BIASafe AI is pleased to announce that we have signed a 4-year data licensing agreement with Morningstar Indexes*, reinforcing the institutional-grade data foundation that powers our platform for systematic investing. Incorporating Morningstar Indexes data into our platform strengthens our ability to deliver consistent, high-integrity market and index data across global equity universes, with the depth and continuity required for professional research, portfolio construction, and ongoing portfolio monitoring.
In practice, it means our users can rely on a more robust “source of truth” across the full investment workflow, from historical simulation and validation to day-to-day operations, with cleaner event handling and fewer manual data breaks. As we continue building BIASafe as an end-to-end operating system for systematic asset management, access to trusted institutional data is a core requirement, and this agreement represents a meaningful step forward in that direction.
Closing the Research-to-Reality Gap With Morningstar Indexes
Systematic investing lives or dies on data integrity. When datasets are inconsistent, corporate actions are incomplete, or historical series are not truly point-in-time, even strong research becomes fragile. Over time, this creates operational friction, slows iteration, and increases the risk that what looks robust in research fails to translate into real-world portfolio operations.
Our focus is to remove that friction by making data reliability a built-in layer, not an ongoing problem to solve. The addition of Morningstar Indexes data strengthens the backbone behind our research and portfolio management workflows so that institutional teams can evaluate strategies on cleaner foundations and spend more time on investment decisions rather than data maintenance.
With stronger data infrastructure, BIASafe can support more rigorous simulation workflows, cleaner portfolio monitoring, and systematic portfolio construction anchored in investable universes. Practically, this improves continuity between research outputs and day-to-day operations, reduces manual intervention, and helps teams scale repeatable processes across mandates.
Institutional Data Infrastructure for Systematic Rigor
This collaboration enhances our ability to support global equity workflows at institutional scale. Recently enhanced by the addition of Morningstar Indexes data, our data infrastructure is built to cover over 97% of the global investable equity universe by market capitalization across large, mid, and small caps, with 25,000+ unique constituents including active, delisted, merged, and acquired securities. Coverage spans 50+ countries across developed and emerging markets, supported by roughly 30 years of point-in-time history, over a million corporate actions, and 99% ESG ratings coverage, helping systematic teams maintain continuity across long-horizon research and day-to-day portfolio operations.
What Comes Next: Platform Growth and Market Adoption
BIASafe is designed for portfolio managers, CIOs, and systematic teams who require disciplined workflows and operational reliability. Our goal is to provide an institutional-grade platform that helps teams design, test, and operate systematic strategies with higher confidence, greater repeatability, and lower operational burden.
We’re excited to keep expanding the institutional capabilities of the BIASafe platform and to explore collaboration formats that support education around modern index-to-portfolio workflows. Over time, this may include co-hosted webinars and co-authored educational content, aligned with the relevant approval processes. If you’re an institutional team exploring systematic portfolio workflows, direct indexing, or operational automation, we’d love to connect.
About Morningstar Indexes
Morningstar Indexes was built to keep up with the evolving needs of investors — and to be a leading-edge advocate for them. Our rich heritage as a transparent, investor-focused leader in data and research uniquely equips us to support individuals, institutions, wealth managers and advisors in navigating investment opportunities across major asset classes, styles and strategies. In February 2026, the acquisition of CRSP brought the CRSP Market Indexes — benchmarks for over $3 trillion in US equities — into the Morningstar Indexes family. Additionally, CRSP’s Research Data Products, renowned for their academic rigor, historical depth and accuracy, will further enhance Morningstar’s equity research and data capabilities. This integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions.
Please visit indexes.morningstar.com for more information.
About BIASafe AI
BIASafe is the end-to-end operating system for systematic investing. We provide asset managers and family offices with a pre-built, institutional-grade platform that allows lean investment teams to build and launch production-ready systematic mandates in minutes rather than months, without the quant infrastructure overhead. By eliminating the need to recruit an engineering team or maintain internal data pipelines, we enable firms to refocus their resources on proprietary research, client relationships, and AUM growth.
*Disclosure: Morningstar and related trademarks are the property of Morningstar and its affiliates. BIASafe uses certain Morningstar data under a licensing arrangement. Morningstar does not sponsor, endorse, or promote BIASafe or its products or services. Additional required attributions and disclaimers apply where Morningstar data or IP is referenced.
To learn more about BIASafe or request early access for upcoming institutional products, please visit www.biasafe.ai or contact us at info@biasafe.ai.
