Morningstar (MORN: NASDAQ) Investor Relations Material

Overview

Morningstar, Inc., the Chicago-based investment research firm, is a major player in the financial services industry, providing independent investment insights across the globe. Its offerings range from investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index to environmental, social, and governance (ESG) rating, as well as indexes accessible on its proprietary desktop or web-based software platforms, and through subscriptions, data feeds, and third-party distributors. The company also provides managed investment products, fixed income securities, private credit, and bank loans, among other investment offerings. In addition, Morningstar gives asset managers, redistributors, and wealth managers access to Morningstar Data for investment research and analysis. Morningstar Direct is a powerful investment-analysis platform, while Morningstar Managed Portfolios reduces compliance risk for advisors and offers asset-allocation services. Morningstar Advisor Workstation is a web-based research platform that helps financial professionals make strategic decisions with confidence. Morningstar.com is a data, editorial, and research content product, while Morningstar Office provides all-in-one portfolio-management software for independent financial advisors. Morningstar Enterprise Components, workplace solutions such as retirement accounts, fiduciary services, allocation funds, and custom models, and PitchBook Platform, a research and analysis workstation for investment and research professionals, are among the company's other offerings. Morningstar also provides Morningstar Research, DBRS Morningstar, and Morningstar Sustainalytics, as well as a mobile application, CRM integrations, excel plug-in, data feeds, and data solutions through PitchBook. Morningstar serves financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors, as well as issuers of securities. The company was founded in 1984, and since then, has expanded its operations to include the United States, Canada, Asia, Australia, Europe, the United Kingdom, and other international markets. Its reputation as a trusted provider of insightful investment analysis and data has made it a go-to resource for professionals in the industry.