Global stocks added to Morningstar research platform

By Reporter
 — 1 minute read

Morningstar Australasia has added global stocks to its Adviser Research Centre platform.

The move comes in response to the financial planning sector's growing interest in global companies, said a statement by the research house.

Morningstar Australasia head of adviser solutions Andrew Whelan said: “This initiative will enable advisers and brokers to easily and effectively research global stocks and identify those most suitable for client portfolios.”


“The incorporation of stocks and sectors under-represented in the Australian share market will also help diversify client portfolios," Mr Whelan said.

Research and analysis of global stocks will also serve the “fast-growing self-managed superannuation segment,” said Mr Whelan.

Morningstar’s global team of 120 analysts cover roughly 1, 400 companies, with research focusing on long-term fundamental valuation, economic moats, risk, cash flows, financial health and stewardship.

The Adviser Research Centre Platform is a web-based research solution for financial planning dealer groups, financial advisers and stockbrokers.

The must-attend event for financial advisers is back in 2022: the ESG Summit, coming to Sydney and Melbourne in February. Walk away with vital knowledge on a number of key ESG areas to help you make informed ESG strategy decisions and to better communicate and integrate the growing ESG space to clients. Visit the website to secure your place.


Global stocks added to Morningstar research platform
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