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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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
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“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
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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
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Morningstar reposted this
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
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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
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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
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Great to see #MorningstarIndexes ringing the closing bell at Cboe Global Markets yesterday! Excited to continue the celebration at #MICUS!
We were excited to have Morningstar stop by our #trading floor while hosting their Morningstar Investment Conference (#MICUS) in Chicago. Did you know you can get real-time values of #MorningstarIndexes on our Cboe Global Indices Feed? Check out the full index list: https://bit.ly/3K21neq
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Catch Investing Insights live at the #MICUS podcast stage. Sarah Hansen, Bryan Armour, CFA, Ryan Jackson, CFA and Daniel Sotiroff, CFA covered the rapid growth of active ETFs and how investors can benefit. In case you missed it catch the full episode this Friday! https://lnkd.in/gP83GXHz
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ETFs grew their share in the liquid alternatives market from 6% to 47% in five years, driven by defined-outcome ETFs and the 2024 launch of bitcoin ETFs. http://spr.ly/6048gl3hY Check-out our monthly US fund flows blog for more.
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MORN
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$300.95
-0.46 (-0.153%)
- Open
- 301
- Low
- 297.13
- High
- 301.41
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