Proprietary ESG score for funds based on underlying holdings.
API Access
Est. Price
~$15,000/yr est.
Update Frequency
Monthly
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
41
quality per $
Coverage
55
geo × freq × depth
Try-ability
15
ease of trial
Product Details
Use Cases
Portfolio constructionESG integrationfund screeningsustainability reportingrisk management
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
government filings
Detected Use Cases
esg sustainabilityrisk management
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.
Request a sample directly from Morningstar, Inc..
Web Authority
High Authority19 mentions·3 platforms
Academic Papers
12 × 8 pts+80
LinkedIn
4 × 2 pts+8
Blogs & Newsletters
3 × 2 pts+6
Evidence5 sources
Academic Papers
The Impact of the Morningstar Sustainability Rating on ...
by M Ammann · 2017 · Cited by 224 — We examine the effect of the introduction of Morningstar's Sustainability Rating in March 2016 on U.S. mutual equity fund flows.
Academic Papers
Sustainability or Performance? Ratings and Fund ...
by N Gantchev · 2021 · Cited by 148 — The impact of the Morningstar Sustainability Rating on mutual fund flows. European Financial Management , volume 25 , issue 3 , p. 520 - 553 ...
Academic Papers
rating on mutual fund flows
ABSTRACT. We examine the effect of the introduction of Morningstar's Sustainability Rating in. March 2016 on mutual fund flows.
Data Dictionary
Expected fields and columns in this data product
About Morningstar Sustainability Rating
Morningstar Sustainability Rating is an alternative data product offered by Morningstar, Inc., available on discovery. Data is updated monthly. API access is available for programmatic integration. Vedex estimates pricing at roughly $15,000/yr (an estimate, not a vendor-published price).
Proprietary ESG score for funds based on underlying holdings.
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...