Morningstar

HQ Address

22 West Washington Street, Chicago, IL 60602, United States

Website Address

www.morningstar.com/

Connect with Morningstar
Business introduction

Rise up to a brighter financial future

For 30+ years, we’ve put investors’ interests first

Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of March 31, 2017. The company has operations in 27 countries.

Morningstar Solutions

DBRS Morningstar®

On July 2, 2019, Morningstar, Inc. completed its acquisition of DBRS to expand global asset class coverage and provide investors with an enhanced platform featuring thought leadership, analysis and research. DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the......

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ESG Investing Solutions

A global standard for sustainable investing The Morningstar Sustainability Rating™ for funds allows investors to understand how the companies in their portfolios are managing their environmental, social, and governance – or ESG – risks relative to their peers. This rating is built to enable advisors and investors to directly compare companies......

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Financial Planning Solutions

As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before. Our financial planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals. Flexible ways to grow your business Our tools can integrate into your current......

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Goal Bridge

See it in action Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation. How it works Identify and......

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Manager Selection Services

Extend your reach with our analysts We’re invested in the success of investors. You can depend on our research to support your clients’ investing needs. Extend your research and investment selection potential by adding insights from our global manager selection team. Build on our rigorous approach to manager selection Don’t take on the......

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Market Monitoring

Clients can choose from three deployment options: application, data feeds, and customized API components. Access real-time market insights Gain access to real-time price changes and in-depth coverage on asset classes. Connect to hundreds of data feeds with direct access to stocks, options, and indices. Discover investment ideas Discover buy-and-sell signals you can count on,......

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Morningstar® Advisor Workstation

Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......

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Morningstar® Annuity Intelligence

Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products.  Complex characteristics, clearly explained No need to dig through......

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Morningstar® ByAllAccounts

Deliver insight built on account aggregation We aggregate raw data from over 15,000 sources. Because we are agnostic to formats, we choose the best quality and most complete data from a diverse wealth of sources to provide visibility into clients’ holdings, spending habits, and cash flows. Data curation We standardize aggregated data into......

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Morningstar Commodities and Energy

One secure product for all your data needs The heart of our product is Marketplace, an API-based, centralized, and SOC1-compliant data warehouse. Marketplace uses private feeds to keep your proprietary data discrete from market data, so you can access both in one place without compromising security. Outsourced data management Work with us to......

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Morningstar® Data

The data you need in one place Informed by our research expertise, we categorize our fund, company, and real-time market data on a singular methodology to enable a comprehensively mapped system of securities, collectives, and analytics. This data concordance powers the most unique and multifaceted insights. Equity data Build better portfolios with company-......

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Morningstar Direct

Whether you need to select, create, or market investments, Morningstar DirectTM optimises your process by centralising institutional-strength data, proprietary analytics, and in-depth investment research in one platform. The foundation you need for sophisticated financial analysis. Data Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, model......

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Morningstar® Enterprise Components

Build a lasting business for tomorrow What does it mean to transform? It could be scaling your digital presence globally, or something as core as delivering a better experience for investors. No matter the goal, we know this for sure: Rapid technology innovation calls for thinking bigger than we do today. Tools......

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Morningstar® Essentials

Building investor confidence with integrity We’re evaluating investments from the viewpoint of an investor. You can use our independent metrics to validate important details about your funds—like how your funds stack up to their peers or if we expect them to outperform over a full market cycle. Expanded coverage to move the......

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Morningstar Fiduciary Services

In-depth investment expertise Leave the investment selection to us and spend more time pursuing your business goals. Our investment team conducts a comprehensive quantitative and qualitative analysis of funds, using the extensive fund research and data that you’ve come to trust from Morningstar. Ongoing support for your plan The work doesn’t stop once......

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Morningstar Indexes

Our indexes Intelligent indexing across asset classes, styles and strategies. Equity Offering comparable exposures to other indexes on the market while delivering exceptional value. Alternatives Providing exposure to alternative asset classes including hedge funds and real assets. Fixed Income Transparent, modern bond index solutions for defining the fixed income securities market. Multi Asset Indexes designed to truly reflect how asset allocators build and deploy......

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Morningstar® Office

Get more done with our all-in-one portfolio accounting and practice management software. We support your day-to-day activities with our billing, performance reporting, back office services, rebalancing, and account aggregation tools, powered by our independent data and research. The foundations you need for managing your practice Portfolio accounting and reporting Access your clients’ exposure......

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Morningstar® Plan Advantage

An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......

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Morningstar Reporting Solutions

Reporting support where you need it Our solutions empower global firms to tell their story efficiently through print and digital reports. Create templates that align to your brand’s core value without losing the ability to scale the report creation and distribution processes. Outsource and scale custom report creation Morningstar Publishing System More effectively manage......

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Morningstar Research

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......

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Morningstar® Total Rebalance Expert®

What we offer Our customizable technology will help you find the best trades to increase tax savings, reduce fees, and maintain target allocations. Simplify the portfolio management process and automate the rebalancing aspect of your practice to save time and prevent errors. Access the big picture With our real-time, snapshot view, easily check......

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The Morningstar Risk Ecosystem

By knowing how comfortable a client is with investment ups and downs, advisors can help bring calm and peace of mind when risk is realized. The Morningstar Risk Ecosystem provides a world-class psychological risk tolerance tool that helps simplify processes, stay compliant, and reassure clients. How it works Accurate psychometric risk assessment Accurately......

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