Morningstar Inc

Morningstar Inc. provides independent investment insights in the United States Canada Asia Australia Europe the United Kingdom and internationally. The company provides investment data fundamental equity and manager research private capital markets research credit and fund rating and index; environmental social and governance (ESG) rating as well as indexes directly on its proprietary desktop or web-based software platforms or through subscriptions data feeds and third-party distributors; and investment offerings including managed investment products publicly listed and private companies fixed income securities private credit and bank loans. It also provides Morningstar Data that offers data and research to asset managers redistributors and wealth managers; Morningstar Direct an investment-analysis platform; Morningstar Managed Portfolios an advisor service to reduce compliance risk as well as offers asset-allocation services; Morningstar Advisor Workstation a web-based research investment planning and portfolio analysis platform; and Morningstar.com a data editorial and research content product as well as Morningstar Office. In addition the company offers Morningstar Enterprise Components; Morningstar Indexes for creating investment products and other portfolios; Morningstar workplace solutions such as retirement accounts fiduciary services allocation funds and custom models; and PitchBook Platform research and analysis workstation for investment and research professionals. Further it 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. The company serves financial advisors asset managers retirement plan providers and sponsors and individual and institutional investors as well as issuers of securities. Morningstar Inc. was incorporated in 1984 and is based in Chicago Illinois.