interactive investor outsources production of rated lists to Morningstar to 'free up' analyst team

Methodology still owned by ii

clock • 2 min read
ii has reached a new agreement with Morningstar
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ii has reached a new agreement with Morningstar

interactive investor has decided to outsource the collation, production and maintenance of its select lists, including ‘Super 60’ and ‘ACE 40’, to Morningstar, with its model portfolio methodology to follow later.

ii said that the move to outsource to Morningstar's manager selection services group frees up its research team, led by head of personal finance Moira O'Neill, to conduct wider research of funds, investment...

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