Investor-first Insights for Investment Professionals
We help professional investors grow their business with time-tested data and research
Investment professionals do more with our solutions.
Data, Research, and Ratings
Maximize client engagement with the gold standard for long-term investment information.
Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence.
Investment Management and Indexes
Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos.
See what you can do with Morningstar.
At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale.
Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value.
Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.
Solutions for Advisors
Show your understanding of your clients and unlock efficiency gains in the process. Harness the power of Morningstar data and research with clarity and consistency, integrated with the way you work.
Develop a complete picture of your clients’ financial health, hone in on their preferences and create financial plans unique to every snowflake in your book.
Client Data Management
Identify quality investments and construct personalized portfolios with game-changing data and research suited to the needs of your clients and your greater organization.
Investment Research & Due Diligence
Investment Screening & Selection
Ensure portfolios remain aligned to your clients’ objectives at the speed of the markets with timely portfolio insights that drive thoughtful management decisions.
Translate information into actionable insights and empower investors with the clarity they need to understand their investments, make decisions, and build the determination to stick to their plans.
Solutions for Asset Managers
Find your place within the industry’s evolving investment trends to navigate the present and innovate for the future. Build investments, analytics, and a story-telling engine with world-class investment information.
Harness rich datasets and intuitive tools to unpack big industry trends and dive deep into investments’ strengths and challenges.
Illuminate trends in emerging areas of interest to gain insights into investors’ preferences and streamline workflows with targeted solutions or robust software platforms.
ESG Data & Analytics
Reduce your regulatory risk by tracking and reporting required datasets, while also offering compliant client experiences that ensure your work is best suited to each investor.
Investment Holdings Data
Communicate & Distribute
Show your understanding of the client through a curated, visual showcase of products and metrics they care most about, while conveying ideas with clarity across broad distribution channels.
Ratings & Rankings
Professional-Strength Research Reports