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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

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

Global equity, managed investments, and market data from all major global exchanges for professional use

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

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Let’s redefine success together.