Morningstar for Institutional Investors

Navigate complexity with confidence.

As an asset owner, you face more volatile markets, outsourced relationships, and evolving stakeholder demands.

Morningstar’s data, research, and tools empower you to make informed decisions, optimize portfolios, and communicate effectively.

Adapting Stewardship for a Demanding Market

We understand that asset owners must adapt their stewardship strategies to deliver on long-term objectives in a rapidly changing environment. Aligning portfolio-level choices with fiduciary duty while accommodating societal and governance challenges is no longer optional—it's essential for sustainable success.

Rising Technology Disruption

Technology disruption is reshaping both investment operations and the broader economy. The most resilient institutional investors turn technology into an edge—streamlining operations, sharpening risk management, and positioning portfolios for long-term growth.

Navigating the New Complexity of Manager Selection

As allocations re-adjust across public and private markets, evaluating managers has never been more demanding. Diverse strategies and often-limited transparency heighten the need for disciplined, data-driven processes to identify skill and build lasting conviction.

Public/Private Convergence

As private markets mature and public markets evolve, investors must manage exposures holistically. Navigating liquidity, transparency, and risk requires integrated tools and insights across asset classes.

Sustainable and Regulatory Pressures

Stakeholder requirements, climate risk, and global regulations demand sharper reporting and oversight. Institutions need clear frameworks to manage compliance while delivering long-term value.

Explore Our Products

Crystallize your view on investing trends and validate your asset allocation and manager selection decisions with insightful data and research.

Morningstar Indexes

Index Solutions

Indexes across all major asset classes and themes draw on unique IP to unlock emerging opportunities, while providing a robust institutional beta platform for core investing.

Morningstar ESG

Sustainalytics

Assess ESG risks and opportunities, align your product with your investors’ preferences, and respond to the changing regulatory environment.

PitchBook

The leading resource for comprehensive data, research, insights, and analytical tools spanning the global capital markets and designed to help you win.

Morningstar Direct

A global investment analysis application that combines Morningstar data and research with analytics, data science, and productivity tools.