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Who
we are
Morningstar is a leading provider of unbiased,
timely investing information to individual
investors, professional advisors, and financial
institutions. We have helped millions of
people turn information into insight
— and
action
— all
the while earning a reputation for objectivity
and clear, concise analysis. All of which
has helped to make us one of the most trusted
names in investing.
Who
we serve
Whatever your business — mutual-fund
company, broker or broker-dealer, retirement
plan sponsor or provider, insurance company,
bank, or other financial institution —
you’ll find we can help you excel in
your mission to educate and inform. And
with Morningstar's assistance, you'll have
more time to spend on the rest of your business.
How
we can help
Morningstar Institutional Services can help
your employees and clients both as new and
experienced investors to make smarter decisions.
Our materials:
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Present
timely and reliable investment data and analysis
in simplified formats
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Promote
apples-to-apples comparisons for multiple
investment options
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Ensure
investors understand their investments and
make informed decisions to achieve their
financial goals
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Simplify
monitoring and analyzing stocks, mutual funds,
variable annuity/life products, and separate
accounts
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And now, investment advice
Through Morningstar Associates, LLC, a registered
investment advisor and subsidiary of Morningstar,
Inc., we offer consulting services to help
you establish diversified investment lineups
and to monitor asset managers on an ongoing
basis. We also launched an innovative online
planning and advice service called ClearFuturesm.
Now you’ll have another way to give plan participants
access to the most trusted name in investing
information and guidance — Morningstar. |
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Products |
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For
more information, click on a product
or service, call us toll-free at 1-888-736-0780,
or e-mail us at ISG@morningstar.com
401(k)
Services
Tailored reports & services to boost plan participation and more
Fund
Company 15(c) Board Reports
Performance,
expense and portfolio analysis relative
to appropriate peer groups and benchmarks
Morningstar
Data Services
Reliable
Data and statistics for all of your
research, communications, and product
development initiatives
Morningstar
Reprints
Morningstar reports, commentaries,
and articles about your fund, stock,
or company immediately distinguishes
your marketing and public relations
efforts
Morningstar
Investment Guides
Educational guides and individual
investment profile pages help individual
investors and plan participants better
understand their investment options
and sales professionals to better
market their investment products
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