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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A changing climate and the transition to a low-carbon economy present material investment risks as well as opportunities. http://spr.ly/6049qTieJ New insights from #MorningstarIndexes, based on the Morningstar Low Carbon Transition Leaders Indexes, supports the notion that companies on the leading edge of climate change can often exhibit leading-edge market performance. Check out the new Index IP for a look inside this new index and its performance in 2024, featuring insights from Robert Edwards, CFA of Morningstar Indexes, Gwen Le Berre of Parametric, and Jonathan E. Lewis of Summit Trail Advisors. 🔗 http://spr.ly/6049qTieJ
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SpaceX accounts for 38% of all mutual fund assets invested in private companies as of June 2024. See which fund companies hold a stake in the rocket-maker. Read here: http://spr.ly/6047U4wdh
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#MorningstarRetirement’s Julie Varga debuts her take on retirement. What does retirement mean to you? Comment below! Important disclosures: http://spr.ly/6049qymyZ #RetirementMonth2024
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Morningstar had the privilege of partnering with UBS to host an unforgettable evening with Dame Kelly Holmes where she shared her inspiring story of resilience in the face of adversity. She opened up about the personal challenges she experienced with mental health, highlighting the importance of staying authentic and stressing the importance of ‘running our own race’. She also reminded us of the strength that comes from asking for help. At Morningstar, we provide a safe space where people can be their true selves, and we uphold a culture of mutual respect. We are proud of the programmes we offer to support the mental and physical wellbeing of our people but understand there is more to be done. Dame Kelly Holmes left us with this powerful reminder: "Run your own race and find your podium." Let's support one another in achieving our personal 'gold'! 🥇 #WellbeingAtWork #Resilience #AuthenticityMatters #RunYourOwnRace
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How often are you reviewing your client's investment goals? Our research shows that frequent reviews are a hallmark of engaged investors. http://spr.ly/6048qOB0w Download our infographic to simplify complex financial discussions with your clients.
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How will election results shape the antitrust landscape? Our latest report finds Big Tech may face increased regulatory scrutiny. Here's why: http://spr.ly/6048UQd1A
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For #RetirementMonth2024, #MorningstarRetirement’s Ebenezer Neequaye talks about how he thinks retirement means leveling up in the game of life. Tune in to hear more! Important disclosures: http://spr.ly/6043U0MkP
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The number-one way Americans become millionaires isn’t through timely real estate purchases or being early investors in startups: http://spr.ly/6042qK9WK The formula is much simpler: consistent buying, usually in the form of automatic contributions from every paycheck into a retirement account.
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Manage expectations, retain clients. Set clear financial planning expectations right from the start. Our upcoming webinar focuses on navigating the client lifecycle and what advisors can do to demonstrate valuable insight immediately to their clients. Last chance— secure your spot today: http://spr.ly/6044UilXn
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Stock
MORN
NASDAQ
20 minutes delay
$343.39
-2.2 (-0.637%)
- Open
- 347.09
- Low
- 342.84
- High
- 347.88
Data from Refinitiv
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