Today, we're celebrating 40 years of investors first! From our humble beginnings in 1984 to becoming a beacon of independence, transparency, and long-term focus, our journey has been nothing short of extraordinary. To all who've been a part of this incredible Morningstar story since 1984, we say thank you!
About us
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and 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, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $286 billion in assets under advisement and management as of Dec. 31, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.
- Website
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http://www.morningstar.com/company/
External link for Morningstar
- Industry
- Financial Services
- Company size
- 10,001 employees
- Headquarters
- Chicago, IL
- Type
- Public Company
- Specialties
- Investment research
Locations
Employees at Morningstar
Updates
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Join Dave Sekera and Preston Caldwell for our quarterly US market outlook as they review undervalued opportunities amidst a fully-valued market. Register today: http://spr.ly/6043UDMLF
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The #MorningstarIndexes team had a great time attending the LSTA Annual Conference as a Platinum Sponsor in NYC last week! It was a great day filled with attending keynote sessions and connecting with industry peers. Thank you to the LSTA team for putting on such a wonderful event! #leveragedloans #credit #loans
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#MorningstarRetirement is celebrating #RetirementMonth2024 with our amazing team. Stay tuned for more about what retirement means to many of our colleagues. To kick it off, see what Jack VanDerhei, director of the Center for Retirement & Policy Studies, has to say about what retirement means to him. Important disclosures: https://lnkd.in/dhyWf3JE
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Health savings account (HSA) assets rose to a total of staggering $123 billion through 2023 from previous $5 billion in 2006. As an integral part of client financial planning, HSAs provide tax advantages and improved investment opportunities. Find the best options for your client here: http://spr.ly/6049osSaJ
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Webinar: How ASEAN Equity Managers Have Navigated and Evolving Investment Landscape 👉 http://spr.ly/6048U69rO With the increasing prevalence of digitalization and disruptive technologies, emerging industries are disrupting the ASEAN region’s historically dominant sectors like banking and telecoms while creating a more diverse investment environment. Many active ASEAN equity fund managers have remained cautious so far, but should they? Join Hunter Beaudoin, Morningstar's Manager Research Analyst, as he presents the findings from the paper and hear from him in a fireside chat with Mary Leung, CFA and Pauline Ng at the upcoming CFA Institute webinar!
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Our analysts offer a differentiated take on the obesity market, estimating it will be worth $200 billion by 2031. Find out why—and which companies are expected to enter the market: http://spr.ly/6044UDMp4
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What do investors value in a financial advisor? http://spr.ly/6049UDzZ1 In their latest research, behavioral researchers Samantha Lamas and Danielle Labotka explore why motivations may go beyond finances.
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What can data from nearly 50 firms ranging from small boutiques to the leading fund families tell you about your current strategy? http://spr.ly/6043osS7V Access our latest benchmarking data to evaluate your own process in navigating active equity funds.
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We're thrilled to announce that #AdvisorWorkstation has been recognized in the G2 Fall 2024 Reports with some incredible achievements across the Invesment Portfolio Management Category! 🏆 🏅 Leader: rated highly in by G2 with substantial Satisfaction & Market Presence scores 🏅 Momentum Leader: Ranked in the top 25% of the investment portfolio management category products by users 🏅 Easiest to Do Business With These badges reflect our commitment to delivering exceptional value, ease of use, and outstanding customer experiences. Thank you to our amazing customers for your trust and support—this wouldn't be possible without you! 🙌 Looking forward to continuing our journey and driving even more success together. 🚀 #G2Fall2024 #FinancialAdvisor #CustomerSuccess
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MORN
NASDAQ
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$316.50
-2.62 (-0.821%)
- Open
- 320.48
- Low
- 314.32
- High
- 325
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