Morningstar provides various institutional investment consulting services, including asset allocation advice, to investment advisors creating a fund-of-fund or asset allocation product. However, despite the fact that such a relationship may exist, the information displayed for those products will not be influenced as they are objective measures and/or are derived by quantitative driven formulas (for example, the Morningstar Rating™ ).
Click here for a complete list of mutual funds and variable annuity subaccounts who have a consulting relationship with Morningstar.