Luma’s Structured Notes Analytics Added To Morningstar Advisor Workstation

Subscribers to Morningstar Advisor Workstations are about to get a lot more bang for their buck. In the company’s first-ever structured products collaboration, Morningstar has partnered with structured notes platform Luma Financial Technologies to deliver structured notes data and data analytics to Workstation’s hundreds of thousands of clients around the world.

“As structured products continue to grow in popularity, we hope to shed light on a fast-growing, useful and tactical asset class that can play a key role within investor portfolios,” Morningstar Head of Strategic Partnerships Kevin Reed said in an announcement about the partnership.

According to data collected by Luma, the value of this particular asset class is immense: nearly $100 trillion worth of structured notes were issued last year in the United States. With this partnership, Morningstar Workstation clients will soon have the enhanced transparency and information that comes from these notes and the ability to access Luma structured notes data through a single sign-on procedure.

Having this data available through Workstation should “illustrate important trade-offs and empower investors to make better informed financial decisions,” Reed said. No additional charge is expected to arise for Workstation users with this new partnership.