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Morningstar breaks down barriers for global investors of every kind, from institutions to individuals.
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Morningstar professional financial solutions

Morningstar Data+Analytics

Reveal actionable insights about a variety of investment classes—across both public and private markets—with speed and confidence.

Morningstar Wealth

Global insights, curated investment strategies, and transformational technologies that allow you to deliver exceptional client experiences.

Morningstar Credit

Gain critical insights and assess the credit risk of public bonds, private debt issuers, counterparties, and asset-based financings.

Morningstar Retirement

Explore off-the-shelf offerings or design new products with our unique data integrations, distribution networks, and methodologies.

Morningstar Indexes

Unlock an extensive range of emerging opportunities and a robust institutional beta platform for core investing.

Investment data, analytics, and platforms

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Investment Research

Global investment analysis, exclusive analytics, sales and marketing tools, and more.

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Data Aggregation and Delivery

Customizable data tools, feeds, and APIs.

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AI Solutions

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

The latest data-driven insights

Focus on what matters at the Morningstar Investment Conference

Independent insights, not pay-to-play agendas, take the main stage June 17–18. Join us in Chicago to meet with fund managers, take networking beyond small talk, and uncover research-backed strategies. 

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Trends and topics relevant to your business

Advisors and Wealth Managers

Grow your business and client relationships with our research tools and model portfolios.

Asset Managers

Reclaim momentum with our unified home for research, analysis, and portfolio management.

Institutional Investors

Stay focused on long-term objectives with our research, data, and ratings.

Individual Investors

Uncover how well an investment serves investors—and no one else—with our independent analysis and research tools.

Fintechs

Build world-class digital experiences that advance investors’ progress toward their goals with our enriched data and insights.

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