Quantitative models and factor research
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
Multi-Asset Investment Data & Research Platform$$
Offering: Comprehensive global investment data, ESG ratings, and private market intelligence delivered via API, cloud-native feeds, and institutional analysis platforms.
Best for: Asset managers and wealth advisors requiring integrated public and private market data for portfolio construction, performance attribution, and ESG risk management.
Benefits
- Extensive global coverage of managed investments and equities
- Seamless integration of public and private market data via PitchBook
- Flexible delivery options including modern cloud-native formats like Snowflake
- Strong reputation for standardized fund performance and ESG metrics
Drawbacks
⚠ High complexity in managing multiple disparate product suites · ⚠ Potential for data latency compared to specialized high-frequency quantitative providersProduct Intelligence
Value Score
44
quality per $
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
Portfolio optimizationfactor-based investingrisk managementmanager selectionasset allocation
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
financial exchangesgovernment filings
Detected Use Cases
risk 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.
Request a sample directly from Morningstar, Inc..
Web Authority
High Authority10 mentions·4 platforms
Academic Papers
5 × 8 pts+40
LinkedIn
3 × 2 pts+6
Reddit
1 × 3 pts+3
Blogs & Newsletters
1 × 2 pts+2
Evidence5 sources
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 after enrollment, based on observed part
Academic Papers
Analyzing the Value of Managed Accounts
by S Look · 2026 — In this paper, we quantify the value of managed accounts using the Morningstar Center for Retirement and Policy Studies' new quantitative framework, the Defined Contribution Outcome
Academic Papers
The Structure of European ESG Funds - Marco Pellegrino
This study provides a comprehensive assessment of how European ESG funds differ from non-ESG funds in terms of performance, underlying financial structure, and predictability. Using a harmonized Morni
Data Dictionary
Expected fields and columns in this data product
About Morningstar Quantitative Research
Morningstar Quantitative Research 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).
Quantitative models and factor research
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...