Data supply requirements
In order to be covered by Morningstar, there are number of different data sets required. Once a fund is activated, it will begin to flow through the entire Morningstar ecosystem and to maintain coverage over time, certain data sets are required at specific intervals to build out robust calculations, categorisations, and rankings. Below is an example of a new dataset we've launched recently as part of our Australian Superannuation initiative.
Fund Activation
Ongoing Data
Questions?
For any data-related queries, please email Matthew Maenke, Lead Data Consultant for Australia and New Zealand.
New Dataset
Fees & Features
Super, Pension and Investment Platforms
Every working Australian has a superannuation account, and many are increasingly seeking financial advice. These advisers are obligated to compare different fund and/or platform options and prove why a recommendation is in the client’s best interest.
Morningstar’s Fees and Features Data for Superannuation, Pension and Investment Platforms helps reduce risk through automation of governance processes, fosters transparency to protect the best interest of the end investor and enables peer analysis and benchmarking.
Download our one-page explainer document below to learn more about how you can access the data.
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