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® Equity Research Services
Morningstar® Equity Research Services - Insightful investment ideas from independent analysts. Morningstar® Economic MoatTM Rating defines a company’s competitive advantage 1,800 companies covered in more than 90 industries Research tailored for institutional investors, advisors, and individuals. Covering approximately...
Morningstar® Document Library
The Morningstar® Document Library houses global investment filings such as prospectuses and annual reports in HTML format or as PDF files in a searchable, accessible library. This cost-effective service helps firms comply with point-of-sale and post-sale requirements.   Hosted by the Document Library, our Morningstar® Summary...
Morningstar® Indexes
Morningstar® Indexes - Every major asset class from one provider. 100+ indexes in eight families Constructed for pure exposure to each asset type Ideal for benchmarking and building distinct investment products For firms creating new investment products, Morningstar now offers indexes that span all major asset categories,...
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 superior quality market data and analytical products for energy data management systems, financial and agricultural data management, historical analysis, trading, risk management and forecasting.
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....