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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
Warehouse Data License
Morningstar’s most comprehensive inventory of independent investment data provides a license to use exclusive Morningstar statistics plus portfolio, performance, and operations information. The Warehouse Data License includes style-specific benchmarks, fee and expense details, and performance and portfolio information across a breadth of investment universes. Familiar statistics and data from this feed can be used in advertising, fact sheets, shareholder reports, and sales presentations to help investors and advisors evaluate investments.
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Morningstar<span class="registered">&#174;</span> Data for Managed Investments
Data universes available
529 college savings plans
Closed-end funds
Collective investment trusts
Custom investments
Exchange-traded funds
Funds of funds
Hedge funds
Indexes
Money market funds
Open-end funds
Pension/insurance products
Separate accounts
Stocks
Variable annuity/life subaccounts and underlying funds
Applications
Advisor and investor websites
Asset management
Compliance
Marketing materials
Media
Product management
Sales
Software
Strategic management
Delivery
Most data is delivered between the third and seventh business day.
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