U.S.A.
Morningstar® Data for Separate Accounts
Data and analysis for institutional separate accounts and separately managed accounts.
Overview
Quality Data
Morningstar Advantages
Accessible in Morningstar Products
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.
Take Action
Contact a Data Sales Specialist
See It Work
Sample Data
Learn More
Product Fact Sheets
Representative Client List
Methodology Documents
Manager Support
Institutional DataManager Login
New Manager Registration
Contact our Data Collection Team
© Morningstar. All rights reserved.