Investors don’t just want results; they want context. “How are you doing?” quickly becomes, “How are you doing compared to others like you?”

As firms expand their product offerings and digital presence, competition intensifies, not just for performance, but for attention, trust, and assets.

Morningstar’s 5-Step Competitive Analysis Framework is designed to help you identify where your firm stands out, and how to translate that advantage into clear, data-driven narratives that resonate with investors and drive business outcomes.