Morningstar provides investment research, data, and tools to help investors make informed decisions. The company offers analysis on various financial products such as mutual funds, stocks, and ETFs.

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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.

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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!

Celebrate ERISA’s 50th anniversary with us! http://spr.ly/6043W5z8S 
Learn more about how it’s affected the defined contribution space and more in our paper, The Evolution of Retirement-Income Adequacy Under #ERISA With a Focus on Defined-Contribution Plans: A Review of the Status Quo, Counterfactual Evidence, and an Analysis of Changes for the Future. 
Important disclosures: http://spr.ly/6047W5z8v

🔓  Unlock the potential of tax-smart investing: http://spr.ly/6041m63SZ!  

The latest #MorningstarOffice pro-series on-demand webinar is now available.  Join Darryl Manuel, Business Development Executive, to discover how tax-sensitive rebalancing and tactical trading may be able to help significantly enhance investors' after-tax returns by leveraging the powerful tools within the Morningstar platform. 

#MorningstarWealth #InvestmentStrategy #FinTech

Join the conversation and discover how tax-managed SMAs can help meet your clients' unique needs on the latest episode of Big Picture in Practice: http://spr.ly/6042W5K8G

🔗 Explore the value of tax-managed SMAs in today’s market: http://spr.ly/6046WObiO  

📊 As interest rates remain high, investors are turning to separate accounts for personalized portfolios and tax efficiency. In the latest episode of Big Picture in Practice, Jason Diefenthaler, head of tax exempt strategies at Charles Schwab Asset Management, shares his expertise on maximizing client outcomes with fixed-income SMAs. 

Learn when and how these strategies can be most effective. 🎧 #WealthManagement #TaxEfficiency #InvestmentStrategies #FinancialAdvisors

Our analysts expect the first interest rate cut this month, with several more to follow before the end of the year: http://spr.ly/6048WKPtO

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

COM:MORNINGSTAR

Morningstar

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