Their due diligence efforts were made more efficient due to Direct’s ability to compare peer groups against the managers they evaluate. Over time, he learned the most important asset available is time, and Direct provided the opportunity to save time and improve efficiency.

Watch Michael’s success story below.

Raymond James asked Morningstar to build various models specific to their needs. D’Andrea thinks other clients could benefit in a similar way. He encourages you to share the nuances of your business with Morningstar and together you can develop a plan specific to your needs. In the end, it will save everyone time.

Watch part two of Michael’s success story.

Michael D'Andrea and Raymond James have not received any cash or non-cash compensation from Morningstar, directly or indirectly, in exchange for this client success story.