Asset Management Awards for Excellence 2016 – Best Service Provider – Fund Research


Nick Cheung, CEO Asia, Morningstar

Nick Cheung
CEO Asia

Recent market volatility has underlined the importance of having access to a good investment research platform to navigate headwinds. Morningstar Manager Research Services, offered by global fund research provider Morningstar, is the standout offering in this Awards category.

Tailored for private bankers and high net worth clients, Morningstar Manager Research Services is a value-added service for private banks’ product advisory and fund due diligence specialists, providing access to analysts and proprietary research on more than 4,000 managed investments worldwide, encompassing active, passive, multi-asset, exchange-traded fund and closed-end fund strategies.

Morningstar assigns a positive, neutral, or negative rating to each strategy across five pillars: people, process, parent, performance and price. The cumulative result is then expressed as the Morningstar Analyst Rating, a globally-assigned five-tier scale that rates a strategy as either gold, silver, bronze, neutral or negative. A seven-page Global Fund Reports document accompanies ratings, providing pillar-specific analysis and opinion.

A key trait of Morningstar’s offering is its independence: because fund houses are not charged to be rated, nor are fund houses able to commission ratings, Morningstar’s team of analysts – one of the world’s largest – evaluates every investment according to the same exacting standards.

The firm’s global team of manager research analysts also meets regularly with portfolio managers and decision makers to assess their ability to outperform benchmarks and peers over the full investment cycle. These analysts also produce a number of research publications focused on fund investors in Asia.

For these reasons, Morningstar is the clear winner of this year’s award for Best Service Provider – Fund Research.