Morningstar Products and Investment Solutions

Unlock leading global data and research through Morningstar Multi-Asset Funds.

The Morningstar Blended Portfolio Range is a professionally managed, multi-asset investment solution and has a clearly defined goal. Our aim is aligned to yours—to grow your wealth sensibly—investing when, and where, it makes sense to do so.

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

Integrate PitchBook’s global capital market data with your existing systems through an API or data feed.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

A licensing package of Morningstar ratings and intellectual property built for asset managers’ marketing, sales distribution, and product teams.

Morningstar Managed Portfolios allows advisers to deliver professional portfolio management and tools to investors that help them achieve their financial goals.

Direct access to Morningstar’s industry-leading research, delivered the way you want it.

Reduce risk and create efficiency with automated delivery of Morningstar DBRS’ global ratings data into your company’s database with real-time, daily, or monthly updates.

Gain timely market insights and assess the credit risk of corporate and sovereign entities, financial institutions, and project and structured finance transactions globally.

Morningstar International Portfolios are a multi-asset solution—accessible only through advisers and trustees—which invest in a range of non-UK situs holdings.