Morningstar Products and Investment Solutions

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.

Leverage a robust beta platform that represents global, developed, and emerging markets for making asset allocation decisions, benchmarking investment performance, and more.

Independent, forward-looking credit ratings and other opinions assessing issuer and debt creditworthiness.

Access valuation-driven separately managed account strategies focused on quality companies, economic moats, and attractive valuations for long-term growth.

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

Provide a professional retirement strategy for employees. Managed accounts deliver personalized advice on how much to save, which investments to choose, and when to retire.

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

Integrate ESG, sustainability, and climate intelligence into investment workflows. Gain insights to assess risks, impacts, and opportunities.

Discover investment data and workflows to help financial firms manage risk and meet disclosure requirements.

Harness AI powered by Morningstar research and data. Personalize insights, streamline workflows, and enhance investment decisions.

Benchmark performance, create investment products, and develop custom index strategies.