U.S.A.
Institutionally Focused Databases
Accurate, timely data for institutional investments.
Overview
Separate Accounts
Collective Investment Trusts
Hedge Funds
Morningstar maintains one of the most comprehensive investment databases in the industry, with coverage of more than 325,000 investments globally. We collect our data from primary sources and review it for accuracy, consistency, and timeliness before it flows into Morningstar products. Investment consultants and buy-side investors use our database for information on separate accounts; collective trusts; insurance group separate accounts; single strategy and funds of hedge funds; capital markets; and pensions, endowments, and foundations. Our database also includes extensive information on mutual funds, stocks, exchange-traded funds, closed-end funds, 529 plans, and variable annuities. Here is some of the institutional investment data we cover.
Separate Accounts
Detailed quantitative and qualitative data on thousands of U.S.-domiciled separate accounts. This database also includes wrap products, as well as a growing number of Australia- and U.K.-domiciled managed and segregated accounts.

Collective Investment Trusts
Timely returns information, holdings statistics, fee schedules, and analysis on collective investment trusts, pooled funds, investment schemes, and managed schemes in the United States, Canada, Australia, and the United Kingdom.

Hedge Funds
One of the largest sources of transparent, continuously updated data on U.S.-domiciled, offshore, and European hedge funds including single-managed hedge funds, funds of hedge funds, and commodity trading advisors.
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