Morningstar, Inc. provides independent investment insights in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement.
The company offers managed investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities. Morningstar Direct is an investment-analysis and reporting application, while Morningstar Advisor Workstation is a suite of tools to provide advice to clients.
It also provides PitchBook, which offers data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities through the PitchBook platform. Additionally, it offers model portfolios and wealth platforms, including Morningstar Model Portfolios, an advisor service with model portfolios for fee-based independent financial advisors.
Morningstar.com allows users to discover, evaluate, and monitor stocks, ETFs, and mutual funds, as well as build and monitor portfolios and markets. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS, which provides securitizations and other structured finance instruments, such as asset-backed securities, residential and commercial mortgage-backed securities, and collateralized loan obligations.
Further, it provides managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models. Morningstar Sustainalytics offers environmental, social, and governance data, research, and ratings, while Morningstar Indexes provides market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies.
Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
