Morningstar

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!

Explore the latest insights on #stewardship with Lindsey Stewart, CFA in the latest CFA Institute Sustainability Story podcast. http://spr.ly/60429U2P6 Join Nicole Gehrig and Lindsey Stewart, CFA, as they discuss how institutional #shareholders are navigating #proxyvoting and engagement on environmental and social issues and discover how regulatory differences between Europe and the US shape investor priorities on #sustainability themes.

🔍Looking for ways to better support clients approaching retirement? 💡Discover Morningstar's trusted resources for retirement income planning. http://spr.ly/60469XvuE Learn about safe starting withdrawal rates, effective retirement income strategies, and more. #Retirement #RetirementIncome #RetirementPlanning #WealthManagement

Every adviser wants to have a content client base. Happy clients are engaged, provide referrals and make for lasting clients. However, do we know why clients keep their advisers? Register now to join Ryan Murphy, Global Head of Behavioural Insights to find out. Register now: http://spr.ly/604693rP0

“Active ETF” is not an oxymoron, and our research shows that these funds are gaining momentum within the ETF industry. In our latest blog, we explore why active ETFs are set to soar in the near future: http://spr.ly/60489yBCg #ETFs

Is your company prepared for mandatory sustainability reporting? Download Morningstar’s global regulatory ESG reporting guide (http://spr.ly/60479yslc) to understand who is affected, key reporting timelines, and how these regulations may impact the broader marketplace #sustainabilityreporting #corporatesustainability #investorrelations

Last week, I had the great experience of moderating a panel on the evolving investor demand for ESG at IMpower Incorporating FundForum We had an engaging discussion on key trends and insights, including: 💡 The potential impact of regulations like the UK SDR on the fund landscape. 💡 Methods for selecting sustainability KPIs. 💡 Understanding the decisions and implications of exclusionary approaches. Some of the key takeaways from the discussion: 1️⃣ Don't expect many asset managers to change existing products to align with new labeling schemes. 2️⃣ The exclusionary approach you take has significant implications for selecting third-party managers. 3️⃣ Expect the market to continue focusing on products geared towards climate transition. Firms' engagement strategies will continue to play a major role in the success of this transition. Thank you to my panelists and Hortense Bioy, CFA, for kicking off with a great presentation on ESG fund flows and the evolving regulatory landscape. #fundforum #SustainableInvesting #morningstarindexes

Learn how the latest in Morningstar Indexes’ lineup of socially focused solutions can help investors achieve both social and investment goals: http://spr.ly/60429DzGO The new Morningstar Developed Markets LGBTQ+ Leaders Index highlights corporate leaders in inclusion by targeting 100 large- and mid-cap stocks diversified across region and sector and selecting companies with strong policies and practices related to their LGBTQ+ workforce. Data from Morningstar Sustainalytics and ExecuPride, a socially focused enterprise that harnesses data science to monitor advances and provide insights into corporate LGBTQ+ inclusion, underpins the index. #MorningstarIndexes

ESG turns 20! Catch up on our top ESG research from this year. Global ESG Flows: http://spr.ly/60499Bui5 Investing in Times of Climate Change: http://spr.ly/60409Buig Proxy Voting Insights: http://spr.ly/60419Bui9 ESMA Guidelines on ESG Fund Naming Rules: http://spr.ly/60429Buii

Great to see #MorningstarIndexes ringing the closing bell at Cboe Global Markets yesterday! Excited to continue the celebration at #MICUS!