中国奥运会

中国奥运会

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中国奥运会

中国奥运会

中国奥运会

Deliver advice built on full visibility into investment holdings and the quality of investments in a client’s portfolio.

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Asset Management

中国奥运会

Confidently research, develop, and market differentiated financial products designed to contribute to positive investor outcomes.

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中国奥运会

Data

中国奥运会

Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, Model Portfolios, CIT’s, Separate Accounts, ETFs, indexes, strategy-level data, ESG data, fixed-income data, and more.

Research

中国奥运会

Surface global insight grounded in historical context with our independent research, available as it’s being published. Our content1 is curated for your day-to-day needs, and includes detailed analysis on markets, equities, and managers.

Proprietary Ratings

中国奥运会

Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distill complex information efficiently so you can elevate communication with your clients.

中国奥运会

Peer Analysis and Manager Research

中国奥运会

Apply benchmarks, defined data, and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation.

Sustainability Risk Mitigation

中国奥运会

Stay ahead of changing investor preferences and risk mitigation strategies with Morningstar’s equity and fund-level data and ratings, latest ESG research findings, and in-practice ideas.

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Portfolio Management Software

中国奥运会

Build models and portfolios to demonstrate how asset-allocation strategies can help meet clients’ goals.

Independent Insights

中国奥运会

With Research Portal, follow topics and analysts to create a curated view of the latest events and thought leadership in the industry.

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Risk Analysis

中国奥运会

Assess portfolio risk and empower risk forecasting around returns at the firm and competitor level, then surface simple risk visuals to address client concerns.

Consolidated Data

中国奥运会

Easily toggle between tools like Excel to access the data that’s important to your firm and view it alongside our global investment data to support decision-making.

中国奥运会

Elevate Communication

中国奥运会

With Presentation Studio, distill complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.

Amplify Your Message

中国奥运会

Add on Report Portal to immediately distribute your collateral to client-facing groups, so the whole team can access custom templates that have been preapproved by your compliance team.

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中国奥运会

Global Risk Model

中国奥运会

This deeper look at risk reveals the sources of return in your portfolios and sources of volatility. Explore the potential impact of economic events on investment performance.

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Investor Pulse

中国奥运会

Dig into asset flows to create targeted sales plans, keep track of investor preferences, and measure yourself against your peers.

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Mercer Alliance

中国奥运会

Our alliance with Mercer gives you access to a consolidated universe of strategy-level data mapped onto vehicle data and research, eliminating manual coordination across multiple platforms.

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中国奥运会

中国奥运会

中国奥运会