Morningstar® Data for Managed Investments
The leading source for global managed investment data.
Managed Investment Data Licenses
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Morningstar® Essentials™ Data License
Morningstar® Essentials™ is a web-based toolkit for enhancing marketing materials with industry-standard statistics recognized by investors and advisors worldwide. Firms that license Morningstar Essentials can use statistics such as the Morningstar Rating™, Morningstar Style Box™, and Morningstar Category in applications such as websites, fact sheets, and shareholder communications. A full range of tools and data supports marketing campaigns, including fund flows, print and web-ready images, data alerts, and more.
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Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
Closed-end funds
Collective investment trusts
Exchange-traded funds
Mutual funds
Separate accounts
Variable annuity/life subaccounts and underlying funds
Hedge funds
Advisor and investor websites
Direct mail
Fact sheets
Sales presentations
Shareholder communications
Trade show handouts
Data is delivered on the third business day via a password-protected website.
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