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, institutional investors in the debt and private capital markets, and alliances and redistributors. 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 $352 billion in AUMA as of June 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit http://www.morningstar.com/company. Follow Morningstar on X @MorningstarInc.
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Products and Services
| Products and Services |
Description |
| Morningstar Direct |
Morningstar Direct is a comprehensive application that helps asset and wealth managers build their assets and manage their portfolios by supporting market research, product creation, positioning, marketing, and distribution strategies. |
| PitchBook |
Our award-winning software gives you access to our data and the analytical tools you need to get answers fast, discover promising opportunities, and more.
Each feature of PitchBook Desktop is designed to help you work smarter:
- Advanced search
- Discovery and insights
- Company profiles
- Workflow and efficiency
|
| Morningstar Sustainalytics |
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. |
| Morningstar Indexes |
Construct and Benchmark Investment Portfolios
We provide a comprehensive range of global equity and fixed income indexes designed to facilitate efficient portfolio construction and accurate performance benchmarking. Spanning every major asset class across markets, size segments, sectors, and styles, our market cap-weighted indexes are built and maintained according to a transparent set of rules that ensure objective, consistent representation of the entire investment opportunity set. |