Comprehensive investment data covering managed investments, equities, and fixed income for research and portfolio construction.
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Daily
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
44
quality per $
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
researchplanningproduct constructionportfolio constructioninvestment management
Coverage
Global
Delivery
APISFTPS3 bucket
Data Sources
government filings
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
Notable6 mentions·1 platform
Academic Papers
6 × 8 pts+48
Evidence5 sources
Academic Papers
Analyzing the Value of Managed Accounts
In this paper, we quantify the value of managed accounts using the Morningstar Center for Retirement and Policy Studies' new quantitative
Academic Papers
STOCKS, BONDS, BILLS, AND INFLATION® (SBBI®)
Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, ...
Academic Papers
Corporate Debt Structure with Home and International ...
by M Maggiori · 2023 · Cited by 10 — The middle (red) bar plots the share of foreign bond positions held by all other countries in the Morningstar data that are denominated in that particular ...Read
Data Dictionary
Expected fields and columns in this data product
About Morningstar Licensed Data
Morningstar Licensed Data is an alternative 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).
Comprehensive investment data covering managed investments, equities, and fixed income for research and portfolio construction.
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...