New Investors-First Research

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 Future of Investment Analysis

We are excited to announce our alliance with Mercer to provide a comprehensive research platform for retail and institutional markets. Learn more by signing up to be a beta user.


Visit the Morningstar Blog

Read our latest insights and ideas for financial professionals around topics like regulation, practice management, and investor behavior.


The Investor Success Project

We look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

How can we work together?

There’s a lot we can do to support investors. Let’s get started.

Get to know Morningstar.

We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 30 years.