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.

Morningstar, Inc.

DBRS Morningstar

Morningstar Sustainalytics

Morningstar Italy

Morningstar Australia

Morningstar Wealth EMEA

Morningstar Norway

Morningstar Investment Management Australia

Morningstar Spain

Morningstar Finland

Morningstar Denmark

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.

Bundle

YCharts

Owler

Gomez

HelloWallet

PitchBook

Sustainalytics

United Income

SoftBank Capital

Morningstar

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 

NASDAQ:MORN