Assessment of fund management quality and shareholder alignment
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Quarterly
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
39
quality per $
Price Position
P25
below avg
Coverage
48
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 52% (concentrated — few vendors)
Product Details
Use Cases
Portfolio constructionESG integrationfund due diligencerisk managementinvestment research
Categories
ESGFinancial DataFund RatingsInvestment ResearchPortfolio Analytics
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Detected Use Cases
compliance regulatoryesg sustainabilityinvestment researchrisk 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
High Authority9 mentions·2 platforms
Academic Papers
7 × 8 pts+56
LinkedIn
2 × 2 pts+4
Evidence5 sources
Academic Papers
The Role of Portfolio Managers and Boards of Directors | Request PDF
Chen and show that the Morningstar stewardship grade is a strong signal for subsequent fund performance. Our paper is most closely related ...
Academic Papers
MSTAR MEASURES POST PUBL 7_29_14 copy
“The Morningstar Stewardship Grade for Funds.” Morningstar.com, 2010b. Electronic copy available at: https://ssrn.com/abstract=2486163. Page 48. 48.
Academic Papers
Are Better Governed Funds Better Monitors?
We use Morningstar stewardship grade, together with individual governance component grades such as board quality and managerial incentives, as a proxy for a ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Stewardship Grade
Morningstar Stewardship Grade is a esg data product offered by Morningstar, Inc., available on discovery. Data is updated quarterly. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Assessment of fund management quality and shareholder alignment
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
ESGFinancial DataFund RatingsInvestment ResearchPortfolio Analytics