Morningstar® Data for Separate Accounts
Data and analysis for institutional separate accounts and separately managed accounts.
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Morningstar’s worldwide investment coverage includes one of the most comprehensive separate account databases in the industry for institutional investors, consultants, wealth management platforms, and financial advisors. We provide timely return information, representative holdings, detailed fee schedules, and qualitative data on more than 6,300 U.S.-domiciled separate account composites, and a growing number of Australian and U.K.-domiciled managed and segregated accounts. Our quality-tested data reaches institutional investors and wealth management platforms that rely on it to analyze portfolio performance and make informed investment decisions.
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