ESG research, ratings, and data provider acquired by Morningstar.
API Access
Est. Price
~$15,000/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
44
quality per $
Price Position
P24
below avg
Coverage
70
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 52% (concentrated — few vendors)
Product Details
Use Cases
Portfolio managementESG integrationregulatory compliancerisk assessmentimpact reporting
Categories
ESG DataFinancial DataInvestment ResearchRisk Management
Coverage
Global
Delivery
REST APISFTPS3 BucketSnowflake ShareWeb UI download
Data Sources
corporate filings
Detected Use Cases
compliance regulatoryesg sustainabilityrisk 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 Authority20 mentions·3 platforms
Academic Papers
10 × 8 pts+80
LinkedIn
9 × 2 pts+18
linkedin company
1 × 1 pts+1
Evidence5 sources
Academic Papers
Market-Implied Sustainability: Insights from Funds' Portfolio ...
Morningstar Sustainalytics (2024b) reports the assets of Article 8 ... The dataset provides broad temporal and cross-sectional coverage ...
Academic Papers
Aligning ESG Controversy Data with International ...
Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings, 2024. URL https://www.sustainalytics.com/esg-news ...
Academic Papers
Market-Implied Sustainability: Insights from Funds' Portfolio ...
by R Giacometti · 2025 — Morningstar Sustainalytics (2024b) reports the assets of Article. 8 and Article 9 funds exceeded €6 trillion at the end September 2024. The two ...
Data Dictionary
Expected fields and columns in this data product
About Morningstar Sustainalytics
Morningstar Sustainalytics is a esg 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 $15,000/yr (an estimate, not a vendor-published price).
ESG research, ratings, and data provider acquired by Morningstar.
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
ESG DataFinancial DataInvestment ResearchRisk Management