About Morningstar, Inc.
Morningstar, Inc. is a global provider of independent investment insights, serving clients in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. Founded in 1984 and headquartered in Chicago, Illinois, the company operates across five key segments.
Key Business Segments
- Morningstar Data and Analytics: Offers investment analysis tools like Morningstar Direct and Morningstar Advisor Workstation, covering managed investments such as mutual funds, ETFs, equities, and fixed income securities.
- PitchBook: Provides comprehensive data and research on private capital markets, including venture capital, private equity, and M&A activities.
- Morningstar Wealth: Delivers model portfolios and wealth platforms, including Morningstar Model Portfolios for financial advisors and Morningstar.com for stock and fund analysis.
- Morningstar Credit: Features credit ratings, research, and analytics, with Morningstar DBRS specializing in structured finance instruments.
- Morningstar Retirement: Focuses on retirement solutions, including managed accounts, fiduciary services, and allocation funds.
Additional Offerings
- Morningstar Sustainalytics: Provides ESG data, research, and ratings for sustainable investing.
- Morningstar Indexes: Supplies market indexes used for benchmarks and investment strategies.