Morningstar
Backstop Solutions Raises $20 Million
The investment will help accelerate software upgrade projects and potentially fund new acquisitions.
India’s Data Takeaway Leaves Index Derivatives in a Pickle
Investors with exposure to India via index futures are reeling from a decision by the country’s exchanges to end data licensing agreements that allow overseas markets to create derivatives based on its indexes. Wei-Shen Wong investigates whether the move…
Morningstar Chronicles AI Quest to Replicate Analyst Ratings
With the fund industry growing at exponential rates, Morningstar turned to disruptive technologies to keep pace and ensure it could deliver sufficient coverage without compromising the processes used by its human analysts. Max Bowie chronicles the five…
Morningstar Promotes Holt, Collins
Holt will be responsible for setting and implementing strategy, Morningstar-wide, while Collins will be responsible for strategy relating to its global equity research.
Way Fund Managers Taps OTCFin-Morningstar Combo for Priips Compliance
The UK-based fund manager selected the OTCFin-Morningstar joint service following a "rigorous" selection process and proof-of-concept, officials say.
PitchBook Goes Public with Morningstar Data
PitchBook has integrated more than 50,000 public datasets from its parent company Morningstar.
BMLL Hires Activ's Collins to Lead Sales Push
Former Activ Financial sales head joins BMLL Technologies.
Euronext, Morningstar launch European Blue-Chip Indexes
Partnership aimed at delivering series of derivatives products based on Morningstar benchmarks bears fruit
Morningstar Takes Stake in Fund Rating Partner Sustainalytics
The ownership stake will support the continued joint development of sustainable investment products and related tools.
YCharts Integrates Morningstar Custodian Data for ‘Portfolio Sync’
Portfoilio Sync allows wealth manager clients to automate the uploading of client portfolio holdings data, enabling them to analyze specific client account information within YCharts' platform.
Euronext, Morningstar Partner on European Indexes
The collaboration will produce new European indexes for blue-chip companies, giving investors access to relevant benchmarks and related market data at a lower cost.
Linedata and Morningstar Extend Partnership for Fixed-Income and Credit Derivatives Support
The partnership aims to provide, among others, expanded analytics for alternative funds and separately managed accounts (SMAs).
Xignite Adds Morningstar Global Funds Data
The new global fund dataset expands an existing deal for Morningstar's US funds content.
Fincad Adds Fintech Execs Brittan, Fite to Board
The fintech veterans will lend their experience to contribute to Fincad's growth.
Morningstar Names Rothschild, Dunn Product, Revenue Heads
The pair will join the vendor's executive management team.
Indexes’ Long Walk to Freedom
Can Morningstar's decision to make more than 100 benchmarks available free of charge shake up the index licensing business?
Vela Taps Cassin, Cadman for Product Strategy
The long-standing data execs will help the vendor work more closely with clients and develop future strategies.
Morningstar Makes Indexes Free for Benchmarking
Members of the project's advisory council say indexes are a top-five data cost, yet factors such as switching costs and brand recognition deter them from changing suppliers.
Morningstar Hires Chief Data Officer
Newly created CDO role expands Morningstar's senior data staff with former Rocaton, IBM exec Rhodes.
Morningstar Names Chief Data, Technology Officers
New appointees bring a wealth of experience in financial modeling and analytics.
Morningstar Preps Automated License Transparency
The vendor has made changes to its Morningstar Direct platform to help clients ensure they are compliant with data license policies.
Morningstar to Buy Private Equity, M&A Data Vendor PitchBook
Morningstar will add its own research capabilities to PitchBook's data and tools, enabling it to target a new audience among private equity investors.
Startup Xinfinit Unveils Data-Agnostic ‘Container’ for Custom Desktop Apps
The platform will allow users to create custom displays using third-party or proprietary tools and content.
Web Financial Readies Expansion, US Ops
The vendor has reached a critical mass in Europe, and is now looking to grow its business overseas in response to client needs, officials say.