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Morningstar for Asset Managers

Today’s asset managers face rising complexity—from evolving investor expectations to challenges in product development, differentiation, and firm efficiency.

Morningstar delivers data, research, analysis and reporting solutions to help you adapt with confidence.

A Crowded Marketplace

When everything looks the same, credibility sets you apart. As strategies converge and product lineups expand, differentiation is harder than ever. Morningstar’s independent research, trusted data, and proprietary ratings give asset managers the credibility to rise above the noise and earn investor confidence.

Evolution of Active Management

While passive strategies continue to dominate flows, active managers have an opportunity to differentiate through innovation, data-driven insights, and disciplined execution. Staying competitive in today’s dynamic market means reimagining active strategies to deliver clear, lasting value.

Life After Mutual Funds

As investor preferences evolve, asset managers must adopt a vehicle-agnostic approach. ETFs, SMAs, and private markets are reshaping distribution, and data-driven insights help managers deliver strategies where investors are.

Shifting Regulations

The regulatory landscape is shifting, requiring constant prudence. As customer protection and political change take center stage, asset managers must adapt to stay ahead. Discover how to build flexibility into your investment process to navigate, comply with, and anticipate regulatory changes.

Making Sense of Sustainability

Sustainability and ESG are increasingly central to the investment conversation, yet they remain polarizing topics. To stay relevant, asset managers must deepen their understanding of ESG factors and their power to influence investment decisions and drive long-term value.

Explore Our Products

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

Direct + Data

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

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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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