Morningstar Alternative Investment Data
Data on hedge funds, private equity, and other alternative investments
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Monthly
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
75%
API
API Available
Product Overview
Investment Research and Financial Data Platform$$
Offering: Comprehensive global investment data, including fund flows, fundamental equity data, and proprietary ESG risk ratings for portfolio construction and performance attribution.
Best for: Asset and wealth managers requiring standardized, high-quality fund and ESG data for portfolio construction and regulatory reporting.
Benefits
- Extensive global coverage of mutual funds and ETFs
- Integrated proprietary ESG risk and sustainability ratings
- Flexible delivery options including Snowflake and direct API
- Strong reputation for standardized
- institutional-grade financial data
Drawbacks
⚠ Less specialized in high-frequency or alternative alpha signals compared to niche quant providers · ⚠ Data structure can be rigid for firms requiring highly customized or non-standard data schemasProduct Intelligence
Value Score
41
quality per $
Coverage
55
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
Portfolio due diligencealternative asset allocationcompetitive benchmarkingrisk managementinvestment research
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
government filings
Detected Use Cases
competitive intelligencecompliance regulatoryinvestment researchrisk management
Pricing Tiers
Vedex estimate
~$15,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
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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Web Authority
High Authority13 mentions·3 platforms
Academic Papers
8 × 8 pts+64
LinkedIn
3 × 2 pts+6
Reddit
2 × 3 pts+6
Evidence5 sources
Academic Papers
Data Envelopment Analysis of Morningstar's Large-Cap ...
The DEA input variables selected for anal- ysis are: 1) cash (%), 2) expense ratio, 3) stocks (%), 4). P/E ratio, 5) P/B ratio, and 6) fund total assets. Cash ...
Academic Papers
The 2026 Managed Accounts Research Series
Morningstar has published a series of practitioner-oriented studies examining how managed account users change their savings and investment behavior before and ...
Academic Papers
ESG and Equity Performance in Private Market, Primary ...
by A Zhao · 2024 · Cited by 2 — We provide a wide range of analysis that covers private, primary, and secondary markets. A comprehensive dataset is constructed to link three ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Alternative Investment Data
Morningstar Alternative Investment Data is an alternative data product offered by Morningstar, Inc., available on discovery. Data is updated monthly. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Data on hedge funds, private equity, and other alternative investments
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...