Data inspires your investment strategies, informs your decisions, and helps improve outcomes.
So where do you turn for data that speaks on today’s most pressing topics, like private markets, AI, and risk?
Clients are demanding access to private markets. But semiliquid funds remain expensive—fees are often two to three times more than mutual funds based on the most recent data.
Morningstar data can help asset managers offer private-market access in a way that makes sense for clients.
Investors are racing to ride the wave of AI companies, which drove an outsize portion of last year’s market gains.
That may come with concentration risk. The Magnificent Seven accounts for 21% of the Morningstar Developed Markets Index as of April 30, 2026.
Morningstar data can help asset managers get in on AI outperformance without sacrificing diversification.
The advent of public/private funds and AI-focused companies, along with evolving compliance standards, means that risk management doesn’t look the same as it used to.
But while US stock market volatility grabbed headlines in the first quarter, CRSP data shows that the standard deviation of daily returns looks average by historical standards.
Morningstar data can help asset managers fully understand and manage the risks facing their investments.