| Morningstar® Licensed Data The leading source for global investment data. | |
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| | | | Applications | | The applications for Morningstar® Licensed Data range from product management and compliance to sales, marketing, and redistribution in software and media. No matter what the need, Morningstar data can be easily integrated throughout an organization to enhance communication and consistency. A dedicated Morningstar team works with each client to help ensure seamless integrations and superior ongoing service. | |
What you can do: | | | | Apply data to strategic management | | | | | |
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| | Use Morningstar data to analyze firm-level performance. Align results with business objectives by using the data for fund manager benchmarking, performance analysis, board reporting, investment monitoring, and investor relations. | | | | Integrate data in software | | | | | |
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| | Add Morningstar data that investors and advisors know and trust to software to encourage use. | | | | Reference data in asset management | | | | | |
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| | Integrate Morningstar data into proprietary systems to benchmark performance, enhance reporting, perform competitive analysis, and analyze investments for portfolio development. | | | | Enhance newspapers and magazines | | | | | |
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| | Populate investment tables with performance data and create investment “snapshots” with images and other information. | | | | Streamline compliance activities | | | | | |
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| | Simplify prospectus delivery and populate compliance systems with Morningstar’s extensive prospectus data. | | | | | Incorporate Morningstar data into sales presentations, advisor tools, and front- and back-office systems. | | | | | Provide investment information, power investing tools, and populate online fact sheets on investor and advisor websites. | | | | Create and manage products | | | | | |
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| | Conduct research, provide and perform due diligence, assess competitors, and generate statements and fact sheets. | | | | | Enhance websites, brochures, advertising campaigns, newsletters, and other marketing communications with Morningstar data. | | | | |
| | | Take Action | | | | | | | | Proof | | | | | | | Learn More | | | | |
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