Asset Management Companies
At Morningstar, we recognize the value and impact that asset management companies, or parent firms, have on the performance and outlook of managed investments.
Our analysts regularly evaluate parent firms with onsite visits and virtual engagement with senior leadership and key decision-makers—all who play a role in the investor experience—to understand a firm’s culture, values and where it is headed.
This list includes all asset management firms offering U.S. mutual funds and exchange-traded funds that are covered by Morningstar. These parent firms can include multiple distinct asset managers under their ownership and generally represent the highest-level entity.