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Investment data, research, and platforms that empower you to achieve better outcomes for your clients.

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Products and solutions

Investment Research

Global data on managed investments and securities, exclusive ratings, and analytical tools.

Data Aggregation and Delivery

Customizable data tools, feeds, and APIs.

AI Solutions

Automated workflows, predictive analytics, personalized recommendations, and more.

The latest data-driven insights

Learn how Morningstar prepares investment-grade data for AI, using human oversight, NLP, and a global taxonomy to unlock thematic investing insights.
Blog
5 mins

Gearing Up for the AI Race: Preparing Data to Go the Distance

Learn how Morningstar prepares investment-grade data for AI, using human oversight, NLP, and a global taxonomy to unlock thematic investing insights.

Webinar
30 mins

Balancing Risk, Return & Preferences: Portfolio Optimization with Factor Models

Blog
6 mins

Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency, and the Future of Investing

Blog
5 mins

Making Your Mark: How Financial Advisors Can Stand Out in the Sea of Services

Independent financial research

Build client trust with transparent insights. Our researchers provide unique analysis on funds, investor goals, practice management, and more.

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Trends and topics relevant to your business

Advisors and Wealth Managers

Strengthen your relationships, improve outcomes, and exceed expectations.

Asset Managers

Embrace data, research, and reporting solutions that help you navigate and understand the factors influencing your business.

Institutional Investors

Focus on your long-term investment objectives and build trust with stakeholders through enhanced transparency.

Individual Investors

Rely on independent analysis and research tools to see how well an investment serves you.

Fintechs

Build your platform, create world-class digital experiences, and expand your network.

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