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Morningstar Data
Overview
Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
Morningstar® Essentials™ Data License
Morningstar® Essentials™ enables broad distribution of Morningstar proprietary statistics to use in marketing materials and shareholder communications. An Essentials license puts the reliable reputation of the Morningstar brand in all client communications and brings objectivity to educational and marketing initiatives.
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Data universes available
Investment funds (unit trusts and OEICs)
Applications
Fact sheets
Adviser and investor websites
Sales presentations
Trade show handouts
Direct mail
Shareholder communications
Delivery
Data is delivered between the sixth and tenth business day each month.
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