Morningstar EnCorr - Data Sets and Investment Types

U.S.A.

Morningstar® EnCorr®
Capital markets research and asset allocation modeling.


		Overview


		Who Uses EnCorr


		Asset Allocation


		Portfolio Implementation


		Resampling Benefits


		Charts and Reports


		Data Sets and Investment Types

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Data Sets and Investment Types

Morningstar® EnCorr® makes data for a variety of investment types immediately accessible during portfolio analysis. Included are the complete Morningstar data universes, as well as Ibbotson® SBBI® data on some asset classes from 1926 to the present. For flexibility, EnCorr’s capabilities can expand through additional data packages, available as subscriptions. EnCorr also connects with third-party databases licensed through other providers.

Extensive investment and index data

EnCorr features built-in data for a variety of asset classes. Morningstar data covers global stocks, mutual funds, exchange-traded funds, hedge funds, and separate accounts, as well as U.S. variable annuity/life subaccounts. Ibbotson SBBI data provides historical values for stocks, long-term corporate bonds, long- and intermediate-term government bonds, Treasury bills, and inflation. Also accessible through EnCorr, Ibbotson index data covers more than 19,000 third-party indexes with thousands of performance data series across various benchmarking options.

View a complete list of available data

Additional Data Packages:

Dimson-Marsh-Staunton Global Returns
EnCorr is the exclusive software distributor of data from Elroy Dimson, Paul Marsh, and Mike Staunton, known for analyzing the historical records of securities around the world dating back to 1900. This international data module features returns for stocks, government bonds, and Treasury bills, as well as maturity and equity premia.

Center for Research in Security Prices (CRSP)
CRSP files provide a strong foundation for economic forecasting, stock market research, and financial analysis.

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