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Morningstar for asset managers

Investors’ needs and preferences are always evolving. Asset managers partner with Morningstar to evolve with the investors we serve together.

A Crowded Marketplace

Investors are faced with choice overload. Stand out from the crowd with reliable data, analytics, and proprietary ratings.

Total Fund Management

The investment opportunity set is expanding across new delivery mechanisms, like exchange-traded funds, and into new corners of the market, like private equity.

Sustainable Growth

To assess risks, opportunities, and preferences in the dynamic sustainability field, you need an expansive, equally dynamic dataset.

Shifting Regulations

Asset managers must be ready to respond to, comply with, and monitor the ever-shifting regulatory landscape across regions.

The Plus Side to Higher Rates

While 5%-plus interest rates can be intimidating, they also open opportunities. Here's how to leverage higher rates to build robust portfolios and capitalize on potential returns.

Explore Our Products

Empower investor success with reliable data and tools that simplify your day-to-day workflow.
Morningstar Data+Analytics

Direct + Data

Data that powers insights. Leverage the power of Morningstar to build your offering and tell your story.

Morningstar Indexes

Index Solutions

Indexes across all major asset classes and themes draw on unique IP to unlock emerging opportunities, while providing a robust institutional beta platform for core investing.

Morningstar ESG

Sustainalytics

Assess ESG risks and opportunities, align your product with your investors’ preferences, and respond to the changing regulatory environment.

Morningstar Data+Analytics

Morningstar Direct

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.

Morningstar Data+Analytics

Morningstar Licensed Data

Coverage of registered and unregistered managed investments from around the world, global company and share class data, and exclusive analytics.

PitchBook

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

Morningstar Data+Analytics

Publishing System

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.

Morningstar Data+Analytics

Essentials

A licensing package of Morningstar ratings and intellectual property built for asset managers’ marketing, sales distribution, and product teams.

PitchBook Direct Data

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

Morningstar Institutional Equity Research

Explore fundamental valuations, ratings, and analysis on more than 1,500 public companies worldwide within PitchBook.

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