Discretionary portfolios 'designed to support goals-based financial planning' - Morningstar's Coop

Morningstar operates across multiply jurisdictions and business lines. It believes it is the integration of these various centres of expertise that gives it real differentiation in the crowded discretionary fund management marketplace. It has also helped it steal a march on ESG analysis.   For Mike Coop, head of multi-asset portfolio management, Morningstar Investment Management Europe, being able to draw expertise from research team across the world is a tangible advantage: "We are fully integrated and this sets us apart from those with only local teams. To our mind, it is very importan...