Morningstar® Data for Managed Investments
The leading source for global managed investment data.
Managed Investment Data Licenses
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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
Advisor and investor websites and print materials
Asset allocation strategy and development
Internal research and analysis
Data is delivered monthly by the fifth business day.
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