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Morningstar breaks down barriers for global investors of every kind, from institutions to individuals.
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Morningstar professional financial solutions

Morningstar Data+Analytics

Reveal actionable insights about a variety of investment classes—across both public and private markets—with speed and confidence.

Morningstar Wealth

Global insights, curated investment strategies, and transformational technologies that allow you to deliver exceptional client experiences.

Morningstar Credit

Gain critical insights and assess the credit risk of public bonds, private debt issuers, counterparties, and asset-based financings.

Morningstar Retirement

Explore off-the-shelf offerings or design new products with our unique data integrations, distribution networks, and methodologies.

Morningstar Indexes

Unlock an extensive range of emerging opportunities and a robust institutional beta platform for core investing.

Investment data, analytics, and platforms

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Investment Research

Global investment analysis, exclusive analytics, sales and marketing tools, and more.

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Data Aggregation and Delivery

Customizable data tools, feeds, and APIs.

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AI Solutions

Automated workflows, predictive analytics, personalized recommendations, and more.

The latest data-driven insights

Learn how Morningstar prepares investment-grade data for AI, using human oversight, NLP, and a global taxonomy to unlock thematic investing insights.
Blog
05 min

Gearing Up for the AI Race: Preparing Data to Go the Distance

Learn how Morningstar prepares investment-grade data for AI, using human oversight, NLP, and a global taxonomy to unlock thematic investing insights.

Webinar
30 min

Balancing Risk, Return & Preferences: Portfolio Optimization with Factor Models

Blog
06 min

Unlocking the Power of 351 Conversion: ETFs, Tax Efficiency, and the Future of Investing

Blog
05 min

Making Your Mark: How Financial Advisors Can Stand Out in the Sea of Services

Independent financial research

Build client trust with transparent insights. Our researchers provide unique analysis on funds, investor goals, practice management, and more.

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Trends and topics relevant to your business

Advisors and Wealth Managers

Strengthen your relationships, improve outcomes, and exceed expectations.

Asset Managers

Embrace data, research, and reporting solutions that help you navigate and understand the factors influencing your business.

Institutional Investors

Focus on your long-term investment objectives and build trust with stakeholders through enhanced transparency.

Individual Investors

Rely on independent analysis and research tools to see how well an investment serves you.

Fintechs

Build your platform, create world-class digital experiences, and expand your network.

How can we support your business?