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Morningstar is a leading provider of independent investment research.
In the UK, our Adviser Workstation service provides valuable support
for financial advisers in the critical areas of asset allocation
and portfolio construction and management.
We are constantly looking to enhance and develop our services to
ensure that our tools continue to meet the ever-changing needs of
the UK market.
With this in mind, over the next few months, our comprehensive
database of unit trusts and OEICs will be extended to cover Life
and Pension funds.
Morningstar has built an enviable reputation as a trusted source
for insightful information on managed funds and for its expertise
and understanding in supporting advisers to help customers make
better investment decisions.
Our integrated tools enable advisers to keep up to speed with the
fund marketplace. Quicktake® reports provide logically organised
analysis such as total return data, volatility measures and Morningstar
Rating, as well as full portfolio holdings and operational data.
Client reviews are made simple and illuminating with the Morningstar
X-Ray which integrates directly with client portfolio holdings within
CCD. A single mouse-click allows an entire fund portfolio to be
analysed in terms of its aggregated asset allocation, style diversification,
stock sector and geographical splits, fees and expenses, as well
as the degree of stock overlap.
Portfolio construction is also enhanced and streamlined through
a robust process that enables an adviser to establish a suitable
asset allocation, not only by examining risk tolerance but also
by relating this to possible return outcomes based on the target
need and time horizon. Having created the client portfolio around
this strategy a back-test can be performed to incorporate specific
requirements such as charging structure and client income requirements.
Adviser Workstation also carries a PDF report writing capability
complete with a facility to upload company logos and brand report
output.
Download
Adviser Workstation PDF
Download
Morningstar Full Report PDF
Company details
Keith Pattison
IFA Sales & Distribution
135 Cannon Street
London
EC4N 5BP
Tel: 020 7626 3385
Email: keith.pattison@morningstar.co.uk
www.morningstar.co.uk
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