Morningstar (NASDAQ:MORN) is a global provider of independent investment research, data, and analytical services. The company serves individual investors, financial advisors, asset managers, institutions, and retirement plan providers through information and tools designed to support investment research, portfolio construction, wealth management, and financial planning.
Its offerings include ratings and research on mutual funds, exchange-traded funds, stocks, bonds, and other investments; portfolio management and investment research platforms such as Morningstar Direct and Morningstar Advisor Workstation; and data, analytics, and software for asset managers and financial institutions. Morningstar also provides sustainability research through Sustainalytics and private-market research and data through PitchBook. Its credit ratings business operates under the Morningstar DBRS brand.
Founded in 1984 by Joe Mansueto, Morningstar serves clients and investors across North America, Europe, Asia-Pacific, and other international markets. Joe Mansueto remains the company’s executive chairman, while Kunal Kapoor serves as chief executive officer.
