|Who We Are|
Headquartered in Chicago, Illinois
Incorporated May 16, 1984
Shares began trading on NASDAQ May 3, 2005
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.
Morningstar provides data on approximately 422,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 9 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $157 billion in assets under advisement or management as of March 31, 2013. We have operations in 27 countries.
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Morningstar’s mission is to create great products that help investors reach their financial goals. We accomplish this by working directly with investors, as well as the advisors and institutions that serve them.
How We Help Clients
Individuals use Morningstar to make educated investment decisions. They access our independent investment information and analysis through publications, conferences, and online resources such as Morningstar.com® and our other investing websites around the world.
Financial advisors and other investment professionals turn to Morningstar for tools that help them research, analyze, and present their investment ideas. We support these professionals with software, services, events, and our advisor platforms: Morningstar Office and Morningstar® Advisor Workstation.
Institutions value our independence, breadth of information, and customized services. We help them meet business goals through our investment consulting and investment management services, as well as through offerings such as Morningstar® Data and our institutional investment analysis platform, Morningstar Direct.