In order for a super fund to be covered by Morningstar, there are number of different data sets required.
Once a super fund is activated, it will begin to flow through the entire Morningstar ecosystem. To maintain coverage over time, certain data sets are required at specific intervals to build out robust calculations, categorisations and rankings.
Activation is the process of setting up a new fund in Morningstar backend databases. In order to be activated, there are number of different data sets required. Once a fund is activated, it will begin to flow through the entire Morningstar ecosystem. This guide outlines the general process for activating funds in both Australia and New Zealand as well as links to download all the relevant files.
Once a fund is activated, certain data sets are required periodically moving forward to build out robust calculations, categorisations, and rankings. This guide outlines the general process for providing ongoing data in both Australia and New Zealand as well as links to download all the relevant files.
Every working Australian has a superannuation account, and many are increasingly seeking financial advice. These advisers are obligated to compare different fund and/or platform options and prove why a recommendation is in the client’s best interest.
Morningstar’s Fees and Features Data for Superannuation, Pension and Investment Platforms helps reduce risk through automation of governance processes, fosters transparency to protect the best interest of the end investor and enables peer analysis and benchmarking.
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