Morningstar, Inc. is an American financial services firm that provides investment research and investment management services. It operates in 29 countries and is headquartered in Chicago, Illinois. The company manages over $295 billion in assets as of March 31, 2023. Morningstar also offers software and data platforms for investment professionals.

Morningstar

Morningstar, Inc.

DBRS Morningstar

Morningstar Sustainalytics

Morningstar Italy

Morningstar Australia

Morningstar Wealth EMEA

Morningstar Norway

Morningstar Investment Management Australia

Morningstar Spain

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Morningstar Sweden

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 realtime global market data. Morningstar also offers investment 
management services through its investment advisory subsidiaries, 
with approximately $246 billion in assets under advisement and 
management as of Dec. 31, 2022. The Company operates through 
wholly- or majority-owned subsidiaries in 32 countries.

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We surveyed 400 investors and 650 advisors to bring you the insights you need to differentiate your business. Get the report here: http://spr.ly/6049ugX6Z

Writing for ESG Clarity, Morningstar Sustainalytics' Anya Solovieva covers the three main ways investors can manage climate transition risks. Read the full piece here: 
 http://spr.ly/6042u73wp

It's not too late to register for Morningstar Wealth EMEA's webinar next week featuring Mike Coop, Dan Kemp and Michael Field, CFA where they'll overview our 2024 Outlook report which looks at the current risks and opportunities in the markets as well as addressing the needs and concerns of your clients based on their life stage.

Register here: http://spr.ly/6044ufPgr

The #SEC has drafted ambitious rules on topics including #AI and #ESG.

In this week's episode, Aron Szapiro, Head of Government Affairs at Morningstar, joins our hosts, Julie Willoughby, and Ben Johnson, CFA, to discuss the process of how his team manages the large volume of comments on SEC rule making. 

Listen now: http://spr.ly/6044u4lTO

Yields on long-term U.S. Treasury bonds—which serve as a benchmark for home mortgages and other key consumer and business borrowing rates—have risen to their highest level since October 2007.

Sylvia Sheng, global multi-asset strategist at JP Morgan Asset Management, thinks the 60/40 stock-bond allocation remains a good starting point to construct a portfolio. Her research shows a 60/40 allocation is expected to annualize a 7% return over the next 10 years. Here’s why: http://spr.ly/6040u2oNq 

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Morningstar, Inc.

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