What investment management services does Morningstar offer?

Morningstar offers investment management services that include managed portfolios, model portfolios, separately managed account strategies, retirement managed accounts, and fiduciary investment solutions. These offerings are supported by Morningstar's independent research and are designed to help investors, financial advisors, and retirement savers pursue a range of financial goals.

How does Morningstar support retirement plan sponsors and employers?

Morningstar helps retirement plan sponsors and employers support participant outcomes through managed accounts, retirement advice, fiduciary services, and target-date solutions. Its retirement offerings provide personalized guidance on saving, investing, retirement timing, income planning, and other key retirement decisions while helping sponsors address fiduciary and plan management responsibilities.

What advisor technology solutions are available through Morningstar?

Morningstar offers advisor technology solutions including Direct Advisory Suite, Morningstar Direct, ByAllAccounts, and Model Portfolios. Together, these capabilities help advisors access investment research, aggregate client account data, analyze investments, construct portfolios, generate reports, and deliver personalized advice more efficiently.

How are Morningstar investment strategies informed by research?

Morningstar investment strategies are informed by the firm's independent research, asset allocation expertise, portfolio construction methodologies, and manager evaluation capabilities. The firm's investment teams draw on research produced across Morningstar's global organization, including retirement, market, and investment studies, to help guide portfolio design and investment decision-making.

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Investment management & services

Help investors achieve their long-term goals with personalized investment solutions and flexible retirement products, built on Morningstar’s independent research and data across public and private markets.

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Managed Portfolios

Morningstar Managed Portfolios allows advisers to deliver professional portfolio management and tools to investors that help them achieve their financial goals.

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From the Desk of the CIO (June 2026)

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The Market Minute | July 2026

Research

Retirement Plan Landscape Report

Millions of workers and retirees rely on the U.S. retirement system to save and invest for their futures. Similarly, the system relies on new contributions and strong returns to mask outflows and help keep participant fees down. In this report, we take a deep dive into the overall health of the U.S. retirement system and cast a light on its weaknesses. Expanding access to employer-sponsored retirement plans is essential to ensuring Americans are saving enough for the future, but it’s also essential to make sure the current system addresses its weakness to not lose ground.