Morningstar Investment Management South Africa
Research-driven, innovative and independent investment services.
We help financial advisors offer objective, independently managed portfolios to the clients they serve.
Morningstar Investment Management unites the strengths of Morningstar, Inc. with more than three decades of investment experience to help advisers empower investors to meet their financial goals.
About Morningstar South Africa
Morningstar, Inc. has served South Africa through its Cape Town office since 2009 and is known industry wide as a trusted source of independent investment information.
Morningstar Research and data was the first offering made available to the local market in 2009 and in 2015 the business launched Morningstar Investment Management South Africa.
Morningstar Investment Management South Africa (Pty) Ltd. is part of the Morningstar Investment Management group, which offers investment management and advisory services around the world.
As an entity licensed with the Financial Sector Conduct Authority, Morningstar Investment Management South Africa has established an investment practice in South Africa to provide research-driven, innovative and independent investment services to the local market.
Morningstar Investment Management unites the strengths of Morningstar, Inc. with more than three decades of investment experience to help advisers empower investors to meet their financial goals. Through its global presence, Morningstar Investment Management brings together a rich heritage of local investment-management expertise and experience to craft solutions that cater to the unique requirements of each market.
The investment professionals in South Africa use their knowledge of local markets to help design and manage investment solutions. Additionally, their work draws on the research, data and analysis from Morningstar, Inc.
In addition to Morningstar Managed Portfolios, other services we provide include Customised Model Portfolios and institutional asset management.
Investment Management Services and Adviser Software
Our model portfolio offerings help financial advisers deliver investor-friendly products based on our valuation-driven, fundamentals-based approach to investing. Applying our expertise in asset allocation, investment selection, and portfolio construction, our global investment team creates long-term investment strategies built on Morningstar’s data and ratings.
Our Model Portfolios are available through financial advisers.
Our financial technology solutions allow advisors to continually demonstrate their value to clients, from creating an investment proposal to reporting portfolio performance.
Our Core Capabilities
The reality is that it takes time to build portfolios to meet the different goals, financial circumstances and risk tolerances of every investor. Increasingly, financial advisers are deciding to partner with providers of discretionary investment management like Morningstar to outsource their investment capability. This not only enables financial advisers to create a better distinction between financial planning and managing assets, but it also frees up their time to make sure investor’s financial affairs are in order and provide holistic financial advice.
Morningstar’s Managed Portfolios are designed to provide advisers and their investors with a range of diversified portfolios, that are actively managed and offer different risk-profiled portfolios suited to the different life stages of investors.
Morningstar Investment Management takes care of the asset allocation, manager selection and portfolio construction, to enable financial advisers to free up their time to serve investors.
Our access to global data and research means we’re able to identify and pinpoint specific sources of returns across an unmatched range of investment opportunities.
We select only the best managers for our funds and have an ongoing structured review programme.
We construct diversified local and global portfolios, that are actively managed. We offer a range of risk-profiled portfolios aimed at minimising cost and aiding investors in reaching their goals.
Our portfolios are designed to provide the foundation of your clients’ investing experience by using active management where it may add the most value. Our local and global team of portfolio managers and researchers work together to holistically build asset allocation solutions suited to each strategy we offer.
Each portfolio is designed to use active management where it may add the most value, taking into account an established risk level while minimising its expenses. Our fees are kept at a minimum to maximise portfolio efficiency.
Morningstar Managed Portfolios
Morningstar Managed Portfolios offer a risk profiled range of local and offshore portfolios designed to help investors meet their investment goals.
Our solutions facilitate the active management of your clients’ portfolios. This follows a strict process whereby investments are managed by an Investment Committee of specialists with proven track records. These house view portfolios are available on a wide range of platforms.
Using Morningstar Managed Portfolios you can deliver professional portfolio management to investors that helps them stay on track to meet their goals.
Customised Model Portfolios
We also offer customised model portfolios for firms with sufficient scale, enjoy the same asset allocation and manager selection expertise as Morningstar Managed Portfolios. In addition, these firms also receive their own branding, such as customised factsheets and quarterly investment committee meetings.
Fund of Funds and/or Funds
Fund consulting for firms with sufficient scale, enjoy the same asset allocation and manager selection expertise as Morningstar Managed Portfolios. In addition, these firms also receive their own branding, such as customised factsheets, and quarterly investment committee meetings.
Our investment and operations teams span the globe, with primary offices in Chicago, London and Sydney. Morningstar Investment Management has approximately 100 investment professionals, supported by a further 100 plus manager research analysts and 200 plus equity/credit analysts from the Morningstar group.
Our investment professionals in South Africa use their knowledge of the local markets to help design and manage our investment solutions, allowing us to build portfolios that cater to the unique requirements of the South African market.
Our mission is to empower investor success. Everything we do at Morningstar is in the service of the investor. The investing ecosystem is complex, and navigating it with confidence requires a trusted, independent voice. We deliver our perspective to institutions, advisors, and individuals with a single-minded purpose: to empower every investor with conviction that he or she can make better-informed decisions and realize success on his or her own terms.
A Dedicated Support Team
Our team in South Africa provides the support advisers and asset managers need to focus on clients, including a dedicated service team for questions, quarterly updated performance information, and client-ready communications.
Morningstar Investment Management South Africa (Pty) Ltd