Investors value Morningstar data and analysis, as well as the exclusive investment tools and educational features available online. These features are available within Morningstar® Investment Research Center—the database designed specifically for libraries. This comprehensive solution is a great value within the library and remotely—with advanced and flexible security features for administrators, reference librarians, and patrons.
What you can do:
Utilize the customizable features of a web-based investment resource
Set-up options for IP, remote, or password authentication
Real-time quotes on thousands of stocks and funds
Investment Research Center is an online database with a user-friendly interface. Content is updated frequently to provide patrons with practical, real-time research and educational resources.
Serve investors at all levels
Independent analyst research on stocks, mutual, exchange-traded, and closed-end funds
Easy-to-use portfolio management tools
Online investment courses and guides
The depth of information and range of tools available through Investment Research Center will appeal to a wide range of investors—from beginners to experts. Our interactive classroom teaches basic and advanced stock and fund portfolio techniques while special reports cover key topics spanning from retirement to the basics of exchange-traded funds and options.
Provide patrons with customizable tools and analyst reports
Fund, Stock, and ETF Screeners
Retirement and college cost calculators
Fund, stock, ETF, and CEF analyst reports
Screening tools allow patrons to build a list of investments that meet their criteria while Portfolio X-Ray enables them to view how their selected investments will work together in a portfolio. Customizable retirement and college cost calculators help them obtain the information they need to prepare for their future.
Access a dedicated client support team
Knowledgeable support staff
Marketing and educational materials
Our highly knowledgeable staff is there to assist with training sessions and provide Library Notes—a special library e-newsletter that provides database updates, topical data, and marketing tips. A website built especially for client support allows librarians to track usage statistics and download informational materials.