Financial Advisers

Let's make the industry better for investors.

The Morningstar Managed Portfolio Database enables advisers to freely research managed portfolios across the only whole of market independent database using Morningstar Proprietary metrics alongside standardised Operational data. This page gives advisers access to the database screener as well as information about how the data is collected.

Professional Investors

Articles, products and services for professional investors

© Copyright 2023 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures