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The Foundation you Need for Sophisticated Financial Analysis
Understand your firm's data in context with our global, multi-asset investment database, including historical fund portfolio holdings, equities, managed portfolios, ETFs, indices, strategy-level data, ESG data, fixed-income data, and more.
Surface global insight grounded in historical context with our independent research, available as it’s being published. Our content1 is curated for your day-to-day needs and includes detailed analysis on markets, equities, and managers.
Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distil complex information efficiently so you can elevate communication with your clients.
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Obtain and share market intelligence with your clients using our Research Portal. Subscribe to topics, analysts and investments to create a curated view of the latest events and thought leadership in the industry. Access real-time insights from one of the largest teams of independent analysts in the world, then share that research to back up your decisions.
Tell Your Story
With Presentation Studio, distil complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.