ALL PRODUCTS AND SERVICES
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Managed Investment Products
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All products & services
All products & services
Professional products
Managed investment products
Individual investor products
Client communications
Client data management
Client profiling
Financial planning
Financial wellness
Investment research & due diligence
Investment screening & selection
Market monitoring
Portfolio construction
Portfolio management
Portfolio monitoring
Product creation & benchmarking
Product sales & marketing
Professional reporting solutions
Retirement planning services
Risk profiling
DBRS Morningstar®
Independent rating services and opinions for corporate and sovereign entities, financial institutions, and structured finance instruments
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Morningstar®
Advisor Workstation℠
Advisor Workstation℠
Investment research, financial planning, client reporting, and proposal generation for financial advisors
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Morningstar®
Data
Data
Global equity, managed investments, and market data from all major global exchanges for professional use
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Morningstar Direct℠
Advanced portfolio analytics and performance reporting for advisors, institutions, asset managers, and other professionals
PitchBook
Data, analysis, industry news, and in-depth reports on the private and public markets for global business professionals
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ESG
Investing Solutions
Investing Solutions
Assessments of ESG risks and opportunities across asset classes for investors of every stripe
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Financial Planning
Solutions
Solutions
Web-based financial planning tools for advisors
Sustainalytics,
a Morningstar Company
a Morningstar Company
Sustainable investment strategies and security-level ESG research and ratings for institutional asset managers and owners
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Morningstar Office℠
Web-based portfolio and practice management for independent financial advisors, with performance reporting and back-office services.
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Morningstar Research
Independent, comprehensive evaluations on equities, funds, and managed investment products for all investors
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Morningstar®
ByAllAccounts℠
ByAllAccounts℠
Account-aggregation and financial-management tools for financial advisors
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Morningstar
Commodities and Energy
Commodities and Energy
Research and data in the commodities and energy sectors for professional investors
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Morningstar®
Enterprise Components
Enterprise Components
Configurable, ready-to-integrate enterprise software tools for research, portfolio analysis, and retirement-plan management
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Morningstar Essentials™
Investment statistics and ratings for institutional marketing professionals
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Morningstar Investment
Research Center
Research Center
Comprehensive investment resources for library patrons
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Morningstar
Reporting Solutions
Reporting Solutions
Marketing materials, regulatory documents, and other custom reports for professional investors
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Manager Selection Services
Manager selection and investment analysis for financial advisors
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Morningstar® Indexes
Product benchmarking and creation for financial institutions and asset managers
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Morningstar®
Managed Portfolios℠
Managed Portfolios℠
Mutual fund, stock, and exchange-traded fund portfolios for fee-based financial advisors
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Morningstar
Fiduciary Services
Fiduciary Services
Investment selection, portfolio monitoring, and portfolio reporting for advisors
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Morningstar®
Plan Advantage℠
Plan Advantage℠
Comprehensive retirement-plan management for advisors and home offices
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Morningstar Premium
Analysis of stocks, funds, and markets, plus tools for portfolio management for individual investors
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Morningstar
Investor Newsletters
Investor Newsletters
Investment strategies and in-depth analysis delivered in print or digitally to individual investors
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Let’s redefine
success together.
success together.