How private is your private portfolio?

Morningstar data uncovers that semiliquid funds often have as much portfolio overlap as small-cap equity or bank loan funds.

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Artificial Intelligence

How AI Demand Is Disrupting Economic Moat Ratings

Explore the 39 companies whose ratings have been impacted.

Help Clients Avoid Detours on the Road to Retirement

Craft custom retirement spending plans that boost clients’ income streams.

Market Research

The Trends Slowing Down Your Advisory Practice

The latest Voice of the Advisor report reveals what’s distracting your clients and how you can keep them focused on their long-term goals.

Public/Private Convergence

Watch Out for This Risk in Semiliquid Funds

How we’re unpacking and normalizing private funds’ fee structures.

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Gain critical insights and assess the credit risk of public bonds, private debt issuers, counterparties, and asset-based financings.

Morningstar Retirement

Explore off-the-shelf offerings or design new products with our unique data integrations, distribution networks, and methodologies.

Morningstar Indexes

Unlock an extensive range of emerging opportunities and a robust institutional beta platform for core investing.

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Global investment analysis, exclusive analytics, sales and marketing tools, and more.

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Customizable data tools, feeds, and APIs.

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Advisors and Wealth Managers

Grow your business and client relationships with our research tools and model portfolios.

Asset Managers

Reclaim momentum with our unified home for research, analysis, and portfolio management.

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Stay focused on long-term objectives with our research, data, and ratings.

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Uncover how well an investment serves investors—and no one else—with our independent analysis and research tools.

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Build world-class digital experiences that advance investors’ progress toward their goals with our enriched data and insights.

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