MORN 📈 Morningstar - Overview

Morningstar, Inc. is a leading provider of independent investment insights, operating in multiple regions including the United States, Asia, Australia, Continental Europe, the United Kingdom, and internationally. The company's operations are divided into five distinct segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Each segment offers a range of services and products tailored to specific investment needs, including managing investments such as mutual funds, ETFs, and fixed income securities.

The company's product offerings include Morningstar Direct, an investment-analysis and reporting platform, and Morningstar Advisor Workstation, a suite of tools designed to provide help and advice to financial advisors. Additionally, the PitchBook segment provides comprehensive data and research covering the private capital markets, including venture capital, private equity, and merger and acquisition activities. The PitchBook platform is a valuable resource for investors, providing access to a vast database of private market transactions and trends.

Morningstar also offers a range of wealth management solutions, including model portfolios and wealth platforms, as well as Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors. The company's website, Morningstar.com, allows users to discover, evaluate, and monitor stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets. Furthermore, Morningstar provides credit ratings, research, data, and credit analytics solutions, including Morningstar DBRS, which offers securitizations and other structured finance instruments.

In the retirement space, Morningstar offers managed retirement accounts, fiduciary services, and custom models, as well as Morningstar Lifetime Allocation funds. The company also provides market indexes through Morningstar Indexes, which are used for performance benchmarks and as the basis for investment products and other portfolio strategies. Moreover, Morningstar Sustainalytics offers environmental, social, and governance data, research, analysis, and insights, helping investors make informed decisions about their investments. With a history dating back to 1984, Morningstar, Inc. is headquartered in Chicago, Illinois, and is a trusted name in the financial services industry.

As a publicly traded company, Morningstar, Inc. is listed on the NASDAQ stock exchange under the ticker symbol MORN, with a common stock ISIN of US6177001095. The company is classified under the GICS Sub Industry of Financial Exchanges & Data, reflecting its role as a leading provider of financial data and analytics. With a strong online presence, including its website at https://www.morningstar.com, Morningstar, Inc. continues to be a go-to source for investors and financial professionals seeking independent investment insights and research.