CHICAGO Feb. 14, 2011 Interactive Data Corporation the United States Morningstar Office
Morningstar will now feature reports and research on more than 1.3 million individual bonds, including corporate, government and municipal issues. It represents the first time an advisor software platform has offered comprehensive bond data alongside underlying holdings-based analytics for multi-security portfolios.
Melinda Sgariglia Morningstar Office
Advisors will be able to use Morningstar’s investment database to search, screen, and sort bond information and create Investment Detail Reports™ on individual bonds, which will contain up to 10 years of performance history so that advisors can evaluate how the bond issue has weathered a variety of market conditions. Advisors can also use the report’s bond issue details and risk exposure to evaluate the bond’s role within a portfolio and compare against other bond issues.
Morningstar Advisor Workstation provides financial advisors with investment planning, client presentation, portfolio analysis, and investment research tools. It is licensed to and through institutions such as broker/dealers, custodians, and clearing firms as a web-based modular platform designed to work with a firm’s other back-office systems and applications. The bond universe will be initially available through the Clients & Portfolios and Research modules, with availability in the Hypotheticals and Planning modules later in 2011.
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