Every decision you make should be guided by our most valuable resource – data. Our data blends local-market expertise with worldwide coverage, so you can stay up to date on the latest global developments and evolving local regulations.
Data. It’s built into the DNA of Morningstar. It’s our foundation. As portfolios evolve, our datasets evolve to deliver more meaningful insights. From the portfolio and fund level through to underlying securities, from fixed-income funds and ETFs to private market and ESG data. Enriched by cutting-edge investment research and proprietary analytics, our expansive data empowers informed decision-making.
Learn how Morningstar data powers investment workflows.
Discover how Fay Khan, Senior Discretionary Fund Management Specialist at Alexforbes, uses comprehensive datasets when navigating financial regulations, developing new investment solutions, and creating easy-to-read reports.
As Managing Director of ESG Solutions at Morningstar Sustainalytics, Catalina Secreteanu works to ensure Morningstar’s suite of ESG solutions is suitable for the market, from helping investors meet their regulatory requirements to enabling them to view their portfolios and fund holdings through an ESG lens.
Interest in ESG data and funds have skyrocketed in recent years. As ESG data has evolved, so too have regulations and client demands. But there’s still a long way to go, from discrepancies in reported data and methodologies through to data quality. That’s why Catalina Secreteanu is tackling these issues head-on to deliver solutions that meet the needs of clients and regulators.
Dive deep into the data. From developing a holistic overview of an investment fund to conducting portfolio analysis, get inspired by our first-class research and analytics.
From fund selection and equity research to new financial regulations, get our world-leading research delivered straight to your inbox.
A number of countries and firms have set 2050 as the goal for net-zero emissions. While it may seem a long-time off, investors are feeling the effects of climate change today. As financial regulations and recommendations come into force, asset and wealth managers need to prepare for mandatory reporting standards and learn how to consider and communicate climate risks and opportunities.
Climate change is perhaps the biggest threat to our way of life. Its impact can be felt everywhere, from changing climates and decreasing biodiversity, through to portfolios and investment funds. Develop a better understanding of the global climate-focused fund landscape, see why they’re so resilient, and learn how you can play your part in mitigating the effects of climate change through investing.
The European Securities and Markets Authority (ESMA) have released its final guidelines on the naming of funds that use ESG or sustainability-related terms. The aim? To protect investors from the risks of greenwashing and establish minimum standards for funds marketed in the EU that include specific ESG terms in their names. Access our insights to learn about the sectors most affected by potential divestments so you can make informed decisions.
A new financial regulation has taken effect in the UK. The arrival of the Sustainability Disclosure Requirements introduces an investment labels regime for investment products. The policy’s goal is to improve trust in, and transparency of, sustainable investment products. Get our insights from analysis based on conversations with asset managers, and our data and knowledge of the UK fund market.
As your investment goals and objectives grow, you need data that grows with you. Our extensive data capabilities are fit for the future of investing. Whether it’s investment research, state-of-the-art portfolio analysis tools, or sophisticated reporting solutions, our comprehensive platform offers a full-service experience so investors can make data-driven decisions.
Our North Star is empowering investor success. Through our most valuable asset– data – we equip investors with the resources and investment research they need. Our continuously evolving datasets are enriched with first-class research and analytics to surface powerful insights that bring a global outlook to local markets to help investors adapt and succeed.
Boasting comprehensive market coverage, the depth and breadth of our data enables financial market participants to maintain their competitive advantage in an evolving landscape. From ETFs and indexes to underlying fund holdings and financial regulations, our datasets are continuously expanding to meet the needs of the market and investors.
Our world-leading analysts leverage the power of Morningstar's deep data to create investment research that makes a difference. By enriching our data with proprietary metrics and analytics, from the Morningstar Medalist Rating to Portfolio Risk Score, we craft a clear and compelling narrative that empowers investors to make informed investment decisions.
