Accelerate your business with investment data enriched by world-class research and analytics
Morningstar Data+Analytics combines our renowned independent research and ratings with coverage and analysis of the expanding universe of investment opportunities.
Reveal actionable insights about a variety of investment classes—across both public and private markets—with speed and confidence.
Unmatched coverage
Real-time global market data on over 22 million equities, indexes, futures, options, and more.
Valuable enrichment
Comparisons, models, benchmarks, ratings, and metrics that make data actionable.
Seamless accessibility
Sophisticated data collection, calculation, tagging, and delivery to your systems and workflows.
Broad application
Custom dashboards and reporting for risk modeling, asset allocation, compliance management, and more.
Integrate data into your systems and tools
Secure and flexible delivery on schedule and ready to use.
Data feeds
Explore, analyze, and export with custom data feed creation.
Data platforms and applications
Conduct research and analysis, create investment products, manage portfolios, and prepare reports.
Custom data delivery
Choose from a wide range of supported methodologies to reflect specific index requirements.
Morningstar AI Solutions
AI-ready research and data to power your investing workflows.
Validate your investment strategies
Use Morningstar ratings, metrics, and analytics to build products and portfolios, manage risk, and communicate your ideas.
Performance
Uncover undervalued stocks, look at a fund’s risk-adjusted performance over the past three years, simplify strategy selection, and more.
Competitive Advantage
Measure a firm’s durable advantage to fend off competitors, assess where and how leadership uses excess profits, and more.
Sustainability
Observe how companies manage ESG risk, develop products that suit investors’ ideals, measure the risk that comes from the transition to a low-carbon economy, and more.
Elevate your advice at the Morningstar Investment Conference
Independent insights, not pay-to-play agendas, take the main stage June 17–18.
Join us in Chicago to meet with fund managers and uncover research-backed strategies. Hosted advisors attend for free.
