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.

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

Unlock a clear view of venture capital-backed unicorns. Receive transparency and daily insights into a historically opaque asset class.

Gain unparalleled exposure to a range of durable themes with indexes that draw on the in-depth knowledge and forward-looking insights of Morningstar’s equity research team.

Deliver on investor objectives with solutions designed to support sustainable approaches, including ESG risk mitigation, climate considerations, and impact investing.

Access a wide variety of investable products linked to Morningstar indexes, including ETFs, mutual funds, structured products, insurance products, and derivatives.

Target stocks with durable competitive advantages and attractive valuations with indexes that combine fundamental research and disciplined portfolio construction.

Select from a wide range of index strategies supporting investment objectives across the income-growth spectrum.

Evaluate financially material ESG issues that affect the long-term performance of your investments. Morningstar Sustainalytics covers more than 16,000 companies.

Identify companies involved in ESG-related incidents, manage reputational risks, and support investment decisions. Incidents are assessed through a robust framework.

Create investment universes that are aligned to clients’ value-driven concerns and long-term investment strategy.

Understand a municipality’s long-term ESG risk exposure using quantitative aggregated information and seize ESG opportunities of U.S. municipal bond issuers.