Morningstar Equity Data Upgrade Information

This document is a guide detailing the upgrade of Morningstar's equity data services for Global Equity Data Feeds clients. The objective of the upgrade is to provide clients with access to a larger and enhanced dataset, as well as to modernize data delivery services to meet evolving business requirements. The upgrade includes benefits such as improved data quality, flexible delivery options, and consistency across Morningstar products. Clients must transition from the current Global Equity Data Feeds to the new service by the end of September 2026 to maintain access to equity data. The document outlines the transition timeline, which begins on April 7, 2025, and details the upgraded dataset's features, including enhanced income statement data points and improved usability. It also provides guidance on how clients should prepare for the transition, including identifying current data usage and mapping existing data points to the new dataset. Supporting resources and FAQs are included to assist clients during this process.