Exhibitor

(SizeLimitingPyMap: {booth=4J25, company_name=MORNINGSTAR RESEARCH PTE LTD, content=Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $294 billion in AUMA as of March 31, 2024. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X (formerly known as Twitter) @MorningstarInc., country=Singapore, exhibition_category=Exhibitor, hs_createdate=1730463058559, hs_lastmodifieddate=1731569156879, hs_object_id=19213137554, hs_object_source=INTEGRATION, hs_object_source_detail_1=OEM Integration, hs_object_source_id=1940923, hs_object_source_label=INTEGRATION, hs_pipeline=102713672, hs_pipeline_stage=186575225, hs_updated_by_user_id=68932678, hs_was_imported=true, id=19213137554, individual_page_type=[Exhibitor], linkedin=https://www.linkedin.com/company/morningstar, logo_image_url=https://24345494.fs1.hubspotusercontent-na1.net/hubfs/24345494/SFF%202023/Sponsor-Exhibitor/logotype-mstar-red-rm-2_sff2024-07-31-06-25-07-Nov-01-2024-12-10-59-2135-PM.png, product_and_service=[AI & Machine Learning, Banking Technology, Finance Research & Analytics, Financial Infrastructure, Sustainable Finance, Trading & Investments, Venture Capital, Private Equity or Other Investor], product_and_service_v2=[AI_Machine_Learning, Banking_Technology, Finance_Research_Analytics, Financial_Infrastructure, Sustainable_Finance, Trading_Investments, Venture_Capital_Private_Equity_or_Other_Investor], product_and_services_oem_data=AI & Machine Learning; Banking Technology; Finance Research & Analytics; Financial Infrastructure; Sustainable Finance; Trading & Investments; Venture Capital, Private Equity or Other Investor, product_name_1=Morningstar Intelligence Engine, product_name_2=Morningstar Direct, product_name_3=Morningstar Direct Compass, product_name_4=Morningstar Direct Web Services, product_name_5=PitchBook, product_shortcut_1=The Intelligence Engine is an API-based AI platform that helps asset managers, wealth managers, and other financial-services firms conduct investment research faster than ever. It can process natural-language queries, read and understand hundreds of thousands of reports written by Morningstar’s analysts, gather investment information from Morningstar’s comprehensive databases, and then generate actionable, verifiable insights. Clients receive the answers they are seeking in seconds, while getting time back to invest in higher-value activities. Clients can also layer in their own research, editorial, or support content to curate the platform’s responses., product_shortcut_2=Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies. Research and Analysis: Quality data doesn’t just ground effective analysis; it builds trust. Show your clients how your recommendations align with their goals with our global dataset that’s one of the broadest in the industry. Product Creation: Construct and analyze investment strategies before they hit the market, then iterate on them to continue to drive high performance. Portfolio Management: Curate a library of model portfolios, custom benchmarks, and accounts with our creation, analysis, and management tools, then connect that library to modules across Direct for deeper insights. Investment Reporting: Streamline the creation and distribution of collateral to client-facing groups and keep the whole team connected with custom templates approved by your compliance team., product_shortcut_3=Research Investments and Monitor the Markets With Direct Compass. Clients rely on your expertise to navigate the markets, and our investment research tool can be your guide. Harness independent thought leadership with extensive equity and manager research, and keep tabs on the market with convenient components like watchlists and screeners. Get access to Morningstar’s independent data, rating, research, and analysis on over 50,000 global companies, 150,000 mutual fund and ETF share classes, and much more., product_shortcut_4=Direct Web Services is Morningstar’s suite of portfolio analytics and investment research APIs. Use Direct Web Services APIs to build engaging world-class websites and digital experiences that your clients will remember. Integrate Morningstar’s data and research into your web applications to keep your clients engaged. Our Investment Research APIs give you access to over 2,000 data points on over 300,000 investments. You can configure them to search, sort, compare, and analyze investments that meet your users’ criteria. Our Portfolio Analysis APIs help investors understand what’s in their portfolios with side-by-side comparisons and benchmarks—you can analyze portfolios by risk, performance, exposure by asset class and sector, and much more., product_shortcut_5=PitchBook is a financial data and software company that provides transparency into the capital markets to help professionals discover and execute opportunities with confidence and efficiency. We collect and analyse detailed data on the entire venture capital, private equity, M&A, emerging technology, leveraged finance and credit landscape—including public and private companies, investors, funds, investments, exits and people. Our data and analysis are available through our suite of products (the PitchBook Platform), industry news and in-depth reports., record_type=[Exhibitor], sff_path=morningstar, sff_sponsor_and_exhibitor_name=MORNINGSTAR RESEARCH PTE LTD, sort_type=M, status=Active, twitter=https://x.com/MorningstarInc, unique_reference_number=EX10178, website=https://www.morningstar.com/, zone=NA}) Morningstar Intelligence Engine The Intelligence Engine is an API-based AI platform that helps asset managers, wealth managers, and other financial-services firms conduct investment research faster than ever. It can process natural-language queries, read and understand hundreds of thousands of reports written by Morningstar’s analysts, gather investment information from Morningstar’s comprehensive databases, and then generate actionable, verifiable insights. Clients receive the answers they are seeking in seconds, while getting time back to invest in higher-value activities. Clients can also layer in their own research, editorial, or support content to curate the platform’s responses. Morningstar Direct Morningstar Direct is a comprehensive platform that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies. Research and Analysis: Quality data doesn’t just ground effective analysis; it builds trust. Show your clients how your recommendations align with their goals with our global dataset that’s one of the broadest in the industry. Product Creation: Construct and analyze investment strategies before they hit the market, then iterate on them to continue to drive high performance. Portfolio Management: Curate a library of model portfolios, custom benchmarks, and accounts with our creation, analysis, and management tools, then connect that library to modules across Direct for deeper insights. Investment Reporting: Streamline the creation and distribution of collateral to client-facing groups and keep the whole team connected with custom templates approved by your compliance team. Morningstar Direct Compass Research Investments and Monitor the Markets With Direct Compass. Clients rely on your expertise to navigate the markets, and our investment research tool can be your guide. Harness independent thought leadership with extensive equity and manager research, and keep tabs on the market with convenient components like watchlists and screeners. Get access to Morningstar’s independent data, rating, research, and analysis on over 50,000 global companies, 150,000 mutual fund and ETF share classes, and much more.