Cockburn Lucas has adopted the use of Morningstar, who are a leading provider 
of independent investment research across North America, Europe, Australia, and Asia. They offer an extensive line of products and services for individuals, financial advisers and institutions and set the industry standard for investment information, with their primary corporate value being ‘investors come first’.
Morningstar have recently merged with Old Broad Street Research (OBSR), who are also experts in providing fund research. OBSR has many years of experience in fund panelling and constructing guided fund ranges for a wide variety of clients. We use our knowledge of fund and fund groups, combined with our experience and understanding of the needs of advisers and their clients, to compile carefully constructed fund lists that are tailored to their needs.
The main benefits of using Morningstar/OBSR are:
- Their tools help us to research, analyse and present our investment ideas.
- Their products provide the pertinent facts which help us provide well-informed investment advice to you.
- Morningstar employs nearly 200 investment analysts worldwide, so you can be assured that any advice we provide is a result of extensive research.
- Morningstar strives to rapidly adopt new technology, meaning advice can be provided more thoroughly and efficiently than ever.
For information on the fund ratings sytem that Morningstar-OBSR uses, please click here.
To hear what some of the UK’s premier Financial Advisers think about Morningstar and how it assists in delivering a service level that is second-to-none, view this short presentation:
For more information about Morningstar and the services they provide, follow this link.
