Recalled as part of their sustainability offerings in financial contexts
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 ESG screeningrisk managementregulatory reportingsustainable investment strategy developmentand performance benchmarking.
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Detected Use Cases
competitive intelligencecompliance regulatoryesg sustainabilityrisk management
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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Web Authority
Notable9 mentions·4 platforms
Academic Papers
3 × 8 pts+24
Blogs & Newsletters
3 × 2 pts+6
LinkedIn
2 × 2 pts+4
Reddit
1 × 3 pts+3
Evidence5 sources
Academic Papers
Do mutual funds greenwash? Evidence from ...
Steen, Marie, Julian Taghawi Moussawi, and Ole Gjolberg, 2020, Is there a relationship between Morningstar's ESG ratings and mutual fund performance?, Journal ...
Academic Papers
ESG AND RESPONSIBLE INSTITUTIONAL INVESTING ...
After the introduction of Morningstar ESG ratings, US funds with low. ESG ratings subsequently observed net outflows while funds with high ESG ratings had ...
Academic Papers
Unpackaging ESG: Evidence from 401(k) Investment
14 Because Morningstar ESG ratings were introduced in 2016, we infer pre-2016 ratings by matching fund observations with funds of the same name and category ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar ESG Ratings
Morningstar ESG Ratings 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).
Recalled as part of their sustainability offerings in financial contexts
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...