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Introducing Morningstar Investor
The successor to Morningstar Premium helps investors like you navigate the noise.
Burden Vs. Competitive Advantage: Why You Should Embrace Today's Regulatory Environment
Addressing the SEC Marketing Rule and the demand for greater transparency.
How Do You Index Gender Diversity?
Get Beyond ‘Net Zero’
As COP26 Convenes, Climate Indexes Can Serve Skeptical Investors.
How Measuring Investors’ Comfort for Risk Can Build Better Client Relationships
Having a transparent, empirically based methodology is key to getting investors’ buy-in
Finding Stability in a Volatile World
Are Your Advice Tools Getting Risk Right?
A Multi-Asset Index Approach to Inflation
Protecting a portfolio from a thief in the night
How a Changing Regulatory Landscape Presents an Opportunity for Advisors When Conducting Rollovers
Why You Should Be a Risk-Taker
Since you can't really avoid risk, you might as well take control of the situation.
Sustainable Investing in Government Bonds
ESG Bond Indexes Reveal How Country Risk Changed in 2020
Gender-Lens Indexing for Both Values and Value
Going beyond the numbers with the Morningstar Women’s Empowerment Index.
How Can Investors Measure Diversity, Equity, and Inclusion?
A Morningstar Index Highlights Corporate Leaders in DEI
Morningstar’s ESG Indexes Have Outperformed and Protected on the Downside
Sector bias explains only some of the record.
Why Do Morningstar Equity Indexes Include Tesla?
When benchmark construction matters
How Do You Benchmark a Multi-Asset Fund?
The new Morningstar Target Allocation Indexes aim to set a standard.
Where Public and Private Markets Meet
New indexes provide a gateway for investors to access growing private markets.
How Did ESG Indexes Fare During the First Quarter Sell-off?
Morningstar’s ESG-screened indexes lost consistently less than the market.
Beyond the FINRA Suitability Comfort Zone
Regulation Best Interest’s changes require brokers to bridge the gap in their current suitability process and rethink the role of the advisor.
How to Avoid Risk in Dividend-Paying Stocks
Why equity-income investors should care about financial health.
Morningstar’s ESG Indexes Protect on the Downside
A look at the risk profiles of our ESG indexes.
Dividends vs. Buybacks? How Investors Can Incorporate Both
The Morningstar U.S. Dividend and Buyback Index reflects new market dynamics
What’s Holding Advisors Back From Effective Marketing?
Morningstar survey explores the priority and pain points of marketing for financial advisors
Asset Managers Should Scrutinize Index-Licensing Fees
Lower index-licensing fees would help investors and managers alike
Why Financial Advisors Should Operate as Financial Coaches—And How to Do It
Today’s advisors can set themselves apart by adopting a more holistic approach to goals-based investment planning
How to Align Your Investments With the U.N. Sustainable Development Goals
A Morningstar® Index that combines ESG criteria with data on geographic revenue sourcing
How Quality Client Data Can Help Tell a Holistic Story
Ask yourself these three questions before choosing a data aggregator
4 Pitfalls to Avoid When Replacing 401(k) Plan Investments
How can 401(k) plan sponsors work to maximize returns for employees?
Does Changing 401(k) Plan Investments Help Employees?
Morningstar research suggests that retirement plan fiduciaries can monitor investments to drive higher returns for employees
What to Know About the Trend Toward Institutional Investing
Understand the impact and implications of an investing world gone institutional
A New Focus on ESG Risk in Investment Portfolios
A look at what’s behind the enhanced Morningstar Sustainability Rating™
Some Country Indexes Look Far Beyond National Borders
Data from Morningstar’s Revenue Exposure by Region tool illuminates an interconnected world
What Goes Into Better Bond Indexes
Morningstar's new bond indexes help define and structure a complex bond market
How Sticky is Your Plan’s Default Investment?
Why participants tend to accept and remain in the 401(k) plan default investment
Planting Sustainable Investing in Your Practice
Advisors have an opportunity to help investors achieve their financial goals without sacrificing their values
5 Reasons to Use a Holdings-Based Style Analysis for Risk Assessment
The value of reviewing a current portfolio versus reviewing past returns
Managed Retirement Accounts: The Value of Advisors and Consultants
Debunking the myth of a diminished role
ESG Investing Performance Analyzed
Morningstar Indexes show sustainability is good for business
A Unique Approach to Technology Investing
The Morningstar® Exponential Technologies Index℠ identifies innovation across the economy
Financial Advisor Technology Trends From T3 2019
Reducing Carbon-Risk to Improve Investment Outcomes
A new index family goes beyond traditional low-carbon investing
Which Markets are Prepared to Transition to a Low-Carbon Economy?
The U.S. rank will surprise you
3 Ways Advisors Can Evaluate Funds With ESG Factors
How sustainable investing solutions can help your clients better understand their portfolios
How to Select Dividend-Paying Stocks with Morningstar Metrics
Why dividend investors should worry less about interest rates and more about moats
What Factors Drive Fund Flows?
Lower fees, greater portfolio concentration, and higher firm quality continue to capture investor preferences
Sustainability Isn't Just for Rich Countries: A Map of the World's ESG Leaders
We illustrate which markets lead in sustainability
How a Glide Path Analysis Can Help You Understand Your Employees’ Retirement Needs
5 Wealth Management Software Benefits for Advisors
Why advisors should seize the potential of cloud computing
Why to Rethink Your Plan’s Core Investment Menu
Reducing retirement plan investment options might not always help investors