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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 Canada is the result of the acquisition in late 1999 of Portfolio Analytics by Chicago-based Morningstar Inc. Morningstar Canada launched its investing website in 2000. The website offers access to and objective information on more than 6,000 funds available to individual investors in Canada. The site also offers independent editorial content produced by Morningstar analysts and journalists based in Toronto and around the world.

In addition to its investing site, Morningstar Canada provides a range of innovative products and services to advisors and institutions, including Morningstar® PALTrak®, investment research software for advisors; Morningstar® Advisor Workstation™, a comprehensive, web-based investment research and portfolio management solution system; and Morningstar Direct™, a global institutional investment analysis platform.
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