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Morningstar UK (European HQ) Office

Oliver’s Yard, 55-71 City Road
London
GB

Telephone

312-384-4061

Contact

Ryan W Clark
[email protected]

Morningstar Direct

Welcome to everything Morningstar—comprehensive investment information, proprietary analytics, and investment research from one of the world’s largest teams of independent analysts. Let us show you how Morningstar DirectSM gives asset managers, research analysts, and financial advisors the Morningstar perspective on investing, all in one platform. Morningstar Direct™ provides the most complete and timely link to …

Morningstar Managed Portfolios

Using Morningstar Managed Portfolios you can provide your clients with access to professionally managed portfolios designed to help them stay on track to meet their goals. https://www-prd.morningstar.com/en-uk/products/morningstar-managed-portfolios

Morningstar Advisor Workstation Enterprise Edition

Custom-configured platform for complete client service. Morningstar advisor workstation provides advisors with client reporting, reporting hypothetical illustrations and planning tools. Advisors can efficiently analyze investments and portfolios to give recommendations using reports and information the clients can understand. https://www-prd.morningstar.com/products/advisor-workstationEnterprise

Morningstar Data

You will find new areas to research by combining our powerful insights and expansive data to map uncharted paths for investing where nothing existed before. Calculations such as private equity, fixed income, and sustainability are used to enhance our own data. Investors use our research and ratings to make decisions about how they invest their …

Morningstar Entreprise Components

We are a full-service provider, from the data and research itself to the APIs and components that power the experience, we give institutions online resources for investment analysis and education. https://www-prd.morningstar.com/products/enterprise-components

Morningstar Direct for Wealth Management

A web-based investment analysis platform for wealth managers to research investments and communicate between teams. https://www-prd.morningstar.com/products/cloud/wealth-management

Morningstar Direct for Asset Management

Understand how your strategies fit within the context of a portfolio by evaluating them with the same metrics and data that your clients use. Perform advanced peer analysis across risk and performance to strengthen your position. https://www-prd.morningstar.com/products/cloud/asset-management

Morningstar Credit Ratings, LLC

Credit ratings and analysis that cover asset-backed securities, commercial and residential real estate securities, and corporate and financial institutions. https://ratingagency.morningstar.com/mcr

Morningstar Office Cloud

Use portfolio management software that delivers research investors trust and data you can depend on, while raising expectations for your client chats. https://www-prd.morningstar.com/products/cloud/office

Morningstar Reporting Solutions

You can use our tools to build templates and generate marketing materials, regulatory documents, or other custom reports. Our support team is equipped with regional expertise and ready to help. https://www-prd.morningstar.com/products/reporting-solutions

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 investor’s perspective …

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 …

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 marketed. Tapping into our presence across Europe …

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 will …

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 fund …

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. This data is available throughout Morningstar’s solutions. Product Governance Target market …