| Release Date | Product | Module | Type | Update |
|
02-14-24
|
Advisor Workstation
|
Research
|
Product
|
Introducing the enhanced ESG Risk Ratings (coming May 2024)
|
|
02-14-24
|
Advisor Workstation
|
General Updates
|
Product
|
Morningstar Category Changes - Apr. 30, 2024
|
|
02-14-24
|
Advisor Workstation
|
Planning
|
Product
|
Morningstar Investment Proposal Tool US Federal Tax Code Updates - Feb. 22, 2024
|
|
02-14-24
|
Advisor Workstation
|
General Updates
|
Product
|
Morningstar Advisor Workstation to Remove Interactive X-Ray Tool – Feb. 22, 2024
|
|
02-14-24
|
Advisor Workstation
|
Research
|
Product
|
Morningstar to Update Leveraged Loan Indexes – Jan. 31, 2024 and Apr. 30, 2024
|
|
02-14-24
|
Advisor Workstation
|
Research
|
Product
|
New Resources for Leveraging Alternative Investments in Advisor Workstation
|
|
02-14-24
|
Licensed Data
|
Essentials
|
Release Notes
|
Morningstar Essentials - Update to Ranking Data for US Insurance Funds - Dec. 4, 2023, and Mar. 4, 2024
|
|
02-14-24
|
Licensed Data
|
API
|
Release Notes
|
Morningstar Fund API Center Industry Group Breakdown API Correction - Feb. 28, 2024
|
|
02-14-24
|
Licensed Data
|
General Updates
|
Release Notes
|
Morningstar Update to Fixed Income Region Breakdown Calculation - Jan. 16, 2024
|
|
02-14-24
|
Licensed Data
|
General Updates
|
Release Notes
|
Morningstar 2024 Monthly Performance Data Update Schedule
|
|
02-09-24
|
Licensed Data
|
API
|
Release Notes
|
Morningstar Fund API Center Maintenance Site Downtime - Feb. 14, 2024
|
|
02-05-24
|
Licensed Data
|
General Updates
|
Release Notes
|
BMO Small Cap Indices Discontinuation – Feb. 2, 2024
|
|
01-16-24
|
Licensed Data
|
General Updates
|
Release Notes
|
Morningstar to Update Fixed Income Region Breakdown Calculation – Jan. 16, 2024
|
|
01-12-24
|
Licensed Data
|
Data Feeds
|
Release Notes
|
Morningstar On Demand Delivery Method Change for ESG Data - Jan. 31, 2024
|
|
01-12-24
|
Licensed Data
|
API
|
Release Notes
|
Climate Data Supporting TCFD-Aligned Regulations
|
|
01-12-24
|
Licensed Data
|
Data Feeds
|
Release Notes
|
Climate Data Supporting TCFD-Aligned Regulations
|
|
01-12-24
|
Licensed Data
|
API
|
Release Notes
|
Morningstar Fund API Center Carbon Emissions API Updates – Feb. 14, 2024
|
|
01-12-24
|
Licensed Data
|
Data Feeds
|
Release Notes
|
Morningstar Data Services Trigger File Schema Update - Feb. 14, 2024
|
|
01-12-24
|
Licensed Data
|
Essentials
|
Release Notes
|
Morningstar Essentials Maintenance - Jan. 17, 2024
|
|
01-12-24
|
Advisor Workstation
|
General Updates
|
Product
|
New Morningstar Global Multi-Asset Risk Model Methodology – Jan. 31, 2024
|
|