Morningstar is a global investment research and financial services firm with offices in North America, Europe, Australia and Asia. It provides data, research and software, investment management and indexing services for businesses, as well as independent advice and insights for self-directed investors.
With over 8,000 employees in 29 countries, Morningstar covers over 600,000 investments. Its aim is to build products and offer services that connect people to the investing information and tools they need. Within equities, it has a commitment to fundamental research and a consistent methodology across its qualitative and quantitative universes. Its manager research aims to empower investors to make the most suitable choices. It offers analyst-driven insights into funds’ sustainable advantages, along with forward-looking perspectives into how they might behave in a variety of market environments, across all asset classes.
Morningstar now formally integrates environmental, social and governance (ESG) factors into its analysis of stocks, funds and asset managers, all buoyed by research from Sustainalytics. In November 2021, Morningstar announced that it had expanded its sustainability ratings coverage by 25,000 new funds with the addition of Sustainalytics’ country risk ratings.
Morningstar Sustainalytics is a leading independent ESG and corporate governance research, ratings and analytics firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. With 17 offices globally, it has more than 1,500 staff, including more than 500 analysts with varied multi-disciplinary expertise across more than 40 industry groups.
Our mission is to create great products that help investors reach their financial goals. We believe this sense of mission is exceptionally strong at Morningstar. It pervades our organization, defines us, and sets us apart from other companies in our industry.
Morningstar gains its revenue and funding primarily through its subscription fees on its research, consulting, software products and subscriptions to websites and newsletters. These can also be sold as license agreements.
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