The Investor Success Project looks beyond the markets to focus on the tremendous potential for people to become investors—and for current investors to get more involved with their goals as they work toward long-term success.
The Investor Success Project is rolling out new research on investors that goes beyond their portfolios. It’s another way our independent research, ratings, and tools help people across the investing ecosystem write their own financial futures and achieve their goals.
How we illuminate investing through
We’re independent thinkers.
Details matter when it comes to investment decisions. That’s why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.
We’re driven to deliver high-quality data.
Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring its quality.
We simplify complexity.
People don’t just want financial information—they need to be able to understand it. We use elegant design to communicate complicated ideas.
We’re building a brighter future for investors.
We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ problems. Our solutions pave the way for investors to reach their goals with confidence.
Just in at Morningstar
The 2019 T3 Software Survey Report collected responses from 5,508 advisors to evaluate the advisor tech marketplace.
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How can we work together?
There’s a lot we can do to support investors. Let’s get started.