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About Us
Investor Relations (U.S. Site)
  • Who We Are
  • Key Facts
      Headquartered in Chicago, Illinois
      Incorporated May 16, 1984
      Shares began trading on NASDAQ May 3, 2005

  • Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the 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, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of March 31, 2017. The company has operations in 27 countries.
    Morningstar U.K. opened in London in 2000 and launched its investing website in 2001. The website offers access to and objective information on more than 9,000 funds available to individual investors in the U.K. The site also offers independent editorial content produced by Morningstar analysts and journalists based in London and around the world.

    For media contacts, please visit our Newsroom 

    Our Mission
    Morningstar’s mission is to create great products that help investors reach their financial goals. We accomplish this by working directly with investors, as well as the advisers and institutions that serve them.

    How We Help Clients

    Individuals use Morningstar to make educated investment decisions. They access our independent investment information and analysis through publications, conferences, and online resources such as Morningstar.com® and our other investing websites around the world.

    Financial advisers and other investment professionals turn to Morningstar for tools that help them research, analyse, and present their investment ideas. We support these professionals with software, services, events, and our adviser platforms: Morningstar Office™ and Adviser Workstation™.

    Institutions value our independence, breadth of information, and customised services. We help them meet business goals through our investment consulting and investment management services, as well as through offerings such as Morningstar® Data and our institutional investment analysis platform, Morningstar Direct™.


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