![]() Investment Consulting |
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| Build the best investment solutions for
your business, with investment consulting services from the independent,
international source. |
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| You probably know Morningstar, been undertaking independent,
unbiased qualitative and quantitative research on fund managers and their funds
for years. You may also know that we're the leading provider of fund data in
Asia.
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| And you're probably aware that we're part of a worldwide network
of companies, bringing our global-standard tools and methodologies to the Asian
market.
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| But now your business can benefit 'directly' and 'intimately'
from all this - with Morningstar, investment consulting services. Our team,
extensive industry expertise and experience are focused directly on building
and implementing solutions designed and tailored to meet your specific needs.
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| Portfolio Evaluation & Design |
| How robust are your recommended lists or model portfolios? We
can evaluate and provide you with comprehensive recommendations to make the
most of your fund line-up. Or we'lll help you locate, combine, and monitor the
funds that conform to your specific requirements. |
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| Our fund evaluation process goes far beyond simple performance
measurement. We can identify funds that meet your choice of combinations of
risk, return, style, and expense characteristics. And we can help you blend
these funds into best practice model portfolios for everyday use, to more
effectively meet your clients?investment needs. |
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| Asset Allocation Design & Implementation |
| In conjunction with our panel of industry asset allocation
experts, our consultants can help you set investment policies, create asset
allocations, build and implement investment strategies, and monitor ongoing
performance. And your clients will get accessible information to help them
understand how the solutions you're providing are helping them achieve their
goals. |
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| What Your Business Will Gain From Our Investment Consulting
Services |
| Objective fund manager assessment and comparison - In-depth,
best practice fund selection and combination - Expert evaluation and
enhancement of your existing portfolios - Tailored investment portfolio design,
creation, and implementation - Effective monitoring to keep portfolios on track
to meet specific goals - Assessments of the latest product offerings, and the
benefits they offer - Maximised efficiency of your portfolio management time
and resources. |
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| Our name is trusted. Morningstar offers you a
full range of solutions. And we'll deliver the products, information, and
support you need to reach your business goals. |
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