Morningstar, Inc.

Enhance Solutions With Quality Content

Financial platforms come to Morningstar for access to one of the largest and highest-quality global investment databases in the industry. Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement-plan providers and sponsors to help them make better investment decisions.

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. We set the industry standard with comprehensive global coverage of every major investment universe, delivered the way our clients need it and in formats that investors can quickly understand.

Our clients range from start-ups to some of the world’s largest firms, including the New York Stock Exchange and Microsoft. We reach more than 9 million individuals around the world and serve 500+ clients that add Morningstar capabilities to their platforms to better serve their users. And we make client service a priority: In a 2014 study, 96% of respondents said they were satisfied with their relationships with Morningstar.

Our alliance clients use Morningstar’s trusted brand and global investment data to enhance their software applications, digital sites, retirement planning tools, trading solutions, and more. They also license our award-winning investment research and editorial content–articles and videos generated by our hundreds of equity and fund analysts. This combination of quality data and independent analysis can set products apart from the crowd and drive business growth.

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Sustainalytics, a Morningstar Company, provides high-quality, analytical environmental, social and governance (ESG) research, ratings and data to institutional investors and companies. For more than 25 years, our firm has focused on delivering innovative solutions that have enabled the world’s leading institutional investors to identify, understand, and manage ESG-driven risks and opportunities. With Sustainalytics now a part of Morningstar, we’re accelerating our efforts to bring meaningful ESG insights to investors of all types across different asset classes at the company and fund level. Sustainalytics’ Corporate Solutions unit works with hundreds of companies and their financial intermediaries to help them consider sustainability in policies, practices and capital projects. Learn more about us here.

Morningstar Managed Products Data

Morningstar® Data for managed products is driven by Morningstar’s accurate, up-to-date investment database that has nearly 100% market coverage. The extent of this coverage in U.S. and global markets gives our clients the ability to better serve their audiences by providing focused, relevant data. And Morningstar Data maintains consistency across investment types to make direct comparisons not just possible, but easy.

Our comprehensive inventory of independent managed-products data includes portfolio, performance, and operations information. Familiar statistics and data are available for easy integration in third-party platforms to support activities that range from conducting research and financial modeling to creating investor-friendly communication materials. And because the industry is constantly evolving, we continually adapt our database in response to client needs, regulatory changes, and marketplace trends.

We monitor data quality with a rigorous collection process, Lean Six Sigma discipline, and analyst teams focused on data consistency. And we know that efficient data delivery is crucial, so we have a dedicated Morningstar team that works with each client to help ensure seamless integration and superior ongoing service.

Morningstar Equity Data

Morningstar® Data for global equities offers comprehensive global coverage of fundamental data that gives our clients a single source for all of their equity data needs. This data powers client solutions such as financial models, research, investment tools, software platforms, and investor websites.

Our fundamental data license includes coverage of more than 670 standard data points for all financial line items and more than 300 calculated data points, captured from the financial statements and select footnotes of more than 41,000 publicly traded companies around the world.

We monitor press releases and regulatory news sources to capture quarterly, semiannual, and annual company announcements in local markets. After we assemble the most relevant and up-to-date information about a company’s business, data is collected in industry-specific templates (such as banking, insurance, and more) to make cross-sector comparison and analysis easy.

Beyond fundamentals, our equity data includes comprehensive ownership information from more than 40,000 distinct managed-product portfolios. Clients can use our robust institutional, beneficial, and insider ownership statistics to identify up to 90% of all individual securities publicly held, compare investments, and develop accurate financial models.
With our proprietary industry statistics and categorization data, clients can view aggregate financial data by sector, segment, or industry for company-to-industry comparisons. Additionally, Morningstar Asset Classification data delivers industry, sector, and regional constituency information across a range of investment types for robust comparisons and analysis.

Morningstar Real-Time Market Data

Global banks, brokerages, asset managers, media outlets and software providers, rely on Morningstar Real-Time data to power their applications. Covering more than 15 million instruments, we deliver fast, reliable market data and extensive histories from more than 260 global exchanges, index providers, banks, and interdealer brokers through streaming feeds, web services, snapshot files, and more.

Our distributed global network allows us to provide reliable, low-latency normalized data feeds, and our institutional market data cloud provides immediate, on-demand access to our complete set of financial market data. Clients can receive precisely scheduled delivery of intraday, end-of-day pricing, and historical data by the minute or at custom intervals.

And we manage implementation, working directly with exchanges, alternative trading venues, over-the-counter sources, index providers, and newswires to give our clients the support they need. Our market data solutions use the same normalized data model with a logical instrument-naming scheme and key cross-reference information for consistency, so all of the data can be easily integrated with a variety of systems and sent directly into end-user applications.

Morningstar ByAllAccounts Data

Our account-aggregation service gathers, transforms, and delivers financial account data from more than 15,000 sources and automatically delivers investment positions and transaction details along with security identifiers, price data, classification data, and more. We cover both transactional and positional data from a number of account types, including retirement accounts, 529 plans, annuities, bank accounts, credit cards, employee stock options, endowments, loans, offshore funds, REITs, and more.

We aggregate structured and unstructured data, using direct and institutional feeds where possible. Our proprietary technology normalizes, enriches, and delivers high-quality investment data in a single feed, which eliminates the need for manual entry and manipulation. ByAllAccounts provides multicurrency, tax lot, settlement-based, and trade-based support.

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