For Portfolio Managers and Institutional Investors
For Financial Advisers
Morningstar Methodology
  • Institutional investors and portfolio managers extend their internal research capabilities and support investment decisions with Morningstar® Institutional Equity Research Services. Through the service, they engage directly with our industry-focused equity analysts to discuss company valuations, forecasts, industry dynamics, and competitive landscapes. Our robust institutional web portal connects institutional investors with expanded, in-depth equity research on approximately 1,500 global stocks, as well as weekly sector reports, detailed competitive analyses, new relevant investment ideas, and more.

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  • In-depth company reports: Revealing the big picture and critical details
    Tailored for institutional investors, the company reports available through this service offer a level of depth and rigor beyond our standard analyst reports. They present competitive and industry context along with detailed discussions of company valuation, scenario analysis, and the Morningstar® Economic Moat™ Rating and Morningstar® Moat Trend™ Rating assigned to a company to characterise its sustainable competitive advantage. Our institutional reports combine expanded qualitative discussions with in-depth quantitative analysis, including detailed pro forma financial statements and explicit fundamental forecasts.

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    Sector research and analysis: Staying on top of changing dynamics
    Thorough research on sectors and industries addresses competitive forces and provides our analysis of growth prospects, relative valuations, and macro trends. Institutional investors can access comprehensive sector and industry research through our web portal, or they can discuss their ideas and questions personally with our industry-focused analysts.
    Analyst access: Gaining perspective from industry experts
    Institutional clients can get answers quickly through direct access to our 90+ equity analysts in-person, by phone, or via email. Typical conversations explore industry insights, competitive dynamics, valuation assumptions, or capital structure. Institutional investors also turn to our analysts to consider new investment ideas or evaluate their current holdings.
    Live events: Connecting with analysts and management
    Institutional clients attend events such as our annual Morningstar® Stocks Forum, where they can meet one-on-one with managers of companies our analysts cover. Theme-focused symposia bring together company management, investors, and analysts for constructive dialogue on specific topics.
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