Morningstar has launched a business unit offering advisers and financial institutions seeking to outsource fund selection or asset allocation access to a series of select lists and model portfolios.
The Manager Selection Services (MSS) unit, part of the Morningstar Investment Management group, offers three services: Select Lists - The provision and maintenance of "best in class" lists of Morningstar rated funds across all main asset classes. The funds are collated by the MSS team to give broad-based exposure to Morningstar rated funds. In addition, clients can have access to Morningstar's quantitative analysis of non-Morningstar rated funds to satisfy their specific fund requirements. Migration Services - Conducting holistic analysis of existing fund lists and providing recomme...
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