Morningstar Products and Investment Solutions

The most relevant destination for investors. Find market commentary, investment analysis, and insights on personal finance and retirement from trusted Morningstar voices.

Custom reporting and distribution solutions for every stage of your business.

Take your advisory services to the next level. Attract new clients, create plan-specific investment portfolios, and connect with a wide range of recordkeepers.

Modernize your target-date offerings. A personalized retirement strategy combined with the simplicity of a target-date fund.

Designed to ease fiduciary risk. Leverage Morningstar’s in-depth expertise to build diversified lineups, monitor selected funds, and create comprehensive portfolio reports.

Fully outsourced production of print-quality factsheets, branded digital reports, and regulatory documents.

Build diversified portfolios with greater customization. Choose from a variety of asset classes and select a path that aligns with employees’ risk profiles.

Gain access to essential analyst equity research assessing 1,500 companies plus forward-looking quantitative ratings we generate on more than 50,000 stocks.

Streamline your retirement plan business. Prospect and obtain pricing, manage plan lineups, and access detailed investment information all in one place.

A collection of portfolio analytics and investment research APIs that can power world-class online experiences that drive meaningful client engagement.

Provide a professional retirement strategy for employees. Managed accounts deliver personalized advice on how much to save, which investments to choose, and when to retire.

Leverage our technology, tools, and expertise to customize an index or transform your unique intellectual property into a proprietary index solution.