Employee benefits

People are central to our success. That’s why we offer benefits focused on supporting your comprehensive well-being—both inside and outside of work. 

Our benefits vary by region, but the goal is the same: To help you build a rewarding career, create a meaningful life, and plan for your future.  

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Plan for your financial future

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Competitive retirement savings plans

Build your financial future with confidence. Our retirement savings schemes generally include fixed or matching employer contributions to support your savings.

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Morningstar retirement tools

Better manage your retirement planning with our services—available to you at no cost. Morningstar Retirement Manager, a managed accounts service, delivers personalized advice while Morningstar Investor provides analysis tools.

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Annual bonuses

We encourage progress by rewarding high performance. Bonus payouts are calculated based on a combination of business success and individual contributions.

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Stock ownership potential

Become a long-term owner of Morningstar. Contribute part of your annual bonus or commissions to restricted stock units with an additional 50% company match.

Invest in your life and family

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Paid sabbatical leave

After every four years of work, you’re eligible for a sabbatical that can be used for any purpose you choose. From traveling the world to developing new skills, this opportunity is to help you recharge how you want.

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Generous time off

Morningstar offers flexible time off—including vacation days, sick time, personal days, and holidays—so that you can show up as your most productive and authentic self.

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Parental support

To support growing families, we provide paid parental leave for parents. Our global standard of at least 16 weeks for primary caregivers and up to eight weeks for secondary caregivers exceeds market norms.

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Caregiving assistance

We believe that you should have paid time to look after your family members. Our minimum global standard of six weeks for paid caregiving leave exceeds market norms.

What our colleagues are saying

Take care of your well-being

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Broad coverage

Invest in your physical health with Morningstar. We provide traditional medical coverage along with flexible spending accounts and healthcare savings accounts for eligible employees.

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Wellness programs

You can prioritize your well-being through an annual wellness stipend and an incentive program that rewards wellness-related activities.

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Mental health support

Your mental health matters. Under our Employee Assistance Program, you and your loved ones can receive up to six free counseling sessions. If you want longer-term care, we also provide referrals.

Support your community and professional growth

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Giving back

Invest in your community with matching donations, paid volunteer days, and volunteer opportunities with your colleagues.

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Continuing education resources

Grow your career with dedicated support from Morningstar. We offer an annual education stipend and our Scholars Program provides tuition reimbursement for eligible employees.

In 40-plus offices across the world, our workspaces inspire quality work and connection. Common features include open floor plans, collaborative meeting areas, and office pods.

Benefits Extras Innovative office spaces

835

Employees who took sabbatical in 2024

65 %

Employees who used education stipend in 2024

$2.5 M

Total donations during Global Giving Drive from employees, Morningstar, and company match (USD)

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Advisory services provided by Morningstar Investment Management LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc.

All statistics and data points above are sourced from Morningstar’s Corporate Sustainability Report 2024 as of Dec. 31, 2024.