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Independent. Insightful. Trusted.
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 Australasia has operated in Australia and New Zealand since 1999. The firm's flagship retail websites, www.morningstar.com.au and www.morningstar.net.nz, offer comprehensive data and objective information about more than 12,000 managed funds and 2,000 stocks available to individual investors in Australia and New Zealand, including proprietary Morningstar analyst research on 250 individual stocks and 300 investment strategies distributed through 4,000 individual funds. The site also offers independent editorial content produced by Morningstar analysts and journalists based in Sydney and around the world.

In addition to its investing site, Morningstar Australasia provides a range of innovative products and services to investors,
advisers, and institutions. These include Morningstar® Adviser Workstation™, a comprehensive, web-based investment planning system, and Morningstar Direct™, a global institutional investment analysis platform. The company also licenses fund and stock datafeeds, publishes investor newsletters and trade magazines, and sells stock research and analysis software.
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