ALL PRODUCTS AND SERVICES

Redefine investing success.

Professional Products

Data, research, and software created to help you build your business and strengthen the relationships that support it 

Managed Investment Products

Investment management and indexing services designed to reflect our principles of independence, transparency, and long-term value 

Individual Investor Products

Independent advice and insights crafted to help self-directed investors at every stage of their journey 
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
Investment research, financial planning, client reporting, and proposal generation for financial advisors
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Morningstar®
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
Assessments of ESG risks and opportunities across asset classes for investors of every stripe
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Financial Planning
Solutions
Web-based financial planning tools for advisors
Sustainalytics,
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®
Annuity Intelligence
Annuity research for professional investors
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Morningstar®
ByAllAccounts
Account-aggregation and financial-management tools for financial advisors
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Morningstar
Commodities and Energy
Research and data in the commodities and energy sectors for professional investors
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Morningstar Credit
Information and Analytics
Credit tools and research for issuers and investors that expand on DBRS Morningstar® credit ratings.
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Morningstar®
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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Goal Bridge

Goal-setting and investment planning for financial advisors
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Morningstar Investment
Research Center
Comprehensive investment resources for library patrons
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Morningstar
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®
Total Rebalance Expert®
Tax-aware rebalancing 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
Mutual fund, stock, and exchange-traded fund portfolios for fee-based financial advisors
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Morningstar®
Retirement Manager
Workplace retirement account service for plan sponsors
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Advisor Managed Accounts 

Managed accounts for registered investment advisors
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Morningstar
Fiduciary Services
Investment selection, portfolio monitoring, and portfolio reporting for advisors
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Morningstar®
Plan Advantage
Comprehensive retirement-plan management for advisors and home offices
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Target-Date Solutions

Target-date funds for plan sponsors
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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
Investment strategies and in-depth analysis delivered in print or digitally to individual investors
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success together.