What financial datasets does Morningstar offer?

Morningstar offers a broad range of investment datasets covering managed investments, equities, fixed income, indexes, alternatives, entities, and private-market securities. Our data coverage spans more than 1.4 million managed investments and includes data on mutual funds, ETFs, CITs, SMAs, managed portfolios, and semiliquid funds. Morningstar also provides company-level and security-level data sourced from company filings, as well as proprietary indexes, ratings, classifications, and analytics.

What analytics tools does Morningstar provide for portfolio management?

Morningstar provides portfolio management and analytics capabilities through Morningstar Direct, Direct Advisory Suite, and several other solutions. These tools support portfolio construction, analysis, monitoring, reporting, optimization, attribution analysis, holdings-based risk assessment, compliance management, and more.

Can Morningstar data be used for regulatory reporting?

Yes, Morningstar provides solutions specifically designed to support regulatory reporting and compliance obligations. Our regulatory solutions help firms address requirements related to capital adequacy, investor protection, sustainability reporting, and other regulatory frameworks. Morningstar's reporting and distribution solutions, like Publishing System, are designed to help firms complete regulatory reporting obligations by calculating, producing, and distributing required documents directly to regulators.

What types of investment research does Morningstar publish?

Morningstar publishes independent investment research covering stocks, mutual funds, ETFs, bonds, markets, asset classes, investor behavior, and economic trends. Our research is produced by global analysts and includes analyst reports, sector research, market outlooks, industry studies, sustainable investing research, and fund research. Visit the Morningstar financial research library to browse all published investment insights.

How does Morningstar source and verify its market data?

Morningstar sources market and investment data from a variety of inputs, including company filings, and applies proprietary methodologies, calculations, and quality-control processes before delivery. Morningstar emphasizes data quality through an ongoing focus on timeliness, completeness, accuracy, and consistency, supported by independent measurements and validation processes across collection, processing, and delivery workflows.