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
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Updates
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Morningstar reposted this
Last week, Morningstar Sustainalytics attended the United Nations Summit of the Future. The outcome of the summit was the Pact for the Future, a “declaration pledging concrete action towards a safer, more peaceful, sustainable and inclusive world for tomorrow’s generation,” which included, among other commitments, a pledge to build stronger partnerships with civil society, the private sector, local and regional authorities and more. As the only private sector company invited to address the summit on opening day, we were able to express how investors can be a reliable partner in the implementation of the pact. 💻Click the link to watch Matthew Gray (马飞) remarks on behalf of Morningstar Sustainalytics: https://bit.ly/47Op3h2 #SDGs #summitofthefuture #sustainablefinance #ESG
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Morningstar Direct is leading the charge 🚀 Morningstar Direct has been recognized as a leader in the G2 Fall 2024 Reports, excelling in categories like Investment Portfolio Management and Financial Research. Here's where we stand: 🏅 Leader in Investment Portfolio Management and Financial Research 🏅 Momentum Leader in Investment Portfolio Management 🏅 Leader - Small Business in Portfolio Management and Financial Research 🏅 Leader - Mid-Market in Financial Research 🏅 Leader - Enterprise in Financial Research 🏅 Leader - EMEA in Financial Research #G2Fall2024 #Leader #CustomerSuccess #InvestmentManagement #FinancialResearch
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🎧 The latest episode of Big Picture in Practice podcast explores how Unified Managed Accounts (UMAs) are reshaping wealth management. Katie Hendrix and Bryce Skaff, CFA from Dimensional Fund Advisors share insights on how UMAs provide tax-efficient, personalized portfolios while maintaining cost efficiency. If you're advising clients on tax-aware strategies or looking for ways to personalize portfolios, this conversation is a must-listen. Check it out here: http://spr.ly/6048UJD1y
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In the new Voice of the Asset Owner survey results, we found that more than two thirds of the asset owners surveyed believe ESG has become “more” or “much more” material in the past five years. Check out the full quantitative analysis to discover what we believe this is driven by: http://spr.ly/6048UE3ej #MorningstarIndexes #ESG Morningstar Sustainalytics
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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
Morningstar's Q4 Stock Market Outlook Webinar
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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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MORN
NASDAQ
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$318.61
2.11 (0.667%)
- Open
- 314.77
- Low
- 314.77
- High
- 319.86
Data from Refinitiv
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