Sun, Jul 31, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Morningstar launches alternative investments centre

Tuesday, March 06, 2012
Opalesque Industry Update - Morningstar Inc, a provider of independent investment research, has launched a new alternative investments center as part of several enhancements to MorningstarAdvisor.com, a free website that provides financial advisors with practice management information, investment trends, and industry insights.

"Advisors play a crucial role in educating their clients about alternative investments because these vehicles are increasing both in popularity and complexity," said Nadia Papagiannis, Morningstar's director of alternative fund research. "Now, advisors have a comprehensive resource for providing clients with a more complete perspective on alternative investments."

In addition to the new Alternatives tab, the site now contains Morningstar market tools and an expanded video library featuring interviews with top portfolio managers and newsmakers, analysts, and some of the leading voices in the advisory community, along with access to select research reports on funds, stocks, ETFs, closed-end funds, and alternatives.

"We want to create a destination site where financial advisors can find timely information to improve their practices as well as help investors who depend on their guidance," said Chris Boruff, president of Morningstar's software division. "Our free portal connects with the Morningstar advisor software platforms they use every day for their financial planning and portfolio management tasks."

The site currently has three main content tabs: Alternatives, Practice Management, and Research and Insights.

Alternatives, the site's newest tab, provides detailed educational information and analysis of alternative investments, in vehicles such as hedge funds, ETFs, mutual funds, and separate accounts; weekly articles discussing the latest on alternative investment topics and trends; access to Morningstar's comprehensive quarterly Alternative Investments Observer newsletter; video interviews with alternative investment managers; downloadable handbooks explaining different alternative strategies; and a Solution Center featuring videos and slides designed to help advisors educate their clients about alternative investments.

The recently expanded Practice Management tab includes advisor profiles, fiduciary topics, technology news and reviews, and best practices for building an advisory business.

Research & Insights features in-depth interviews with leading portfolio managers, research on college savings plans, screening tips for the best stocks and funds for a client portfolio, sector spotlights, and commentary from Don Phillips, Morningstar's president of fund research.

The enhanced site also features additional components for social interactivity, a discussion feature allowing advisor dialogue and debate on articles and industry issues, a webinar audio archive, and links to Morningstar's advisor services, publications, and software platforms—Morningstar Advisor Workstation, Morningstar Office, and Morningstar Principia.

Press release

bc

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. Opalesque Exclusive: ArbitrOption outperforms benchmarks, up 7.18% in H1[more]

    Komfie Manalo, Opalesque Asia: Independent registered advisor ArbitrOption breezed through the tumultuous Brexit referendum and outperformed its benchmarks. ArbitrOption was up 7.18% in the first half of 2016 compared to the S&P 500 which gain

  4. Europe - European hedge funds shrink and shutter as turmoil hurts returns, Investors go bargain-hunting for U.K. property after Brexit vote, Brexit: Guidance for fund directors - what to know and what to ask[more]

    European hedge funds shrink and shutter as turmoil hurts returns From Bloomberg.com: Europe’s hedge-fund industry contracted for a sixth straight quarter as the U.K.’s decision to leave the European Union and concerns that China’s growth is slowing caused losses and forced some money man

  5. Platinum Partners starts liquidation of hedge funds following municipal union kickback scandal[more]

    Komfie Manalo, Opalesque Asia: Platinum Partners, the hedge fund in the middle of a New York City municipal union kickback investigation, is reported to be liquidating two of its funds, the New