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Issuer Initiated Ratings

Showcase the strength of your investment products with Morningstar’s Medalist Rating.

Morningstar Medalist Ratings are based on our global methodology, analyst rigour and transparency.

Starting from June 2026, Morningstar offers “Issuer Initiated Ratings” in Australia and New Zealand where Morningstar will receive a fee for the preparation of a Medalist Rating.

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Adviser Research Centre

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Morningstar Adviser Research Centre provides advisers with transparent research, powerful portfolio tools and timely market insights — everything they need to deliver confident, credible advice.

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Morningstar Direct

Portfolio management solution

Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing and distribution strategies.

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Morningstar Sustainalytics

ESG research and ratings

Sustainalytics helps investors and companies turn sustainability challenges into clear insights and confident decisions.

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Morningstar Australasia Pty Limited (ABN 95 090 665 544, AFSL 240892) and Morningstar Research Ltd are subsidiaries of Morningstar, Inc. Morningstar Investment Management Australia Limited (ABN 54 071 808 501, AFSL 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Morningstar Australasia Pty Limited and Morningstar Research Ltd do not publish qualitative research on Morningstar Investment Management Australia Limited’s products and do not endorse, issue, sell or promote those products. No guarantee is provided in relation to capital repayment, income or performance. Past performance is not a reliable indicator of future performance.