Essentials use cases
An Essentials license gives clients unlimited use and distribution of Morningstar’s ratings, visualizations, and reports. Here are a few ways clients incorporate Essentials.
Market your investment products with Morningstar Essentials
Showcase the strength of your investment products by licensing the Morningstar ratings and visualizations that investors know and trust.
Drive investment with an unlimited use and distribution license of Morningstar’s broadly recognized and valued ratings and visualizations.
Building investor confidence with independent ratings
We evaluate investments from the viewpoint of an investor.
You can use our data and ratings to validate important details about your funds—such as how they stack up to their peers or if we expect them to outperform over a full market cycle.
Expanded coverage to move the industry forward
Investor preferences change over time, and we’re constantly evolving, too, from our new sustainability metrics to the Morningstar Medalist Rating.
Showing the power of a fund beyond its returns
With access to our full lineup of ratings and research, you can promote the strengths of your fund in new ways, point out a manager’s distinct approach to stock-picking, provide context for a rating, and more.
Core Morningstar ratings and visualizations
Used together, ratings and visualizations can focus investor attention on what makes your offerings special. You can pair views of historical success with future predictions of outperformance. Or promote fund strengths in new ways, like pointing out its manager’s approach to stock picking. You’ll highlight your strengths and boost your visibility.