Every decision you make should be guided by our most valuable resource – data. Achieve investment success with insights into any market, fund, or strategy, powered by our deep and broad data coverage.
Data. It’s built into the DNA of Morningstar. It’s our foundation. As portfolios evolve, our datasets evolve to deliver more meaningful insights. From the portfolio and fund level through to underlying securities, from fixed-income funds and ETFs to private market and ESG data. Enriched by cutting-edge investment research and proprietary analytics, our expansive data empowers informed decision-making.
Learn how Morningstar data powers investment workflows.
Rosanne Howarth, CFA, Sanlam Investments, has more than 30 years' experience in the South African market. Howarth reflects on her evolving data journey, from exploring unit trust funds, pension funds, and ETF data to measuring fund performance and adapting to financial regulations.
Lindsey Stewart, Director of Stewardship Research and Policy at Morningstar, explores how proxy voting data surfaces ESG insights that enable investors to align their portfolios with their sustainability goals.
Daniel Brown, Sales Director at Morningstar, reflects on how deep pools of data support wealth managers looking to transform their digital experiences and respond to new financial regulations.
Lindsey Stewart, CFA, is a renowned sustainability and governance specialist and the Director of Stewardship Research and Policy at Morningstar. Through his groundbreaking investment research, Stewart explores how some of the most powerful global firms respond to ESG issues and how this data offers transparent and actionable insights. Learn how Morningstar’s extensive data coverage holds the key to success.
Dive deep into the data. From developing a holistic overview of an investment fund to conducting portfolio analysis, get inspired by our first-class research and analytics.
From fund selection and equity research to new financial regulations, get our world-leading research delivered straight to your inbox.
As the demand for passive strategies has surged, data is essential to compare funds, identify investment opportunities, and put an investment fund under the microscope. With this free guide, you’ll develop a comprehensive overview of the passive landscape and explore the benefits and challenges of passive strategies.
Explore flows to open-end funds and ETFs focused on sustainability, in this quarterly report. Track emerging trends through our investment research and stay up to date on new financial regulations, from the EU Action Plan to UK SDR.
Comparing more than 26,000 unique funds across Europe, our expert analysts have gone deep into the data to assess the fund performance of both active and passive strategies to provide a thorough overview of the landscape.
As active ETFs have skyrocketed, it’s more important than ever to have access to comprehensive and cutting-edge data and investment research. Learn more about Morningstar’s industry-leading active ETF research and ETF data.
As your investment goals and objectives grow, you need data that grows with you. Our extensive data capabilities are fit for the future of investing. Whether it’s investment research, state-of-the-art portfolio analysis tools, or sophisticated reporting solutions, our comprehensive platform offers a full-service experience so investors can make data-driven decisions.
Our North Star is empowering investor success. Through our most valuable asset– data – we equip investors with the resources and investment research they need. Our continuously evolving datasets are enriched with first-class research and analytics to surface powerful insights that bring a global outlook to local markets to help investors adapt and succeed.
Our world-leading analysts leverage the power of Morningstar's deep data to create investment research that makes a difference. By enriching our data with proprietary metrics and analytics, from the Morningstar Medalist Rating to Portfolio Risk Score, we craft a clear and compelling narrative that empowers investors to make informed investment decisions.
With deep datasets that span multiple markets across the world underpinned by proprietary metrics and analytics, we’re able to bring our global expertise directly to local markets. Whether it’s regional trends and nuances to country-specific financial regulations, our data and insights can adapt to the needs of our investors.
