Morningstar for Institutional Investors

Overcome data overload and minimize market noise using research-driven solutions that foster trust and guide attention toward long-term objectives.

Total Portfolio Positioning

With a deeper perspective on valuation, risk, and opportunity across asset classes, investors can navigate allocation and rebalance decisions for optimal portfolio positioning.

Emergence of Higher Yields

Given the resurgence of higher yields in debt markets, allocators are increasingly targeting private credit, leveraged loans, and diverse fixed-income strategies.

The Innovation Economy

In an era of constant digital disruption, institutional investors need to understand the impact of emerging tech without chasing trends. Explore a yardstick for today’s economy.

Asset Manager Selection

Choosing the right partner starts by putting manager track records in context and understanding fund performance across private and public market strategies.

Transparent Reporting

Investors face more demand for portfolio transparency than ever before from regulators and stakeholders. Meet these demands with clear communication.

Investment Opportunities Across Borders

The strategic case for global diversification is less about noncorrelated assets and more about broadening the investment opportunity set to the fullest.

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.