Morningstar Products and Investment Solutions

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

Custom reporting and distribution solutions for every stage of your business.

Take your advisory services to the next level. Attract new clients, create plan-specific investment portfolios, and connect with a wide range of recordkeepers.

Modernize your target-date offerings. A personalized retirement strategy combined with the simplicity of a target-date fund.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.

Build diversified portfolios with greater customization. Choose from a variety of asset classes and select a path that aligns with employees’ risk profiles.

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

Streamline your retirement plan business. Prospect and obtain pricing, manage plan lineups, and access detailed investment information all in one place.

Leverage our technology, tools, and expertise to customize an index or transform your unique intellectual property into a proprietary index solution.

Leverage a robust beta platform that represents global, developed, and emerging markets for making asset allocation decisions, benchmarking investment performance, and more.

Measure the performance of global bond and leveraged loan markets with comprehensive coverage spanning all major fixed-income asset classes.

Reach different investment goals by using data-driven frameworks for a variety of asset-allocation strategies.