Design Suitable Products

Our consultants will help you create products for specific market needs, whether they’re for simplified, investor-friendly offerings or retirement plan options with guaranteed minimum withdrawal benefits. We can manage these investments for you through our subadvisory services. Or your in-house product development teams can use our asset allocation and portfolio construction software to help mitigate risk and reduce costs.

• Morningstar Investment Management
• EnCorr
• Morningstar Direct

Provide Distribution Support

Product development groups use our annuity-focused software to access extensive contract and subaccount-level information when creating products and analyzing markets. Sales professionals build relationships with advisors by offering current and historical product and rider information, easy-to-read proposal templates, and side-by-side product comparisons. Marketing professionals drive their initiatives using our online report publishing tools and communication resources.

• Annuity Analyzer
• Annuity Intelligence
• Hypothetical Illustrator
• Institutional Marketing and Sales Solutions
• Integrated Web Tools

Conduct Competitive Research

Timely variable annuity data is available for tracking at the product, company, and distribution channel levels. To help with product positioning and trend analysis, you can use our software to monitor flows in and out of competing products, track product changes, as well as analyze subaccount performance. Full holdings information supports research of underlying funds.

• Annuity Intelligence
• Annuity Research Center
• Morningstar Direct

Manage Data Efficiently

Our data management service keeps the data flowing consistently throughout your business, regardless of the source. You can power your investment activities with a full range of data feeds, covering variable annuity contracts and subaccounts, mutual funds, and unregistered investments.

• Enterprise Data Management
• Morningstar Data for Funds and Stocks

Exchange New Ideas

Our annual conferences and events attract representatives from leading insurance companies to participate in industry-shaping debates. Throughout the year, we hold events to discuss industry challenges, investor perceptions, and product design.

• Morningstar Ibbotson Conference
• Morningstar Investment Conference