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Morningstar® Data for Managed Investments
The leading source for global managed investment data.
Overview
Managed Investment Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
Morningstar® Document Library
Morningstar assists firms in complying with pre- and post-sale document delivery requirements by providing access to prospectuses and supplements in HTML or PDF formats through the Morningstar Document Library. This cost-effective solution, which also provides annual reports, semi-annual reports, and Statements of Additional Information (SAI), is based on Morningstar’s comprehensive document repository. Strict collection standards and a dedicated analyst team ensure that clients receive all filing documents in a timely fashion.
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Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
Closed-end funds
Equities
Exchange-traded funds
Money market funds
Open-end funds
Pensions, endowments, and foundations
Unit investment trusts
Variable annuity subaccounts
Benefits
Analyst review
Broad, historical coverage
Cost-effective
Current documents
Data collection experience
Flexible delivery options
Secure servers
User-friendly formats
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