Morningstar

Overview

Morningstar, Inc. is a financial services firm based in Chicago, Illinois, founded in 1984 by Joe Mansueto. The company provides independent investment research, data, ratings, and management services to empower investors globally. Its initial focus was mutual fund analysis, and it has since expanded by introducing the renowned star rating for funds and broadening its product offerings.

The firm delivers a variety of products and services, including fund and investment ratings, comprehensive research reports, and ESG analysis via its Sustainalytics division. Morningstar operates digital platforms for individual investors and professionals, supporting portfolio management and specialized solutions for private market data and retirement plans. The company serves individual investors, advisors, and asset-management firms, helping them make informed investment decisions.

Basic Information

Contact Details

• Phone: +1 312-696-6000
• Website: morningstar.com
• LinkedIn: linkedin.com/company/morningstar

Key Focus Areas & Initiatives

• Investment research
• Software solutions for finance
• Investment management services
• Information technology and analytics
• Investment ratings and data feeds
• Market data provision
• ESG ratings and analysis
• Portfolio management and optimization
• Financial consulting and advisory
• Asset management
• Retirement planning solutions
• Risk management and performance tracking
• Client reporting tools
• Investment decision support systems
• Sustainable investing data
• Financial planning software
• Fund ratings and analytics
• Investment resources and insights
• Investor education
• Cloud-based investment platforms

Technologies Used

• AI
• AT Internet
• Adobe Media Optimizer
• Amazon AWS
• AngularJS
• Atlassian Cloud
• Backbone JS Library
• Bing Ads
• Bizible
• Bootstrap Framework
• Brighttalk
• Cedexis Radar
• Chartbeat
• Cvent
• Desire2Learn / Brightspace
• DoubleClick
• DoubleClick Conversion
• DoubleClick Floodlight
• Dropbox
• Eloqua
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google AdWords Conversion
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Plus
• Google Tag Manager
• HeapAnalytics
• Hubspot
• JW Player
• Linkedin Marketing Solutions
• Linkedin Widget
• MessageGears
• Moat
• Mobile Friendly
• NSOne
• New Relic
• Optimizely
• Outlook
• Pardot
• Parse.ly
• Qualtrics
• Route 53
• Salesforce
• Salesforce Live Agent
• Sizmek (MediaMind)
• Slack
• Taboola
• The Trade Desk
• Twitter Advertising
• Typekit
• UltraDns
• Vimeo
• VueJS
• WP Engine
• Walkme
• Workday Recruit
• Zendesk
• reCAPTCHA

Affiliated Organizations & Regional Branches

• Center for Research in Security Prices (CRSP)
• InvestSoft Technology
• MORNINGSTAR NETWORK SL
• Mesaieed Power Company Ltd
• Gpoint Inc.
• Morningstar Analyst Ratings
• RequiSight, LLC
• PitchBook
• Fundamental Data Limited
• Morning Star Music LLC
• Total Rebalance Expert now part of Morningstar!
• PlanPlus Corporate User Group
• Morningstar Sustainalytics
• Moorgate Benchmarks Limited