We create investable products that are fueled by our industry-leading research, and we provide benchmarks that reflect our decades-long experience with investors of all sizes.
We empower investor success
How can we help you?
Build an Investment Product
Produce differentiated goals-focused products that leverage our proprietary investment research, from the largest independent source of financial intelligence.
Investable products built on our convictions, align to investor’s values and needs, empowering them to reach their financial goals. Our clients offer products in a variety of vehicle types.
Evaluate investments
Adopt a comprehensive range of precise exposures to measure, evaluate, and support investment decisions, all while reducing current index spend.
Regulatory Reporting
Marketing
Client Reporting
Website/Digital Use
Portfolio Analysis
Open Index Project
We stand by our mission of empowering investors by delivering a set of our equity indexes for benchmarking purposes.
We believe investment performance measurement should be reliable, transparent, and accessible.
*Winner of the 2018 WealthManagement.com DISRUPTOR Industry Award*
Breaking Down Strategic Beta
Our version of “smart beta”. Strategic beta indexes use the power of Morningstar’s extensive research capabilities to replicate the toolkits that active managers use to achieve results.
Learn how we break down smart beta, and give the common market term our own twist.
Global Reach
Our clients face unprecedented fee compression from a combination of regulatory pressure and secular trends in the industry. Morningstar can help alleviate that pressure by providing access to a fast-growing range of indexes, across asset classes, on commercial terms that are highly competitive, flexible, and predictable in the future.
Morningstar is uniquely positioned to play two roles for the industry: as an innovator and as a disruptor.
