Morningstar^® Media Kit

We provide opportunities across a number of media properties and conferences targeted to high-net-worth investors, advisors, and institutional investors. We have decades of experience delivering messages to an engaged, investing-minded audience.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Your message and our brand recognition help you reach engaged investors looking to make educated investing decisions.

Individual

Morningstar.com is our site for individual investors looking to discover new investments, build/upgrade portfolios, monitor investments, and view real-time market data. Morningstar offers an independent voice supported by more than 650 analysts who provide continuous investment coverage and commentary.

Advisor

We offer three ways to reach our advisor audience: Morningstar.com, Morningstar magazine, and the Morningstar Investment Conference. We can help place your message in front of advisors who are actively looking for tools to research, analyze, present, and support their recommendations.

Reaching Individual Investors

Individual

26.9 million

Average monthly page views

2.2 million

Average monthly unique visitors

32%

Mobile visitors per month

4%

Tablet visitors per month

Source: Google Analytics Full Year 2020

Premium Members

Average Household Income

$222,931

Average Portfolio Size

$1,835,720

1.3% < $25,000; 1.1% $25,000–$34,999; 2.4% $35,000–$49,999; 9.5% $50,000–$74,999; 12.2% $75,000–$99,999; 27.0% $100,000–$149,999; 24.5% $150,000–$249,999; 15.7% $250,000–$499,999; 6.3% > $500,000

Size of Investment Portfolio (%)

< $25,000 1.3; $25K–$49K 0.8; $50K–$99K 1.2; $100K–$249K 4.4; $250K–$499K 7.4; $500K–$999K 17.3; $1M–$1.999M 23.7; > $2M 43.8

Basic Members

Average Household Income

$160,379

Average Portfolio Size

$1,125,620

4.2% < $25,000; 4.6% $25,000–$34,999; 6.3% $35,000–$49,999; 14.2% $50,000–$74,999; 17.2% $75,000–$99,999; 24.2% $100,000–$149,999; 17.5% $150,000–$249,999; 8.3% $250,000–$499,999; 3.5% > $500,000

Size of Investment Portfolio (%)

< $25,000 7.1; $25K–$49K 4.5; $50K–$99K 5.8; $100K–$249K 10.4; $250K–$499K 12.5; $500K–$999K 19.1; $1M–$1.999M 20.7; > $2M 20.0

Perspectives From 2020 Investor Survey

After doing my research to purchase or sell stocks or mutual funds on several websites, I always confirm my decision by reviewing Morningstar recommendations and reviews.

The Financial information on all types of mutual funds, bonds, and other investments is truly excellent, the best I have found.

Source: 2020 Morningstar Individual Investor Survey

Reaching Financial Advisors

Advisor Statistics

163,000

Registered active financial advisors on Morningstar.com

$370.6 million

Average assets under management

51%

Owner or key decision-maker of firm

50%

Refer their clients to Morningstar

Source: 2020 Morningstar Advisor Survey and Quarterly Company Statistics

Type

14.5% RIA; 10.5% Broker/Dealer: Independent; 1.8% Broker/Dealer: Wirehouse; 10.1% Dually Registered; 4.2% Institutional Investor; 37.1% Financial Professional; 5.1% Accountant or CPA; 16.7% Other

User Who

Use Morningstar software platforms 61.0%; Own or are their firm’s decision-maker 59.7%; Have visited Morningstar.com for 5+ years 67.3%

Compensation Method

34.3% Commission; 39.6% Fee; 22.3% Bonus; 45.5% Salary

Assets Under Management (%)

<$5,000,000 17.6; $5M–$9.9M 6.8; $10M–$24.9M 8.4; $25M–$49.9M 10.2; $50M–$99.9M 9.0; $100M–$199.9M 8.6; $200M–$249.9M 2.7; $250M–$499.9M 4.4; $500M–$999.9M 3.1 > $1B 6.1; I do not manage assets 17.1; Prefer not to say 6.0

Perspectives From 2020 Morningstar Advisor Survey

I really like the simplicity and build of the website, any required data is easy to find, as well as articles. From all the business Websites I visit, Morningstar is the top choice.

We have used Morningstar Workstation, Morningstar Premium and the Magazine for 20+ years. Morningstar is invaluable and our biggest resource for researching, tracking and analyzing our investment holdings and portfolios.

Source: 2020 Morningstar Advisor Survey

Contact Us

Advertising Sales and Conferences

Stuart Roge

Global Head of Audience Sales Advertising

+1 312 384-4855

stuart.roge@morningstar.com

Kurt Edwards

Director of Operations

+1 312 384-3866

kurt.edwards@morningstar.com

U.S. East Coast and West Coast

Dan Atkinson

Vice President

+1 312 696-6570

dan.atkinson@morningstar.com

U.S. Midwest, West Coast, & Canada

Jo Sawyer

Vice President

+1 312 244-7787

Joanna.Sawyer@morningstar.com

General Inquiries, Europe, Asia-Pacific

Simon Hodge

Audience Communication Director

+44 203 194 1058

simon.hodge@morningstar.com

Australia

Peter Williamson

Sales Director

+61 2 9276 4422

peter.williamson@morningstar.com

Operations

campaigns@morningstar.com

Morningstar Magazine Production

Alex Skoirchet

Senior Designer

+1 312 696-6545

alex.skoirchet@morningstar.com

Additional Resources

General Advertising Guidelines

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Advertising Specs

Morningstar® Media Kit

We provide opportunities across a number of media properties and conferences targeted to high-net-worth investors, advisors, and institutional investors. We have decades of experience delivering messages to an engaged, investing-minded audience.

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Your message and our brand recognition help you reach engaged investors looking to make educated investing decisions.

Individual

Advisor

Reaching Individual Investors

Individual

26.9 million

2.2 million

32%

4%

Source: Google Analytics Full Year 2020

Average Household Income

$222,931

Average Portfolio Size

$1,835,720

Size of Investment Portfolio (%)

Average Household Income

$160,379

Average Portfolio Size

$1,125,620

Size of Investment Portfolio (%)

Perspectives From 2020 Investor Survey

Start Quote Mark After doing my research to purchase or sell stocks or mutual funds on several websites, I always confirm my decision by reviewing Morningstar recommendations and reviews. End Quote Mark

Start Quote Mark The Financial information on all types of mutual funds, bonds, and other investments is truly excellent, the best I have found. End Quote Mark

Source: 2020 Morningstar Individual Investor Survey

Reaching Financial Advisors

Advisor Statistics

163,000

$370.6 million

51%

50%

Source: 2020 Morningstar Advisor Survey and Quarterly Company Statistics

Type

User Who

Compensation Method

Assets Under Management (%)

Perspectives From 2020 Morningstar Advisor Survey

Start Quote Mark I really like the simplicity and build of the website, any required data is easy to find, as well as articles. From all the business Websites I visit, Morningstar is the top choice. End Quote Mark

Start Quote Mark We have used Morningstar Workstation, Morningstar Premium and the Magazine for 20+ years. Morningstar is invaluable and our biggest resource for researching, tracking and analyzing our investment holdings and portfolios. End Quote Mark

Source: 2020 Morningstar Advisor Survey

Contact Us

Advertising Sales and Conferences

U.S. East Coast and West Coast

U.S. Midwest, West Coast, & Canada

General Inquiries, Europe, Asia-Pacific

Australia

Operations

Morningstar Magazine Production

Additional Resources

.

Morningstar^® Media Kit

After doing my research to purchase or sell stocks or mutual funds on several websites, I always confirm my decision by reviewing Morningstar recommendations and reviews.

The Financial information on all types of mutual funds, bonds, and other investments is truly excellent, the best I have found.

I really like the simplicity and build of the website, any required data is easy to find, as well as articles. From all the business Websites I visit, Morningstar is the top choice.

We have used Morningstar Workstation, Morningstar Premium and the Magazine for 20+ years. Morningstar is invaluable and our biggest resource for researching, tracking and analyzing our investment holdings and portfolios.