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Ipreo integrates global fund ownership information from Morningstar to bring unique fixed-income & equity offering to market

New York and Chicago – May 18, 2009 – Ipreo, a premier global provider of market intelligence and investor data to investment banks and corporations, has announced an agreement with Morningstar, Inc. , (NASDAQ: MORN) a leading provider of independent investment research, to integrate Morningstar’s global fund ownership data into Ipreo’s Bigdough fund manager profile database. Both investor relations and capital markets professionals will now be able to access comprehensive investor contacts and profiles combined with more timely and complete ownership information aggregated across multiple Morningstar investment databases, including mutual funds, variable annuities, closed-end funds, exchange-traded funds, separate accounts, and collective investment trusts.

Ipreo’s Bigdough database is the leading industry resource for global investment manager contact data and investor profiles, containing more than 80,000 contacts from about 25,000 institutions in approximately 100 countries, across all asset classes: equity and fixed-income, including corporate debt, municipal and sovereign debt, and structured products. With thousands of updates made to the database every month, Ipreo offers the most accurate and up-to-date institutional contacts information on the market.

One of the first benefits to be seen from this agreement will be in the fixed-income arena. Detailed information about fixed-income investors has generally been incomplete and challenging to assemble from multiple sources, but now the combined Ipreo/Morningstar fixed-income content set will provide a more complete and in-depth view of debt holdings as well as investment information and fund ownership.

The combined dataset will be seamlessly integrated and accessible through any of Ipreo’s intuitive prospecting and CRM applications: BD Advanced, BD Vision, and BD Corporate.

“As a recognized market leader, and with data on more than 300,000 investment offerings, Morningstar’s unique information is an ideal complement to our institutional content,” said Bill Sherman, EVP and MD of Global Data Strategy & Analytics at Ipreo. “This arrangement with Morningstar demonstrates our continuing commitment to support our clients’ success in the global markets with more comprehensive and best-of-breed market intelligence, and access to more timely and robust data.”

“Both Morningstar and Ipreo share a meticulous attention to data quality,” said Liz Kirscher, President of Data Services at Morningstar. “The combination of these two robust datasets will provide an unrivalled view into institutional investor ownership and investment activity. We’re pleased to work with Ipreo to integrate our fund ownership data into their offering for the capital markets community, and for Morningstar to expand our reach to a new set of institutional investors.”

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. By combining state-of-the-art new issuance systems with the premier global financial and investor data, Ipreo enables our capital markets clients to execute deals more efficiently, maximizing time and resources. Our applications include end-to-end bookbuilding systems, roadshow & conference management platforms, and electronic document delivery. Additionally, Ipreo’s suite of investor prospecting and CRM solutions offers the most accurate and comprehensive institutional contacts data and profiles in the industry. Ipreo is the only financial services provider to offer solutions across all asset classes for the Equity, Fixed Income, Municipal, and Syndicated Loan markets. Ipreo is a KKR portfolio company with nearly 700 employees supporting clients in every major financial center around the world. For more information, please go to

About Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 19 countries and minority ownership positions in companies based in three other countries.


Press Contacts:

  • For Ipreo
  • Kate McKay
  • Managing Director, Global Marketing & Communications
  • 212.849.5060


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