Alternative Investment Center
Traded Fund Center
Pension and Endowment Center
Annuity Research Center
Plug-In for Microsoft Excel
Independent. Comparative. Focused.
Screening and research for institutional plans.
The Morningstar® Pension and Endowment Center offers access to independent data on thousands of institutional investments and plans for conducting manager research, plan evaluation, and business development. Extensive quantitative and qualitative information helps investment consultants target prospects and make informed recommendations. Plan administrators can use this web-based application to benchmark their plan or find suitable service providers, while plan service providers can use it to target prospects.
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Key Features
Screen independent data for approximately 8,000 institutional investments including separate accounts, collective investment trusts (commingled funds), and insurance group separate accounts (unregistered group annuities)

More about our institutional data
Evaluate an institutional investment’s holdings, performance, risk statistics, Morningstar Rating™, legal and compliance verification, and more
View search results side-by-side to compare quantitative data and qualitative narratives detailing a manager’s history, investment philosophy, and trading policies
Access operational and financial data for 6,500+ institutional plans such as plan assets and liabilities, discount rates, funding ratios, participant figures, actuarial information, fees paid to service providers, and more
Track the performance of select institutional plans
Create a custom peer group of similar plans to gauge how a plan’s fees and financial data compare to similar strategies
Review key facts such as fee data and types of plans serviced for 2,800+ retirement plan service providers
Export data into Microsoft® Excel® for further analysis
Download and print detailed reports summarizing a plan or investment for internal use or to share with clients
License Morningstar reports on institutional investments and pension plans for bulk distribution
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