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A singular focus on quality
Experience matters when investors make decisions about where to put their money, and we have one of the deepest benches of seasoned analysts in the world. We take a rigorous bottom-up approach by evaluating the fundamental factors that drive the investments we cover.
Consistent coverage across the world
Our global coverage uses the same consistent research framework in every region where our analysts are evaluating investments. So when you’re looking across geographies, we make it easy to expand your insight into a new territory or country.
Thinking like an investor
Our analysts evaluate investments from the investor’s perspective. Every investment conclusion they make has only the end investor’s interest in mind. And we call it like we see it—never afraid to take a contrary view.
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Global Equity Research
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Due Diligence Support
Use our scorecards and manager research expertise to help structure your analysis and strengthen your due diligence process.
Morningstar’s Active/Passive Barometer
See how we measure the performance of U.S. active managers against their passive peers within their respective Morningstar Categories. This useful measuring stick can help investors better calibrate the odds of succeeding with active funds in different areas based on recent trends and longer-term history.
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