Skip to Content

Enhancing the Investor Experience

We're crafting experiences that bring trusted, relevant information to more investors

Helping people plan, save, and invest to reach their financial goals is essential to who we are. We want to see them succeed. And this vision guides our every move, whether we’re working with individuals directly or through the financial professionals who serve them.

How we illuminate investors through 

home_research.jpghome_data.jpghome_research.jpghome_research.jpg

We’re independent thinkers.

Details matter when it comes to investment decisions. That’s why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

We’re driven to deliver high-quality data.

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring its quality.

We simplify complexity.

People don’t just want financial information—they need to be able to understand it. We use elegant design to communicate complicated ideas.

We’re building a brighter future for investors.

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ problems. Our solutions pave the way for investors to reach their goals with confidence.

Mind the Gap 2023: A Report on Investor Returns Around the World

The persistent gap between the returns investors actually experience and reported total returns makes cash flow timing one of the most significant factors—along with investment costs and tax efficiency—that can influence an investor's end results.

Get to know Morningstar.

We’re always thinking about the next big thing. It’s how we grew from a startup to a global investment research company in just 30 years.