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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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
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🔗 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
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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
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Have you thought AI through? Check out this blog post from Kunal Kapoor, Morningstar CEO, on data governance in the AI era. https://lnkd.in/g6C_-gUF
The rise of AI requires a closer look at data governance because trustworthy data helps deliver trustworthy AI-sourced results. https://lnkd.in/g38zVX7Y In this new blog post, I share three key points to consider when looking to incorporate AI into your work. Take a read!
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Can China's SOE banks face the challenges of a slowing economy? What are some risks to them as they face lower profits and more expectations to provide additional support? Find out more from our Senior Equity Analyst Iris Tan here: http://spr.ly/6045mF71l #Chinabanks #Chinaeconomy
State-owned banks face thinner margins amid Beijing’s call to support economy
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🚙 Explore Mobility Tech Innovation with the Morningstar PitchBook Global Mobility Tech Unicorn Index! http://spr.ly/6049mj0SS The Mobility Tech industry vertical is growing at a rapid pace due to the transition away from fossil fuels. In this video, Jonathan Geurkink from PitchBook and Sandy Beharry from #MorningstarIndexes discuss the major themes that make up the vertical and some of the key leaders in the space. Watch the full video to learn more: http://spr.ly/6049mj0SS
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In wealth management, one size doesn't fit all 🧩: http://spr.ly/6041mWT4F Join us on the latest episode of Big Picture in Practice podcast where Brie Williams, head of practice management at State Street Global Advisors, discusses the importance of personalized financial planning for different investor segments, including Gen X, hybrid investors, and women. Learn how to better serve your clients and stay ahead in the evolving financial landscape. 🎧 #WealthManagement #FinancialPlanning #ClientEngagement "
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Investors have access to more data than ever, so to avoid information overload, you need to create reports that are engaging and informative. http://spr.ly/6048mF7Qj. Whether it’s navigating regulations or spotlighting ESG considerations, learn to leverage cutting-edge data and easy-to-understand visualisations to turn your reports into a must-read.
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Is Warren Buffett's Berkshire Hathaway een vermomd beleggingsfonds? Morningstar zoekt het uit: http://spr.ly/6048mgI1O
Is Warren Buffett's Berkshire Hathaway een vermomd beleggingsfonds?
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MORN
NASDAQ
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$307.89
2.85 (0.934%)
- Open
- 304.77
- Low
- 302.94
- High
- 308.25
Data from Refinitiv
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