The Investor Success Project looks beyond the markets to focus on the tremendous potential for people to become investors—and for current investors to get more involved with their goals as they work toward long-term success.
The Investor Success Project is rolling out new research on investors that goes beyond their portfolios. It’s another way our independent research, ratings, and tools help people across the investing ecosystem write their own financial futures and achieve their goals.
How we empower investors through
We’re independent thinkers.
Details matter when it comes to investment decisions. That’s why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.
We’re driven to deliver high-quality data.
Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring its quality.
We simplify complexity.
People don’t just want financial information—they need to be able to understand it. We use elegant design to communicate complicated ideas.
We’re building a brighter future for investors.
We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ problems. Our solutions pave the way for investors to reach their goals with confidence.
Just in at Morningstar
Read about fundamental shifts in the bond market, the changing landscape for fixed-income index providers, and the growth of passive bond investing.
Visit the Morningstar Blog
Read our latest insights and ideas for financial professionals around topics like regulation, practice management, and investor behavior.
The Investor Success Project
We 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.
How can we work together?
There’s a lot we can do to empower investors. Let’s get started.