The Investor Success Project
New research from Morningstar on how to help investors
Looking Beyond the Markets
The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to 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.
A Focus on Investor Success
Starting in 2018, the Morningstar Investor Success Project will roll out new research on investors—who they are, what their goals are, and how the advisors and asset managers that serve them can make the most impact in helping them reach those goals.
Transparent Results
We don’t know what we’ll find, but we do know that every bit of data that we uncover can move the industry toward a future that emphasizes investors’ front-and-center role in the markets and helps them succeed.
Morningstar is a champion of investors—in addition to our industry leading data and research on investments, The Investor Success Project aims to help investors overcome the obstacles they face to their success.
Steve Wendel
Head of
Behavioral Science
Morningstar, Inc.
See the Research
The Value of Advice
Our research suggests that there's a difference between what investors value from their advisors and what advisors believe investors value.
Mining for Goals
Behavioral biases can cause investors to overlook important financial goals. How can we help investors identify goals that are relevant for the long term?
New Lessons About 529s
How can American families borrow less and still pay for college? We look at education savings accounts as a way to do exactly that.
It's Time to Redefine 'Investor'
It’s time to take a different look at investors and discuss how common investor stereotypes aren't that helpful.
The Retirement Mirage
While plans to delay retirement look good on paper, they often don't match reality.
Easing the Retirement Crisis
Our new research analyzes eight changes individuals and their advisors can make to build a better financial future.
Expensive Choice
Human instincts can trip up investors when they're building a portfolio. But the financial-services industry can help by taking a page from Costco.
Bridging the Investing Gap
While the government has deployed the tools at its disposal to encourage millions to save and invest, these tools aren’t well-designed to help millions more Americans.
The Comparison Trap
“Keeping up with the Joneses“ can really harm our financial well-being, but comparing ourselves to others is just human nature. What can we do?