Investor-first Insights for Investment Professionals
Redefine how you grow with time-tested data, research, and investment technologies
Know more. Do more.
Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips.
Data, Research, and Ratings
Maximize client engagement with the gold standard for long-term investment information.
Investment Technologies
Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence.
Investment Management and Indexes
Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos.
Ready to see for yourself?
Transform your business with investment data, research, and analytics that elevate the way you work.
Solutions at every step of your process
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Innovate
Comply
Communicate & Distribute
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Harness rich datasets and intuitive tools to unpack big industry trends and dive deep into investments’ strengths and challenges.
Innovate
Innovate
Illuminate trends in emerging areas of interest to gain insights into investors’ preferences and streamline workflows with targeted solutions or robust software platforms.
Comply
Comply
Reduce your regulatory risk by tracking and reporting required datasets, while also offering client experiences that aim to best suit each investor.
Communicate & Distribute
Communicate & Distribute
Show your understanding of the client through a curated, visual showcase of products and metrics they care most about, while conveying ideas with clarity across broad distribution channels.
Morningstar solutions for Asset Managers
Find your place within the industry’s evolving investment trends to navigate the present and innovate for the future. Build investments, analytics, and a story-telling engine with world-class investment information.
Morningstar Direct
Our institutional-grade platform that brings together high-quality investment data, independent research, Advanced portfolio analytics and performance reporting.
Morningstar Data
Global equity, managed investments, and market data from all major global exchanges for professional use
Morningstar Indexes
Intelligent indexing across asset classes, styles and strategies. Diverse index solutions to meet every investor need.
Morningstar Essentials
Tell the story of your investments with research and ratings investors trust.
Ready to see for yourself?
Transform your business with investment data, research, and analytics that elevate the way you work.