Morningstar’s Guide to Manager Research

Manager research is essential to the investment process and a trust building essential in today’s competitive market.

This guide focuses on both the importance of manager research and how Morningstar’s long history of independent investment research can play a vital role in setting investors up for success when it comes to their investment decisions.


In this report, you will learn:
  • The benefits of thorough due diligence for firms including enhancing performance and personalising your offering.
  • How firms can use Morningstar’s independent qualitative and quantitative ratings to aid the due diligence process.
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