Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our mission is to create great products that help...

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Morningstar Research
With one of the deepest benches of seasoned analysts in the world. We take a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments we cover. Our global coverage uses the same consistent research framework in every region where our analysts are evaluating investments. Every investment conclusion is from an...
Morningstar Essentials
We evaluate investments from the viewpoint of an investor. You can use our independent metrics to validate important details about your funds. It is a toolkit for marketers to enhance their programs with industry standard statistics. https://www-prd.morningstar.com/products/essentials
Morningstar Indexes
We draw on our independent research ecosystem to inspire new indexes and drive outcomes that investors value. Such as the Morningstar Wide Moat Focus index which embodies our philosophy of buying great companies at great prices, and why we think it pays to be selective as well as preparing for a low carbon economy, which helps investors to take...
Morningstar KIIDs Solution (European)
End-to-end. Scalable. Proven. Key Investor Information Document (KIID) services.   The UCITS IV regulations effective July 2011 require asset management firms in EU member countries to produce, distribute, and maintain Key Investor Information Documents (KIIDs) for funds and sub-funds, in every language and currency where the fund is...
Morningstar Solvency II Data Solutions for Asset Managers
  The Solvency II regulation calls for all insurance companies with operations in Europe to report all their assets on a quarterly and annual basis. They are asked to either drill down to underlying holdings or pay a solvency premium for holding their capital in non-transparent assets. Morningstar recognises that the Asset Management industry...
Morningstar Solvency II Data Solutions for Insurers
The Solvency II regulation calls for all insurance companies with operations in Europe to report all their assets on a quarterly and annual basis. They are asked to either drill down to underlying holdings or pay a solvency premium for holding their capital in non-transparent assets. Morningstar database can add the look-through transparency to...
Morningstar Data for Commodities
Morningstar provides a suite of data management products that provide actionable information and valuable insights in the commodity and energy sectors. Clients gain access to integrated enterprise-level software, more automated up-to-date results, and faster execution of transformative business decisions. http://www.morningstarcommodity.com/
Morningstar MiFID II Solutions
Morningstar’s MiFID II solutions are concentrated in these areas: Comprehensive MiFID II Data Morningstar has a comprehensive data package that supports investor protection and fee transparency. This includes the target market data that asset managers are required to disclose, complex/non-complex classifications and cost breakdowns....