Morningstar is a recognised and trusted name in global investment, serving financial advisers, asset management firms, retirement plan providers, retirement plans, and individual investors around the world. Our investors first approach supports a reputation for independence and objectivity, as our interests are aligned with our clients.

In Australia and New Zealand, Morningstar helps individual, adviser, and institutional investors achieve their long-term investment goals by providing insightful, differentiated, independent, and actionable equity research, as well as portfolio management services.

Morningstar has more than 120 equity analysts globally, covering over 1,600 stocks, making us one of the largest independent global research teams. A team of 16 analysts and strategists based in Australia cover more than 200 mainly Australian and New Zealand stocks.

Morningstar's analysts apply a consistent, rigorous, and proven global methodology which focuses on long-term fundamental valuation, competitive advantages (economic moats), risk, financial health, and capital allocation. Each equity analyst covers approximately 15 to 20 companies and research is reviewed on an ongoing basis – at least quarterly – to ensure our investment ideas are current and relevant. Local analysts exchange insights with global sector teams in the United States, Europe, and Asia resulting in enriched and globally consistent content. Site visits and interactions with company management and other industry participants foster deeper analytical insight.

Morningstar's independence means we do not offer issuer-paid coverage. In other words, we do not receive commissions for providing research in Australasia and we do not charge companies to be covered; instead, our investor clients pay subscription fees for ongoing service. We take an investors first approach to choosing coverage companies.

For more information, please see the Morningstar Equity Research Overview.