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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 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?

 
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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.

 
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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.

 
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Easing the Retirement Crisis
 

Our new research analyzes eight changes individuals and their advisors can make to build a better financial future.

 
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Follow Us on Our Journey
 
Head over to the Morningstar Blog to get the latest Investor Success Project updates and insights from our team of researchers.
 
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