Today, we're celebrating 40 years of investors first! From our humble beginnings in 1984 to becoming a beacon of independence, transparency, and long-term focus, our journey has been nothing short of extraordinary. To all who've been a part of this incredible Morningstar story since 1984, we say thank you!
About us
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $286 billion in assets under advisement and management as of Dec. 31, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries.
- Website
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http://www.morningstar.com/company/
External link for Morningstar
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Chicago, IL
- Type
- Public Company
- Specialties
- Investment research
Locations
Employees at Morningstar
Updates
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Podcast alert! http://spr.ly/6044iQ7M8 The convergence of private and public markets is a major trend in the financial world. Investment opportunities once accessible only to institutions are beginning to open up for the average investor. However, private markets still pose risks and lack transparency. CEO Kunal Kapoor discussed this emerging trend in "The Way Forward" podcast from Barron's Advisor: http://spr.ly/6044iQ7M8.
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Geopolitical risk is high on investors' minds. With wars raging, trade tensions rising, and elections challenging established orders, many are trying to gauge the investment impact of current events on markets. Revenue sources are critical to examine. http://spr.ly/6046igawM The new 2024 annual study by #MorningstarIndexes examines geographic revenue sources for Morningstar Global Markets Indexes by aggregating company-level data. Key takeaways include: 🌏 Many national equity markets are not very national. The Morningstar US Market Index, for example, derives just 60% of revenues from the US. Western European markets are the world's most global. 📈 Revenue sources help explain why correlations between developed markets have risen, while emerging markets tend to be less correlated with developed markets. ✈️ Contrary to the narrative that globalization is in decline, just 16 of 48 markets became more domestic in their revenue sources compared with last year. The US, Japan, and China all became more global. Learn more in the full report: http://spr.ly/6046igawM
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“An LGBTQ+ index would not have been possible a few years ago.” http://spr.ly/60449AcQp In this new article by ETF Stream, Robert Edwards, CFA, Director of Product Management EMEA and ESG Indexes, discusses why #MorningstarIndexes decided to launch the new Morningstar Developed Markets LGBTQ+ Leaders Index, the challenges of accurately tracking LGBTQ+ leading companies, and future product development.
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Ever wondered why clients hire, keep, or fire their financial advisors? 🤔 It’s not just about the numbers! Discover how emotional factors play a crucial role in these decisions: http://spr.ly/6046ire0i, and more insightful findings from Morningstar's latest survey discussed by Samantha Lamas and Danielle Labotka
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Morningstar Advisor Workstation allows advisors, like Taunya, to build personalized client strategies. Get the full story http://spr.ly/60409UFMr
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Explore the latest insights on #stewardship with Lindsey Stewart, CFA in the latest CFA Institute Sustainability Story podcast. http://spr.ly/60429U2P6 Join Nicole Gehrig and Lindsey Stewart, CFA, as they discuss how institutional #shareholders are navigating #proxyvoting and engagement on environmental and social issues and discover how regulatory differences between Europe and the US shape investor priorities on #sustainability themes.
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🔍Looking for ways to better support clients approaching retirement? 💡Discover Morningstar's trusted resources for retirement income planning. http://spr.ly/60469XvuE Learn about safe starting withdrawal rates, effective retirement income strategies, and more. #Retirement #RetirementIncome #RetirementPlanning #WealthManagement
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Every adviser wants to have a content client base. Happy clients are engaged, provide referrals and make for lasting clients. However, do we know why clients keep their advisers? Register now to join Ryan Murphy, Global Head of Behavioural Insights to find out. Register now: http://spr.ly/604693rP0
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“Active ETF” is not an oxymoron, and our research shows that these funds are gaining momentum within the ETF industry. In our latest blog, we explore why active ETFs are set to soar in the near future: http://spr.ly/60489yBCg #ETFs
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Stock
MORN
NASDAQ
20 minutes delay
$305.48
-3.3 (-1.069%)
- Open
- 307.67
- Low
- 302.195
- High
- 308.08
Data from Refinitiv
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