ALL PRODUCTS AND SERVICES
Redefine investing success.
Professional Products
Managed Investment Products
Individual Investor Products
Morningstar Direct℠
Advanced portfolio analytics and performance reporting for advisors, institutions, asset managers, and other professionals
Manager Due Diligence and Selection Services
Manager selection and investment analysis for financial advisors
ESG Investing Solutions
Assessments of ESG risks and opportunities across asset classes for investors of every stripe
DBRS Morningstar®
Independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments
Morningstar® Advisor Workstation℠
Investment research, financial planning, client reporting, and proposal generation for financial advisors
Morningstar Reporting Solutions
Marketing materials, regulatory documents, and other custom reports for professional investors
Morningstar Research
Independent, comprehensive evaluations on equities, funds, and managed investment products for all investors
Morningstar® Data
An offering that includes comprehensive managed investments across global registered and unregistered funds, equity coverage that spans global company and share class data across Morningstar IP and Sustainalytics, and unique analytics that help users to determine the quality of investments in a client's portfolio.
PitchBook
Data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals
Morningstar Sustainalytics
Sustainable investment strategies and security-level ESG research and ratings for institutional asset managers and owners
Morningstar Essentials™
Investment statistics and ratings for institutional marketing professionals
Goal Bridge
Goal-setting and investment planning for financial advisors
Morningstar® ByAllAccounts℠
Account-aggregation and financial-management tools for financial advisors
Morningstar® Total Rebalance Expert®
Tax-aware rebalancing for financial advisors
Morningstar Investment Research Center
Comprehensive investment resources for library patrons
Morningstar® Enterprise Components
Configurable, ready-to-integrate enterprise software tools for research, portfolio analysis, and retirement-plan management
Morningstar Credit Information and Analytics
Credit tools and research for issuers and investors that expand on DBRS Morningstar® credit ratings.
Morningstar Commodities and Energy
Research and data in the commodities and energy sectors for professional investors
Morningstar® Annuity Intelligence℠
Annuity research for professional investors
Morningstar Office℠
Web-based portfolio and practice management for independent financial advisors, with performance reporting and back-office services.
Financial Planning Solutions
Web-based financial planning tools for advisors
Morningstar® Indexes
Product benchmarking and creation for financial institutions and asset managers
Morningstar® Managed Portfolios℠
Mutual fund, stock, and exchange-traded fund portfolios for fee-based financial advisors
Advisor Managed Accounts
Managed accounts for registered investment advisors
Target-Date Solutions
Target-date funds for plan sponsors
Morningstar® Plan Advantage℠
Comprehensive retirement-plan management for advisors and home offices
Morningstar Fiduciary Services
Investment selection, portfolio monitoring, and portfolio reporting for advisors
Morningstar® Retirement Manager℠
Workplace retirement account service for plan sponsors
Morningstar Investor
Strengthen your investment strategy with independent research and powerful tools built just for investors
Morningstar Investor Newsletters
Investment strategies and in-depth analysis delivered in print or digitally to individual investors