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.
Target market data and manager and exchange-traded fund research to help firms manage their lineups.
Independent equity research by 100 analysts covering more than 1,500 companies globally.
Suitability and Advice Process
Portfolio risk scoring and advice workflow tools to help advisers build, propose and manage suitable portfolios.
Comprehensive investment product fee data and a calculation engine to determine the cost of investing and the impact of product and service fees on returns.
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