Research and Planning
Discover hidden value with data and research to set clients up for success with meaningful insights.
It all starts with data. Morningstar was founded on the idea that quality investment data should be available to everyone. Our licensed data gives clients independent, comprehensive, and timely data and research they can use to empower investor success.
Morningstar’s quest for quality never stops. Whether it’s timeliness, completeness, accuracy, or consistency, we use independent measurements to make sure we’reproviding the best possible data to every single user.
Discover our data solutions for retail and institutional audiences that span over 800,000 investment offerings across managed investments, equities, indexes, and more.
Data quality is at the forefront of everything, from collection, to processing, to delivery, and we’re committed to getting the data right.
We’re expanding our data coverage to provide a more holistic view, both by enriching our current data and adding new data to the mix.
Stay up to date on global events and stay on top of regulations covering climate reporting, suitability decisions, and more.