Professional Investors

Let's make the industry better for investors.

Morningstar has a range of tools and products to help financial advisers and asset managers make better decisions and improve the financial wellbeing of their clients.

From Mifid II to Brexit, provides you with analysis affecting financial advisers, asset managers and wealth managers.

Articles, products and services for professional investors

  • Professional Investor Articles

    Looking for investment inspiration? Here are three stocks owned by the Sage of Omaha's Berkshire Hathaway that look undervalued

  • European Green Deal Marches Forward

    The coronavirus and Brexit negotations haven't knocked off course the European Commission's plans to push forward with its Sustainable Finance Action Plan 

  • 4 Key Questions for IFAs

    Financial advisers are guiding investors through the worst market meltdown in decades. So what are some of the most commonly asked questions by IFA clients at the moment? 

  • Morningstar Direct

    Morningstar Direct

    Morningstar Direct is an investment analysis platform built for asset management and financial services professionals. Turn your investing vision into action.

  • Data Feeds

    The data you need in one place. See how Morningstar's data feeds can help you help investors build a better financial future.

  • Morningstar Research

    Get Morningstar Research through our analysis platforms and other ways that integrate with the way you work.

  • Why Brexit Still Matters for Fund Investors

    UK investors continue to enjoy a wide choice of EU funds despite Brexit, but regulators are working on what happens when the transitional period ends in 2021

  • 5 Things to Know About Regulation

    Morningstar's latest Global Investor Experience study compares how regulation and taxation policies impact the investor experience across 26 different markets

  • How Fund Value Reports are Helping Investors

    The first batch UK fund “assessment of value” statements may be uninspiring, but they are unlocking new value for investors

  • Managed Portfolios

    Using Morningstar Managed Portfolios , you can deliver professional portfolio management and tools to investors that help them stay on track to meet their goals. Our investment management and support teams are ready to keep you up-to-date on our latest thinking.

  • ESG investing

    Stand out in front of investing trends. Address changing investor preferences by considering sustainable investing factors when considering or creating investments.

  • Morningstar Indexes

    We draw on our independent research ecosystem to inspire new Morningstar Indexes and drive outcomes that investors value.

  • How to Choose an ETF

    There's no such thing as a one-size-fits-all approach when it comes to picking an ETF. We look at some of the factors investors should consider when choosing

  • Stewardship and Passive Funds

    Stewardship is not just a consideration for active investors. As the amount of assets in index funds grows, firms must take ESG responsibilities seriously

  • Are Active Funds Best for European Equities?

    Historical returns can help investors decide where active funds can add value to their portfolio

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