Partnership aimed at delivering series of derivatives products based on Morningstar benchmarks bears fruit
The ownership stake will support the continued joint development of sustainable investment products and related tools.
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.
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.
The partnership aims to provide, among others, expanded analytics for alternative funds and separately managed accounts (SMAs).
The new global fund dataset expands an existing deal for Morningstar's US funds content.
The fintech veterans will lend their experience to contribute to Fincad's growth.
The pair will join the vendor's executive management team.
Can Morningstar's decision to make more than 100 benchmarks available free of charge shake up the index licensing business?
The long-standing data execs will help the vendor work more closely with clients and develop future strategies.
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.
Newly created CDO role expands Morningstar's senior data staff with former Rocaton, IBM exec Rhodes.
New appointees bring a wealth of experience in financial modeling and analytics.
The vendor has made changes to its Morningstar Direct platform to help clients ensure they are compliant with data license policies.
Morningstar will add its own research capabilities to PitchBook's data and tools, enabling it to target a new audience among private equity investors.
The platform will allow users to create custom displays using third-party or proprietary tools and content.
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.
The move will allow investors to more easily compare ETFs and open-end funds, Morningstar officials say.
Mansueto, who founded Morningstar in 1984, plans to adopt a more flexible schedule that will allow him to focus more on strategy, technology and investments.
The not-for-profit index provider faces a choice of how to make its indexes more valuable for users.
Tanner will focus on fostering a culture of innovation at the vendor
Founder Al Roitfarb and CEO Todd Roitfarb will both take on roles in Morningstar's fixed income business, following its acquisition of their company, InvestSoft.
The acquisition was driven by customer demand for "more robust" fixed income analytics capabilities, Morningstar officials say.
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