Managed portfolios and investment consulting services.
API Access
Est. Price
~$25,000/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
42
quality per $
Price Position
P93
premium
Coverage
70
geo × freq × depth
Try-ability
0
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
Portfolio constructionasset allocationperformance benchmarkinginvestment researchretirement planningrisk management
Categories
Financial DataInvestment ResearchPortfolio AnalyticsRetirement Planning
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
government filings
Detected Use Cases
competitive intelligenceinvestment researchrisk management
Pricing Tiers
Vedex estimate
~$25,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$25,000/yr est.
Request a sample directly from Morningstar, Inc..
Web Authority
High Authority14 mentions·3 platforms
Academic Papers
9 × 8 pts+72
LinkedIn
2 × 2 pts+4
linkedin company
3 × 1 pts+3
Evidence5 sources
Academic Papers
Analyzing the Value of Managed Accounts
by S Look · 2026 — Spencer Look. Morningstar, Inc. - Morningstar Investment Management LLC ... dataset of millions of participant-level observations across ...
Academic Papers
The 2026 Managed Accounts Research Series
DCOM forecasts assets within the DC account to grow based on stochastic portfolio returns from Morningstar Investment Management's Time Varying. Model. When it ...
Academic Papers
ESG and Equity Performance in Private Market, Primary ...
by A Zhao · 2024 · Cited by 2 — Morningstar Investment Management, LLC. James X. Xiong. Morningstar ... A comprehensive dataset is constructed to link three markets.
Data Dictionary
Expected fields and columns in this data product
About Morningstar Investment Management
Morningstar Investment Management 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 $25,000/yr (an estimate, not a vendor-published price).
Managed portfolios and investment consulting services.
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 AnalyticsRetirement Planning