Proprietary index family used for benchmarking.
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Daily
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Investment Research and Portfolio Analytics Platform$$
Offering: Comprehensive suite of investment data, proprietary fund ratings, ESG research, and portfolio management software for institutional and retail financial professionals.
Best for: Wealth managers and institutional investment teams requiring integrated fund research, performance benchmarking, and client reporting tools.
Benefits
- Extensive global coverage of mutual funds and ETFs
- Industry-standard proprietary fund rating system
- Integrated ESG research via Sustainalytics
- Flexible delivery options including Snowflake and REST API
- Strong practice management and account aggregation capabilities
Drawbacks
⚠ Platform complexity can lead to steep learning curves · ⚠ Data latency may not meet the needs of high-frequency quant traders · ⚠ Fragmented user experience across multiple acquired product suitesProduct Intelligence
Value Score
44
quality per $
Price Position
P80
premium
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
BenchmarkingPortfolio ConstructionPerformance AttributionAsset AllocationQuantitative Research
Categories
Financial DataInvestment ResearchPortfolio AnalyticsIndex Data
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
financial exchanges
Detected Use Cases
competitive intelligence
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.
Request a sample directly from Morningstar, Inc..
Web Authority
Notable10 mentions·3 platforms
LinkedIn
8 × 2 pts+16
Academic Papers
1 × 8 pts+8
Blogs & Newsletters
1 × 2 pts+2
Evidence5 sources
Academic Papers
International Mutual Funds Performance and Persistence ...
- MSCI and MorningStar indexes for Europe. - MSCI for North America. - MSCI for World c) Nine indexes per investment style: - Small companies ...
LinkedIn
Morningstar Acquires CRSP, Enhancing Global Index ...
... Morningstar Indexes family. With CRSP indexes serving as benchmarks for over $3 trillion in U.S. equities, this strengthens our commitment ...
LinkedIn
#morningstarindexes | Morningstar
... Morningstar Indexes family. With CRSP indexes serving as benchmarks for over $3 trillion in U.S. equities, this strengthens our commitment ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Indexes
Morningstar Indexes is a financial data data product offered by Morningstar, Inc., available on discovery. Data is updated daily. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Proprietary index family used for benchmarking.
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 AnalyticsIndex Data