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Ryan W Clark
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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 data and manager and exchange-traded fund research to help firms manage their lineups.

Research Unbundling

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.

Fee Transparency

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.

For more information contact:

[email protected]

View other products from Morningstar

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.

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.

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 …