From data feeds and research delivery to comprehensive platforms and advanced analytics, Morningstar Data+Analytics informs and empowers professional investors so they can create great products, deliver great service, and provide great advice.
When everyone delivers a consistent message based on a single source of truth, every decision every day becomes more efficient, more collaborative, and more impactful.
From readymade platforms to packages built from our universe of parts, we provide seamless access to Morningstar data and a focus on making the everyday work of portfolio managers, product developers, marketers, and analysts efficient and effective.
Investment data, research, and analysis that help clients create investable products and compelling portfolios. Once offerings are created, we help firms keep pace with the broader markets, track the competition, and present findings to internal and external clients.
User-centric tools that help uncover opportunities, simplify portfolio reporting and monitoring, support risk profiling and compliance, and enable advanced analytics. From there, users can communicate their findings simply and easily and broadcast reports far and wide.
Platforms and tools that help firms and advisors demonstrate their commitment to investor success. Users can position investment recommendations, demonstrate value, provide personalized advice, and tell the stories behind their recommendations.
These offerings inspire investing decisions around the world and give clients the data they need, when they need it, in the formats they use. Clients work with us to figure out what they want, then build their own feeds or let us bring everything to their doorstep, on schedule and ready to go.
An array of self-serve capabilities for due diligence requirements, Finra-reviewed reports, and fully consultative services that outsource investment research designed to help firms and advisors improve client outcomes and navigate the shifting sands of regulation and compliance.