Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them.
How we illuminate investing 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.
Why Some New Funds Succeed While Others Fail
Investors seem to love new funds, which draw a majority of global inflows. Morningstar’s Quantitative Research team has identified what influences investor preferences for these new funds and what drives their risk-adjusted returns.
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