The Hong Kong Securities and Futures Commission (SFC) has granted Morningstar Investment Management Asia licenses to provide investment advisory and discretionary investment management services to Hong Kong-based financial institutions.
Morningstar Investment Management Asia is part of the Morningstar Investment Management group, which offers investment advisory services around the world.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
As an entity licensed with the SFC, Morningstar Investment Management Asia has established an investment advisory practice in Hong Kong to provide research-driven, innovative investment services to the local market.
Jin Tao, director of Morningstar Investment Management Asia, said: "Morningstar Investment Management Asia can now deliver proprietary asset allocation, manager selection, and portfolio construction services to local financial institutions.
"These licenses enable us to build a team on the ground in Hong Kong that will leverage Morningstar’s global capabilities to deliver custom solutions to our local clients. We want to help investors and meet the growing demand for more sophisticated investment solutions across the full range of investment advisory services," he added.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
