Manager Selection Services

Choose suitable investments by using our research team to analyze funds and create select lists.

Extend your reach with our analysts.

We’re invested in the success of investors. You can depend on our research to support your clients’ investing needs. Extend your research and investment selection potential by adding insights from our global manager selection team. 

Build on our rigorous approach to manager selection.

Don’t take on the burden of due diligence yourself. Tap in to our experience covering funds and our rigorous evaluation process to assess your current lineup. We’ll work closely with you to deliver a list of managed products that can evolve over time.

What would you do with
more time?

Cost benefits aren’t the only reason to hand off manager research and selection to our analysts. The extra help with compliance demands lets your team focus on other things, like client discussions.

ESG Research: Learn how our analysts are setting the global standard for meeting investor preferences in sustainable investing.

How We Can Support Your Work

Select Lists

Get a custom or standard list of funds, constructed using timely research and data.

Quarterly Webinars

Sit in on a quarterly discussion about asset classes and modifications made to your list.

Detailed Reports

Dive into quarterly reports on the funds in your list.

Ready to Start the Conversation?

See how Manager Selection Services can help focus your investment lineup.

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.