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!
Über uns
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.
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http://www.morningstar.com/company/
External link for Morningstar
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 10.001+ Mitarbeiter
- Hauptsitz
- Chicago, IL
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- Öffentliches Unternehmen
- Spezialitäten
- Investment research
Standorte
Employees at Morningstar
Aktualisierungen
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Target index changes for index funds may not be as rare as you think. In our study, roughly one in four of the index-tracking funds we followed had changed their target index at least once http://spr.ly/6045mBhmx
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We are thrilled to be featured in Financial Planning’s latest article, showcasing Morningstar’s commitment to responsible AI implementation in the financial advisory landscape. Chief Data and Analytics Officer Lee Davidson discusses Morningstar’s approach of installing “guardrails” in AI tools to ensure the technology remains focused on its task while safeguarding personal data and adhering to compliance standards. Check out the full article! http://spr.ly/6043mdyIL #ResponsibleAI #DataPrivacy
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Direct-indexing solutions often lack a robust framework to guide investors in customizing their portfolios effectively. Explore how wages factor into portfolio customization as detailed in the total wealth framework developed in our recent study http://spr.ly/6048lvmlO
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How can financial advisors better attract and engage clients? http://spr.ly/6045lvmbh Given the evolution of financial planning, it's crucial that advisors have a clear sense of what investors value in the advisor-client relationship. Learn how the shift to human-centric advice may require advisors to adapt their practices.
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In the new #MorningstarIndexes paper, ‘When Market Direction Changes, So Does Factor Leadership,’ Dan Lefkovitz and Alex Bryan, CFA examine market behavior through the lens of the Morningstar Global Factor Indexes. Key takeaways include: 📈 Low-volatility stocks showed resilience amid market volatility in the third quarter of 2024, just as they did in the down markets of 2022 and 2018. 🚫 The quality factor hit a speed bump in the third quarter of 2024, coming off a market-beating 10-year run, as well as outperformance in 2023 and the first half of 2024. 💡 A Periodic Table of factor returns shows that leadership is highly variable. Single factor investing requires patience. For investors who can't stomach prolonged underperformance, factor diversification is sensible. Read the full paper to learn more: http://spr.ly/6044m6Sqp
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#MorningstarIndexes is a proud sponsor of SRP Americas 2024, held in New Orleans September 10-12. Neil McAllister, Index Sales Director, will be speaking on the panel, "Indexing: looking at the drivers of growth and innovation in the sphere" where panelists will discuss trends and strategies within the indexing world. Learn more and register to attend: http://spr.ly/6044laZb2 #SRPAmericas #structuredproducts SRP Live
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Over the past 10 years, investors have lost nearly 15% of the return their funds generated. Get tips to help avoid the gap: http://spr.ly/6044lvWGr
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An innovative tool for retirement research: The Morningstar Model of US Retirement Outcomes http://spr.ly/6048litma By #MorningstarRetirement's Spencer Look, FSA and Jack VanDerhei. Learn more. Important disclosures: http://spr.ly/6049litmx
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Long-term US mutual funds and ETFs collected $83 billion in July, their second-best month of this year. Read our latest blog for more: http://spr.ly/6040lxvaq
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