OBSR integrated into Morningstar

The Old Broad Street Research (OBSR) research and consulting businesses have been rebranded and the previous rating system retired.

Richard Romer-Lee
Richard Romer-Lee

The businesses have been rebranded as Morningstar OBSR and the previous AAA, AA and A ratings system have been replaced by Morningstar’s five-tier scale of Gold, Silver, Bronze, Neutral and Negative.

Morningstar acquired OBSR in April 2010.

Richard Romer-Lee, managing director of Morningstar’s European investment consulting business, says: “Independence has always been a hallmark of both OBSR and Morningstar fund ratings.

“Under the new brand, the combined UK research team continues to base its fund ratings and reports on our analysts’ conviction of a fund’s ability to meet its objectives and outperform on a risk-adjusted basis, over the long term.”