游泳踩水

游泳踩水

游泳踩水

游泳踩水

游泳踩水

游泳踩水

Build better portfolios with company- and security-level fundamental data and many other complementary data sets, such as classification, ownership, and executive insight.

游泳踩水

Apply multiple types of managed investments with a complete global set of operational, performance, and portfolio data.

游泳踩水

Engage market data solutions featuring broad market coverage, historical tick data, market monitoring, and flexible delivery options.

游泳踩水

游泳踩水
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SCREENING

游泳踩水

See a wide variety of options based on data across investment type, operations, performance, and portfolio data points, all while scaling across regions, strategies, and markets.


游泳踩水

  • Investment Basic Details
  • Manager Information
  • Fees and Expenses
  • Financial Statement Details

游泳踩水

  • Morningstar Ratings
  • Morningstar Category
  • Industry Classifications

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INVESTMENT RESEARCH

游泳踩水

Engage our global coverage and proprietary analytics and allow users to conduct in-depth research to clarify the why behind their investment selection.


游泳踩水

  • Investment Basic Details
  • Manager Information
  • Fees and Expenses
  • Financial Statement Details
  • Performance Data

游泳踩水

  • Morningstar Proprietary Data
  • Portfolio Holdings
  • Industry Classifications

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PORTFOLIO CONSTRUCTION

游泳踩水

Build a portfolio with holdings data and aggregated statistics to maximize diversification for personalized goals.


游泳踩水

  • Investment Basic Details
  • Fees and Expenses
  • Asset Allocation
  • Portfolio Statistics

游泳踩水

  • Portfolio Holdings
  • Industry Classifications
  • Target-Date Glide Path
  • Morningstar Proprietary Data

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MONITORING

游泳踩水

Conduct data-driven monitoring to obtain the true exposure of your client's portfolio and align goals to actual outcomes.


游泳踩水

  • Investment Basic Details
  • Corporate Actions
  • Fees and Expenses
  • Performance Data
  • Pricing Details

游泳踩水

  • Category Ranks
  • Fund Flows
  • Morningstar Classifications
  • Portfolio Analytics
  • Portfolio Holdings

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REPORTING

游泳踩水

Provide a robust set of investment and portfolio details to the end investor and track progress toward their investment goals.


游泳踩水

  • Investment Basic Details
  • Performance Statistics
  • Fees and Expenses
  • Portfolio Statistics
  • Manager Details

游泳踩水

  • Portfolio Holdings
  • Fund Flows
  • Industry Classifications
  • Morningstar Proprietary Data

游泳踩水

游泳踩水

Access the full spectrum of investments, including company, fund, and exchange coverage across all asset classes.

游泳踩水

Obtain historical holdings data on funds with a global reach, creating a window into registered and nonregistered investments.

游泳踩水

Tap into the research-driven insight from our proprietary analytics to clarify the data, making it immediately actionable.

游泳踩水

Maximize your ability to understand, compare, and communicate with our recognizable system of ratings and classifications.

游泳踩水

游泳踩水

Ensure precision with the highest-quality data, consistently put to the test by our independently governed quality-assurance group.

游泳踩水

Leverage your always-on advocate to help clients feel secure in meeting their fiduciary responsibilities with the timeliest data source.

游泳踩水

Implement tailored solutions synced to various delivery methods—including flat files, APIs, and streaming—for centralized data consistency.

游泳踩水

Minimize the gaps with complete, accurate, and timely data that is subjected to meticulous QA processes to ensure the highest quality.

游泳踩水

游泳踩水

We uncover how components like investment process, fund managers, and firm performance impact target-date strategies.

游泳踩水

We detail the differences between a holdings-based style analysis and returns-based style analysis, and outline how to use the right method so that holdings match up with investment goals.

游泳踩水

We evaluate 11 of the largest HSA providers to provide clarity to investors about this often opaque and evolving space.

游泳踩水

游泳踩水