Manager Selection Services

Fund Research, Investment and Governance Solutions for Financial Institutions

Tap into independent insight with global consistency

Partner with our independent research team to analyse funds and create personalised investment solutions using our best fund ideas list and multi-asset model portfolios of funds. Our independent fund governance and oversight solutions help institutions ensure that client best interest is upheld.

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Partnership With a Trusted Source

Assess your current lineup, improve internal investment processes, and enhance governance and oversight procedures by tapping into our experience covering funds and using our rigorous evaluation process.

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Personalised Research Solutions

Improve internal processes and margins, grow AUM, and satisfy regulatory obligations using our flexible solutions, where Morningstar becomes integrated into a firm's investment and governance process.

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Added Value for Investors

Leverage the research and analysis of our global fund, equity, and quantitative analysts covering thousands of funds, as well as Sustainalytics, a Morningstar company and global leader in sustainable investing.

Harness Consistent Insights for Multiple Uses

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Standard Select List Screener
Enhanced Select List Screener
Premium Select List
ESG Select List
Fund Governance & Oversight
Model Portfolios
Standard Select List Icon

STANDARD SELECT LIST

Standard Select List Screener

Utilize a list of our best fund ideas

A list of best fund ideas across a broad range of high-level asset classes chosen and blended to deliver high-quality investments to clients, or to utilize for internal use.


Asset Classes
Predetermined options across government bonds, corporate bonds, developed market equities, and emerging-markets equities
 
Fund Universe
Positively rated by Morningstar analysts
 
Monitoring
Ongoing qualitative and quantitative monitoring
 
Changes
Funds adjusted by the Manager Selection Team when appropriate or due to changing client requirements
 
Fund List
Morningstar high conviction list of 50 funds

Reporting
Morningstar Fund Report
 
Condensed Analyst Report
 
Change Rationale Report

Enhanced Select List Icon

ENHANCED SELECT LIST

Enhance your investment processes and fund lineup

A sub-universe of funds chosen and blended to enhance an existing investment process. An internal research team can use this curated list by choosing funds for their own internal product creation or for use with specific client needs.


Asset Classes
Enhanced options across government bonds, corporate bonds, developed-market equities, emerging-markets equities, and regional funds
 
Fund Universe
Positively rated by Morningstar analysts and augmented by funds rated by the Morningstar Quantitative Rating
 
Monitoring
Ongoing qualitative and quantitative monitoring
 
Changes
Funds adjusted by the Manager Selection Team when appropriate or due to changing client requirements
 
Fund List
Flexible sub-universe across asset classes and funds

Reporting
Morningstar Fund Report
 
Condensed Analyst Report
 
Change Rationale Report
 
Morningstar Quantitative Rating Report

Premium Select List Icon

PREMIUM SELECT LIST

Premium Select List

Utilize a partnership research solution tailored to client requirements

Our expertise embedded within a client's investment and governance processes, providing customised lists, expert fund recommendations, reporting, and regular client interaction.


Asset Classes
Specific to client requirements
 
Fund Universe
Positively rated by Morningstar analysts and augmented by funds rated by the Morningstar Quantitative Rating
 
Monitoring
Ongoing qualitative and quantitative monitoring. Senior Morningstar attendance at Investment Committees
 
Changes
Funds adjusted by the Manager Selection team when appropriate or due to changing client requirements
 
Fund List
Flexible list tailored to client requirements

Reporting
Morningstar Fund Report
 
Condensed Analyst Report
 
Change Rationale Report
 
Fund Research Report
 
Morningstar Quantitative Rating Report
 
Quarterly Market Commentary
 
Exception Reporting for Select Lists
 
Select List Quarterly Fact Sheet
 
Investment Committee Presentation

ESG Select List Icon

ESG SELECT LIST

ESG Select List Screener

Customize for sustainable suitability

Fund list solutions chosen using our extensive sustainable research, data, and ratings. Solutions contain both active and passive funds with exclusionary, integrated, and impact fund options.


Asset Classes
Predetermined options across government bonds, corporate bonds, developed-market equities, and emerging-markets equities
 
Fund Universe
Rated by Morningstar Analysts and augmented by funds rated by the Morningstar Quantitaive Rating as well as funds that meet our ESG criteria
 
Monitoring
Ongoing qualitative and quantitative monitoring
 
Changes
Funds adjusted by the Manager Selection team when appropriate or due to changing client requirements
 
Fund List
Flexible sub-universe across asset classes
and funds

Reporting
Morningstar Fund Report
 
Condensed Analyst Report
 
Change Rationale Report
 
Morningstar Quantitative Rating Report

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FUND GOVERNANCE AND OVERSIGHT

Complement your fund governance process

Solutions that provides independent fund governance, due diligence, and oversight on a client's fund list to help satisfy regulatory obligations.


Primary Review
Coverage analysis by Morningstar analysts and augmented by Morningstar Quantitative Rating and Due Diligence Scorecard
 
Detailed Analysis
Areas of strength and weakness at asset class and fund level highlighted for potential sale or closure with replacement recommendations
 
Monitoring
Formal annual review supplemented by ongoing qualitative and quantitative monitoring, as well as quarterly reporting
 
Changes
Funds adjusted by the Manager Selection team when appropriate or due to changing client requirements

Fund List
Client list of existing funds
 
Reporting
Comprehensive formal report delivered and presented

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MODEL PORTFOLIOS

Model Portfolios Screener

Expand your reach to satisfy portfolio recommendations

Multi-asset portfolios of funds covering a range of risk profiles delivered to clients that encompass Morningstar’s extensive asset allocation, index, and fund research resources and experience.


Asset Classes
Broad asset classes across fixed-income and equity subasset classes
 
Fund Universe
Positively rated by Morningstar analysts and augmented by funds rated by the Morningstar Quantitative Rating
 
Monitoring
Ongoing monitoring of portfolios
 
Changes
Utilises our long-term strategic asset allocation, reviewed every three years

Reporting
Comprehensive reporting packages and fund fact sheets

Close the Gap Between Complexity and Communication

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Morningstar Rating™ for Stocks and Funds

Uncover the true value of stocks and find buying and selling opportunities with our forward-looking star rating for stocks. For funds, our star rating illuminates historical performance relative to peers.

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Morningstar Analyst Rating™

Identify funds and managed investments we expect to outperform peers on a forward-looking basis. We use a five-tier scale for actively and passively managed investments.

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Morningstar® Economic Moat™ Rating

Understand how a company’s sustainable competitive advantages impact its ability to generate economic profits over the long term. We use a signature methodology focused on evaluating a firm’s economic moat.

Morningstar Quantitative Rating for Stocks Icon

Morningstar Quantitative Rating™ for Stocks

Help investors identify a broader set of investment opportunities across geographies, sectors, and styles. We use a forward-looking machine-learning approach that mimics our analyst-driven ratings process.

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Morningstar Quantitative Rating™ for Funds

Expand investors’ breadth of coverage for more comprehensive decision-making. We base this rating on a machine-learning model that leverages past rating decisions to support analogous forward-looking ratings.

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Morningstar Sustainability Rating™

Show investors how the companies in their portfolios manage ESG risks relative to their peers. A refined design aims to establish systematic, reliable measures for this growing area of interest.

Extend Your Research & Investment Selection

Select Screener

Select

Use Fund Screening tools to view Morningstar’s best fund ideas for use in portfolio construction or when selecting funds for client use.


Analyse Screener

Analyse

Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities using detailed analysis and fund comparison chosen by Morningstar.


Report Screener

Report

Access a comprehensive reporting package covering funds on Morningstar’s best fund idea lists coupled with market and thematic commentary.


Power Actionable Decisions With Thematic Research

Introduction to Morningstar Manager Selection Services Video Image

Introduction to MSS

Cost benefits aren’t the only reason to hand off manager selection to our analysts. The extra help with compliance demands lets firms focus on other things, like client discussions. Learn more about our Manager Selection Services and Model Portfolios.

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Fund Analyst Insights

Our analysts assign a forward-looking, qualitative rating based on their assessment of a fund’s investment merits. Learn how investors make the most suitable choices with analyst-driven insights into funds’ sustainable advantages.

Quarterly Market Overview Video Icon

Quarterly Market Overview

Quarterly market insights that review the most recent financial market trends and evaluates the performance of individual asset classes. This overview draws on the research and market insights of our manager research and quantitative analysts.

See our Research in Action

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Q1 Markets Observer

Learn new and timely macroeconomic and market data you can use with clients to discuss trends, set appropriate risk and return expectations, and explain investor behavior.

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Asset Class Thematic Reviews

Learn more about the fund-of-funds universe in the U.K., which is well-established and popular among retail investors looking for a one-stop investment solution.

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EU Sustainable Fund Flows

Learn how the European sustainable funds have performed in the second quarter of 2020 based on market trends and which sustainable funds are attracting inflows as well as outflows.

Ready to See for Yourself?

See how Manager Selection Services can help you help investors build a better financial future.

Manager Selection Services are offered by Morningstar Research Services LLC, a subsidiary of Morningstar, Inc. Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. In the European Union, the Manager Selection Services group is part of Morningstar Investment Management Europe Limited, which is authorized and regulated by the UK Financial Conduct Authority to provide services to professional clients.