Morningstar Associates - Investment Consulting Services
Developing solutions ranging from custom fund-of-funds program to innovative asset allocation strategies. Leveraging its proven methodologies and a rigorous investment process, Morningstar Associates creates solutions for clients by drawing from its core capabilities - plan evaluation and design, manager search, investment monitoring, and portfolio construction.
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Product and service specifications
| Charging basis for consultancy work |
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Tags:
asset allocation strategies, fund of funds, model portfolios, customised solution
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Company profile
Morningstar is a leading provider of independent investment research. With an extensive line of Internet, software, and print solutions for individuals, financial advisers, and institutions.
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