Data regarding model portfolio performance and returns.
Est. Price
~$15,000/yr est.
Update Frequency
Monthly
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
No API
Product Overview
Financial Data and Investment Analytics Platform$$
Offering: Comprehensive investment data, ESG research, credit ratings, and portfolio management software delivered via API and enterprise platforms.
Best for: Wealth managers and institutional investment teams requiring integrated research, performance benchmarking, and account aggregation.
Benefits
- Extensive global coverage of fund and equity data
- Deep integration of ESG research via Sustainalytics
- Flexible delivery options including Snowflake and REST API
- Strong brand reputation for independent investment research
- Unified ecosystem for both front-office analysis and back-office reporting
Drawbacks
⚠ High complexity for users requiring only lightweight data feeds · ⚠ Legacy platform architecture can feel cumbersome compared to modern cloud-native fintechs · ⚠ Pricing can scale rapidly with additional data modulesProduct Intelligence
Value Score
31
quality per $
Price Position
P80
premium
Coverage
55
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
portfolio analyticsperformance benchmarking
Categories
Financial DataInvestment ResearchPortfolio AnalyticsPerformance Benchmarking
Coverage
Global
Delivery
SFTPWeb
Detected Use Cases
competitive intelligenceinvestment research
Pricing Tiers
Vedex estimate
~$15,000/yr est.
SUBSCRIPTIONMEDIUM
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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$15,000/yr est.
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Data Dictionary
Expected fields and columns in this data product
About Model Portfolio Returns Data
Model Portfolio Returns Data is a financial data data product offered by Morningstar, Inc., available on discovery. Data is updated monthly. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Data regarding model portfolio performance and returns.
About Morningstar, Inc.
Morningstar, Inc. is a data provider vendor based in Chicago, Illinois. Morningstar, Inc. is a leading provider of independent investment research, data, and software solutions for investors, financial advisors, and institutions globally. The company offers a comprehensiv...
Related Data Categories
Financial DataInvestment ResearchPortfolio AnalyticsPerformance Benchmarking