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Manager Benchmarks
Data sets for precise peer analysis.
Overview
Morningstar Methodology
Benchmark and Investment Types
Applications
Delivery Methods
Delivery Methods
Institutional investors and investment consultants can access Morningstar’s Manager Benchmarks in ways that best fit how they conduct their investment analysis. From data in its purest form, to benchmarks supporting robust research, to customized benchmarks, we provide multiple options for accessing this extensive time series data.
What you can do:
Morningstar’s Manager Benchmarks are available in these products:
Morningstar® Data - Data feeds from Morningstar act as a common language across communications and business activities, driving efficiencies and improving consistency of information. Financial institutions, media businesses, and software companies worldwide choose from core and specialized licenses, drawing what they need from all the investments in Morningstar’s global database. Licenses are also available for other types of information, such as Manager Benchmarks, 80+ years of capital markets data, glide path images, and manager biographies.
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Morningstar Direct Our flagship global research platform unites all of our investment data with tools for highly customized analysis. Institutions can replace multiple products with one comprehensive software platform that streamlines and improves the investment research process. Asset managers, investment consultants, and plan sponsors who use Morningstar Direct have the resources needed to develop, select, and monitor investments.
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