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Context Is Key: The Value of Perspective

Why we’re changing the way we present information to our readers.

The Internet can feel like an echo chamber. Ideas get shared millions of times a day, sometimes distorted or disconnected from the author’s original intent and rarely telling the whole story. Without context, even bad ideas can travel very far. The antidote, if there is one, is information literacy: We all need to stay sharp on the sources and biases of the information we use to make decisions.

The tempest of questions investors face in 2020 has moved Morningstar to (once again) revamp how we convey investing information to our readers. Empowering investor success at Morningstar has always meant providing independent views to investors, and success now requires offering those well-researched conclusions and opinions while making it easier to see the context that these often-nuanced topics require.

Can we discuss healthcare company forecasts without considering public policy? Could we assess retirement goals without acknowledging how the coronavirus is reshaping the way we plan, save, and spend? Not anymore.

What you see on our home page today is the first step of many we’ll make over the next year to enrich the context we deliver to our readers. Starting with the new home page, you will see more variety of content and different emphasis day-to-day and throughout the day. We have designed this experience to make the most relevant information for investors stand out and to make it easier to discern and connect with other ideas.

We hope you’ll find that we’ve made it easier to gain perspective and dig deeper into a topic. Some content will feel familiar to Morningstar readers, but hopefully some of what we highlight will challenge the way you think about us and about investing. The market thrives on disagreement, after all, and we love a good contrarian call.

Please drop me a note if you have topics you’d like to see us cover or comments on how we can improve how you receive information from Morningstar.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.