Solutions to Meet Your Needs

Morningstar is a global leader in asset allocation, investment research and portfolio construction. Our investment solutions bring together our core capabilities:

• asset allocation
• capital markets research
• multi-asset portfolio construction
• equity research and security selection

We build portfolios holistically. Morningstar’s investment approach and expertise provides flexibility to choose the most suitable investments that work together in achieving a common investment objective. 

To construct investment portfolios, we blend:

• direct investments
• Exchange Traded Funds (ETFs)
• our in-house managed funds
• as well as employing leading specialist fund managers from around the world. 

This flexibility allows us to focus on implementing portfolios effectively. For investors, this means a cost effective diversified investment portfolio that’s built to quickly and efficiently take advantage of the best investment opportunities around the world, using the best investment vehicles for the task at hand.