EnCorr - Data Sets & Investment Types | Morningstar U.K.**NOT USED


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Comprehensive. Accessible. Expandable.

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.

Morningstar and Ibbotson data

EnCorr features built-in Morningstar and Ibbotson data for a variety of asset classes. Morningstar data universes cover stocks, global mutual funds, exchange-traded funds, separate accounts, and 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.

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 analysing 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.

See a list of available data

PSN (Plan Sponsor Network) Data
One of the most comprehensive sources of separate account information, the PSN investment manager database provides quarterly historical returns for global money managers. This database is only available for use with EnCorr’s Attribution, Analyzer, or Scenario Builder tools.

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