Every decision you make should be guided by our most valuable resource – data. Achieve investment success through our data-driven insights, enriched by world-leading investment research and proprietary analytics.
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.
Peter Skillemar, a Senior Performance Analyst at Handelsbanken Fonder AB, leverages Morningstar's comprehensive data and flexible coding environment to analyse fund performance and derive meaningful and actionable insights.
As a Senior Research Analyst, Kenneth Lamont specialises in thematic funds. Explore the world of thematic funds, their rise in popularity, inflow trends, and what separates the good from the bad.
Learn from Anastasia Georgiou, Director of Client Solutions at Morningstar, why wealth managers need first-class research and insights to address digital transformation, personalise experiences for younger generations, and respond to financial regulations.
As interest in thematic funds has surged, Kenneth Lamont has been instrumental in producing industry-leading investment research into the space. From assessing purity, performance, and asset allocations, to building out core datasets, Lamont’s innovative research brings clarity and transparency to what can be a volatile and confusing area.
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.
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Discover why world-class manager research is essential for building trust, improving performance, and customising your services. Learn how leveraging Morningstar’s independent ratings, proprietary analytics, and renowned investment research can help you effectively screen, monitor, and compare an investment fund.
Our in-depth analysis of approximately 1,200 actively managed equity, fixed-income, multi-asset, and alternative strategies explores how environmental, social, and governance factors can be integrated into sustainability-focused strategies.
Develop a comprehensive understanding of the UK investment fund market. From expert insights into emerging trends, fund performance by asset type, and changes in investor preferences. With cutting-edge investment research and analytics, you’ll be able to stay ahead of the competition.
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.
Boasting comprehensive market coverage, the depth and breadth of our data enables financial market participants to maintain their competitive advantage in an evolving landscape. From ETFs and indexes to underlying fund holdings and financial regulations, our datasets are continuously expanding to meet the needs of the market and investors.
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 investors.