A number of Morningstar investment databases are now available on PerTrac Financial Solutions’ flagship analytical platform.
The newly available Morningstar data offer information on both traditional and alternative investments. The databases include: variable annuity, variable annuity sub-accounts, separately managed accounts, hedge funds, international data (Canada, European Union, Offshore, Hong Kong, Australia) and daily mutual funds.
The hedge fund and separate account databases include information previously contained in the Morningstar databases, combined with InvestorForce databases that Morningstar acquired last year. These new databases join a U.S. mutual fund database already available in PerTrac format.
“We pride ourselves on offering a software platform that works with many different data products across a variety of investment categories,” says Gerry Mintz, PerTrac Financial Solutions’ president and CEO. “Morningstar is one of the most recognized names in investment information, from mutual funds to stocks to hedge funds. It is particularly timely for us to expand our available data sets with Morningstar as more ‘hybrid’ investors such as endowments, foundations and pensions, seeking diversification, look to the PerTrac Analytical Platform as a ‘one-stop’ performance analysis solution.”