Media Kit

Events

The Morningstar® Investment Conference brings together the nation’s top investment experts to discuss industry trends, investment research, and the market environment. Conference attendees are a highly qualified audience of investment advisors and financial planners looking for solutions to help manage their businesses. The unprecedented events of 2020 allowed us to launch a new all-digital experience to chart a course forward and empower investor success like never before.

Morningstar Investment Conference

September 22–24, 2021

McCormick Place, Chicago

The Morningstar® Investment Conference brings together the nation’s top investment experts to discuss industry trends, investment research, and the market environment. Conference attendees are a highly qualified audience of investment advisors and financial planners looking for solutions to help manage their businesses.

In 2020, 2,400+ U.S. participants attended the Morningstar Investment Conference. Exhibiting at the Morningstar Investment Conference is one of the most effective ways to reach people who make decisions about buying your products and services.

The exact format of the 2021 conference is to be determined at this point in time, but the dates are set for September 22–24, with some events taking place at McCormick Place, Chicago.

Morningstar Investment Conference Sponsorship Opportunities

Principal Sponsor

Lead Sponsor

Associate Sponsor (Limited)

Morningstar Events—United States

Morningstar Investment Conference Audience Statistics

Attendee Firm Type (%)

Registered Investment Advisor 30; Asset Management 30; Other 19; Broker/Dealer 10; Consulting Firm 5; Private Bank/Trust Company 3; Insurance Firm 2; Academic Institution 1

Assets Under Management (%)

> $1B 38; $501M–$1B 8; $251–$500M 9; $101–$250M 13; $51–$100M 8; $26–$50M 11; $5–$25M 8; <$5M 5

*Other includes portfolio managers, research analyst/due diligence, accounting, legal firms, media, retirement plan provider, and compliance.

Reasons Attendees Went to the Morningstar Investment Conference

Morningstar speakers and content 29%; To generate investment ideas based on the latest investment research 27%; Non-Morningstar speakers and content 24%; To learn more about Morningstar’s products for financial professionals 6%

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To evaluate prospective investment management firms to outsource to 5%; To meet with Morningstar because I’m a client 4%; To meet peers, known and unknown 3%; Other 2%

Morningstar Investment Conference Statistics

3,068 US Participants; 58,347 Total MIC website visits; 3,078 Global participants have spent 10 or more hours in the MIC platform; 147 Media Registrations; 85,000+ MIC Emails opened

Perspectives From the 2020 Morningstar Post-Conference Survey

I’ve done a number of virtual conferences and Morningstar’s was, by far, the best. It was well coordinated, the speakers and topics were engaging, and the pace (which seems to be a harder thing for other organizations to master) was perfect. Just enough of a break to check email but not enough to lose engagement. Kudos to the planners who are navigating this strange, new way to hold a conference.

Source: 2020 Morningstar Investment Conference Attendee Survey.

Photo of the Morningstar Investment Conference

Global Conferences

Morningstar events are a global opportunity to showcase your brand to audiences worldwide. Our conferences and workshops draw thousands of attendees annually from the U.S., Europe, Asia, and Australia. In 2020 we held eight virtual conferences on five continents, with 9,498 attendees from 90 different countries. In total, attendees watched 29,457 hours of research, insights, and analysis. Our global sponsorship team can tell you more about how to bring your message to our international audiences.

Morningstar Investment Conferences

South Africa

UK

Spain

Italy

India

France

Australia

Morningstar Individual Investor Conference

Australia