On May 16, 1984, Joe Mansueto founded Morningstar in his Chicago apartment. Today, Morningstar is a billion-dollar company with more than 6,000 employees around the world. For over 35 years we’ve worked tirelessly to empower investors to make confident investment decisions and achieve the success they deserve. We’ve done all of this with a steadfast investment philosophy and independent view that’s unshakeable.
Joe Mansueto establishes Morningstar in his Chicago apartment. In naming his new company, he was inspired by the last line of Henry David Thoreau‘s Walden, “The sun is but a morning star.”
Morningstar Rating™ for mutual funds debuts
CD-ROM-based Principia software for advisors launches
Paul Rand designs a new logo for Morningstar, with the prominent “O” to represent a rising sun
Morningstar creates the nine-square Morningstar Style Box™
Morningstar establishes presence in Australia and New Zealand and expands operations into Canada
Morningstar launches online retirement advice service
Morningstar Europe, Morningstar Asia, and Morningstar Korea open
Morningstar Direct,™ Morningstar® Advisor Workstation,™ Morningstar® Managed Portfolios,™ and the Morningstar Rating™ for stocks debut
Morningstar® Indexes debuts
Morningstar managed retirement accounts launch
Morningstar completes auction-style initial public offering
Morningstar begins publishing corporate credit ratings
Morningstar Analyst Rating™ for funds debuts
Morningstar opens office in Dubai
Next generation of Morningstar® Retirement Manager™ introduced
Morningstar Sustainability Rating™ for funds debuts
Morningstar acquires PitchBook Data, Inc.
Revenue exceeds $1 billion
Morningstar celebrates more than 35 years of empowering investor success
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Photo Credit: Design Architect Perkins+Will Photography Steve Hall © Hedrich Blessing Photographers; Marek Sikora Photography; and Unsplash.