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Morningstar® Data for Managed Investments
The leading source for global managed investment data.
Overview
Managed Investment Data Licenses
Investment Types and Regional Coverage
Applications
Data Quality
Ibbotson® SBBI® Data License
The Ibbotson® SBBI® Data License provides historical asset class returns dating back to 1926 for stocks, bonds, bills, and inflation. It includes monthly total return data for 18 asset classes and, where applicable, the breakdown between capital appreciation and income. Ibbotson SBBI data is known as the industry standard for complete, timely asset class information. Data from this feed brings an objective, historical perspective to investor and advisor communications.
Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
Open-end funds
Applications
Advisor and investor websites and print materials
Asset allocation strategy and development
Internal research and analysis
Delivery
Data is delivered monthly by the fifth business day.
License Index
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