Wednesday, October 4, 2023

Morningstar Investor Collaborates Individual Investors’ Portfolio Management to Morningstar Research

By ET Bureau - June 18, 2022 3 Mins Read

Morningstar Investor Collaborates Individual Investors' Portfolio Management to Morningstar Research-01

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of Morningstar InvestorSM, an enhanced investment research experience for all individual investors, which will replace Morningstar Premium. Recognizing the complexities that many individuals and families have with their investment portfolios, the platform delivers a more powerful connection between an individual’s portfolio and Morningstar’s leading data, research, and ratings. Morningstar Investor makes it easier for investors to understand what they own, monitor the market, and personalize their investment strategies.

“Morningstar Investor is designed to empower investors: We have built new tools that speak to the demand for increased personalization in investment choices and in how investors want to digest information during the research and learning process. All this while retaining many of the great features our users love, such as Morningstar Portfolio X-Ray and investment lists based on Morningstar ratings,” said Adley Bowden, head of individual investor, Wealth Management Solutions, Morningstar. “Both experienced investors and those who are just getting started will enjoy a seamless and incredibly useful tool in Morningstar Investor.”

The exclusive research and ratings available through Morningstar Investor can be assessed across a comprehensive universe of more than 21,000 stocks, 7,000 mutual funds, and 3,000 ETFs. The screening capabilities to find and evaluate investment ideas are nimble and intuitive with multiple configurable views. Investors can also use pre-filtered investment lists to learn about new investment ideas or strategies.

The foundation of an individual’s investment strategy is their portfolio. Individual investors will now be able to invest holistically by getting a complete view of their retirement, college, personal, and other financial accounts all in one place. Morningstar Investor allows individuals to use institutional-grade account linking capability, powered by Morningstar ByAllAccounts aggregation services, to have timely information about their portfolio, without the work of manual tracking.

Also Read: Ways to Minimize the Talent Gap in AI and Analytics

The platform also includes Morningstar Portfolio X-Ray, which evaluates what an investor holds from multiple angles: asset allocation, sector weightings, fees and expenses, stock statistics, and other characteristics. It also identifies potential overlap within a portfolio that could impact how it is diversified. To help individuals manage their portfolios, Morningstar Investor automatically delivers price updates, new research, changes in ratings, and recent articles based on portfolio holdings, watchlists, and favorited authors.

For current Morningstar Premium users, the experience will move to Morningstar Investor and the Morningstar Premium product will sunset in late 2022. New users will not be able to subscribe to Morningstar Premium. A Morningstar Investor subscription is $249 per year.

Check Out The New Enterprisetalk Podcast. For more such updates follow us on Google News Enterprisetalk News.


ET Bureau

The platform covers e entire enterprise technology space- including emerging technologies like RPA, AI, cloud, automation, and the entire gamut of digital transformation tools, strategies and management decisions.

Subscribe To Newsletter

*By clicking on the Submit button, you are agreeing with the Privacy Policy with Enterprise Talks.*