Global. Powerful. Analytical. Desktop-based research platform.
With our acquisition of the fund data business from Standard & Poor's, Morningstar now offers Morningstar® Workstation (formerly S&P Micropal Workstation), an all-inclusive desktop resource for advanced fund performance analysis. It provides a comprehensive toolkit for the calculation, benchmarking, and presentation of performance information. Investment professionals can assess global fund performance and suitability using more than 85 calculation options, 85 currencies, and 15,000 indexes. Users have the flexibility to define their own analysis parameters and incorporate private data into performance calculations.
Contains more than 85 predefined criteria and calculation options for developing customised analytical views for funds, fund portfolios, sectors, indexes, and more
Facilitates competitor analysis and performance measurement with powerful fund analytics
Allows users to create their own peer groups and custom-defined composite benchmarks
Incorporates proprietary data, such as fees, prices, and dividends, for convenient retention and distribution
Features the industry-standard Morningstar Global Investment Fund Sectors (GIFS) classification system, as well as a variety of other classification standards, for comparing the performance of global funds
Offers 15 table templates for data presentation and allows users to create and save their own customised templates
Integrates tables and charts into documents, spreadsheets, and presentations for easy, consistent distribution