Built on a singular framework, the independent, global insights of our research analysts and quantitative models form the gold standard for analyzing investment options. Our commitment to transparency and demonstrated performance fuel the strongest outcomes.

Equity research
Make confident investment decisions powered by our commitment to fundamental research and a consistent methodology across our qualitative and quantitative universes.

Manager research
Empower investors to make the most suitable choices with analyst-driven insights into funds’ sustainable advantages, along with forward-looking perspective into how they might behave in a variety of market environments, across all asset classes.

Institutional equity research
Research on companies, deals, funds, investors, and service providers across the entire public and private investment lifecycle. Powered by PitchBook.

Morningstar® Essentials™
A toolkit for marketers to enhance their programs with industry-standard statistics and ratings recognized by investors and advisors around the world.

Manager selection services
A list of managers and investments selected by our award-winning global manager selection team to drive better outcomes and help address compliance risk.