This firm-fixed-price purchase order worth $75,500.00 was awarded by the Securities and Exchange Commission (SEC) to Morningstar Inc., a leading provider of independent investment research. The contract is for access to Morningstar's hedge fund database to support the SEC's oversight and regulatory functions. The award has no set-aside designation and the period of performance runs through April 30, 2020. Morningstar is a for-profit organization that has provided specialized financial data,...
This is a federal contract award from the Securities and Exchange Commission (SEC) to Morningstar Inc., a leading provider of independent investment research and data services. The contract, awarded on a firm-fixed-price basis, has a ceiling value of $85,000.00 and a period of performance ending on October 26, 2020. The contract provides the SEC with access to Morningstar's comprehensive dataset and database subscriptions, including investment holdings, returns, fees, and other data to support...
Morningstar, Inc. was awarded a firm-fixed price purchase order by the Securities and Exchange Commission (SEC) for a $85,700 hedge fund data subscription. The award was made non-competitively on May 1, 2020 pursuant to a special notice posted on April 14, 2020 seeking a single source subscription to Morningstar's Hedge Fund database. The SEC requires comprehensive coverage of hedge funds from multiple data sources to perform ongoing hedge fund industry surveillance in support of its market...
The Securities and Exchange Commission (SEC) has awarded a sole-source, firm-fixed-price contract to Morningstar Inc., a leading financial services firm, for access to various Morningstar data products. The contract, valued at $5,352,800, has a period of performance from July 1, 2022, to June 30, 2027, with no set-aside designation. The contract provides the SEC with access to Morningstar Direct, investment holdings data, historical portfolio information, API research data, and annuity...
The Securities and Exchange Commission (SEC) awarded a firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, for the provision of Morningstar API data. The $2,908,000.00 contract, which has no set-aside designation, will run through June 30, 2022. Morningstar has provided similar subscriptions and data services to other federal agencies such as the Department of the Treasury and Department of Labor to support market oversight, economic...
This is a firm-fixed-price purchase order awarded by the National Office of the U.S. government agency with ID 1600|1621|VPEBSANO-A to Morningstar, Inc., a for-profit organization, for a financial data subscription. The contract has a ceiling value of $880,716.64 and a period of performance through September 25, 2026. Morningstar is an established provider of investment research and data analytics products and services to federal agencies, including the Department of the Treasury, Securities and...
This federal contract award is for a dataset subscription from Morningstar, Inc., a leading provider of independent investment research. The $3,506,432.00 firm-fixed-price purchase order was awarded on May 17, 2021 by the Department of the Treasury with a performance period through May 16, 2026. The contract does not have a set-aside designation. Morningstar, a for-profit organization, has provided specialized data, research, and analytics products and solutions to support economic analysis,...
This federal contract award to Morningstar Inc. provides Morningstar Annuity Intelligence, a suite of financial data and investment research products, to the U.S. Department of the Treasury. The $196,015 firm-fixed-price contract was awarded on a non-competitive basis, as Morningstar's proprietary datasets and subject matter expertise were deemed necessary by the agency. The contract does not have a set-aside designation. As a leading provider of independent investment research, Morningstar...
The Department of Defense Education Activity awarded a firm fixed price purchase order to Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., for an Investment Research Center Database. The $1,381,739.00 contract has a completion date of September 29, 2022 and was originally awarded on September 30, 2019. This contract does not have a set-aside designation. Morningstar, as a leading independent investment research provider, has been awarded similar data and analytics...
The Securities and Exchange Commission (SEC) has awarded a sole-source, firm-fixed-price purchase order to Pitchbook Data Inc., a subsidiary of Morningstar Inc., for a 24-month subscription to private equity data with an option to extend for an additional 12 months. The total potential value of the contract is $518,779.00. The SEC requires this specialized data to support its regulatory mission and analysis of private markets, as Pitchbook's dataset includes unique fields such as founder...