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The Principles That Guide Us
We have established the following set of values to guide our company and our employees:
Investors first
Putting investors’ interests above all else is the foundation of our company. We believe that our strength comes largely from the faith that investors have in us. Whether we’re reaching investors directly or through advisors and institutions, our ultimate goal is to help the individual investor.

Great products
We don’t settle for good. By excelling in research, design and technology, we strive to create industry-defining products that delight our clients and eclipse the competition. Our products must be insightful, innovative, beautiful, and useful, and the service we provide should be as great as the products we create.

Great people
We want people who are smart, hard-working, curious, creative, and passionate about their work. We encourage employees to learn and grow throughout their careers. Every person here matters and contributes to our success. We go out of our way to attract, retain, challenge, and reward great people.

Uncompromising ethics
Morningstar is successful because investors trust us. We must always approach our work with absolute integrity and independence. We expect all employees to adhere to the highest ethical standards at all times, even if it costs us business.

Entrepreneurial spirit
We believe that companies should grow, but never grow old. Our entrepreneurial roots continue to inspire and guide us as our business expands and matures. We value independent thinking, nimble decision-making, and creative, unconventional solutions.

Financial success
We believe that when we pursue our mission of creating great products that help investors, financial success will follow. This allows us to reinvest in our business, build long-term shareholder value, and further our work of helping investors.
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