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Morningstar OBSR

Morningstar OBSR

Investment Management Firms

Description

Morningstar OBSR, an investment research and consultancy, provides qualitative investment research in the mutual funds market. It is engaged in the investment consultancy, and the research and analysis of a range of investments, including closed-end funds, exchange-traded funds, investment trusts, and stocks. The company offers various services for advisers; strategic asset allocation and risk tolerance questionnaires; UK fund ratings services to research funds and recommend suitable investments for clients; global fund ratings service that supports advisers to recommend appropriate internationally available and regulated mutual funds; and profiling and asset allocation, portfolio construction, and manager selection services for wealth management firms to design, launch, and manage their own funds. In addition, it provides governance and reporting services to investment committees to help them monitor investment propositions on an ongoing basis; risk tolerance questionnaires, strategic asset allocation, tactical asset allocation, fund selection, blending of funds, and governance services for financial services, including life companies, investment and wrap platforms, wealth managers, pension providers, and fund management companies; and consultancy and research services for institutions. Further, the company designs model portfolios. Morningstar OBSR was formerly known as Old Broad Street Research Limited and changed its name to Morningstar OBSR on 22nd, March 2012. The company was founded in 1999 and is based in London, United Kingdom. As of April 12, 2010, Morningstar OBSR operates as a subsidiary of Morningstar UK Limited.

Corporate Address

1 Olivers Yard 55-71 City Road London, EC1Y 1HQ United Kingdom

United Kingdom

44 20 3107 0000

Tags:

Research Analysis, Investment Research, Financial Research, Analysis and Market Research, Client Research, Consulting Research, Company Research Services, Institutional Research, Research Reports, Investment Research Firm, Market Research and Consulting, Management Research, Management Consulting and Research, Financial Markets Research, Operations Research, Market Research Firm, Market Research

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