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About
Morningstar, Inc. provides financial data and investment advisory services. It also provides data on investment offerings including stocks, mutual funds and similar vehicles, along with real time global market data equities, indexes, futures, options, commodities and precious metals in addition to foreign exchange and treasury markets. The company offers investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates, registered investment advisors and wholly owned subsidiaries of the company. It also offers Morningstar Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a subsidiary of Morningstar, Inc. Morningstar was founded by Joseph D. Mansueto on May 16, 1984 and is headquartered in Chicago, IL. | |||
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers a line of data, software, research, and investment management offerings for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. It offers Morningstar Data, an investment data spanning various investment databases, including pricing and commodity data; Morningstar Advisor Workstation, a Web-based investment planning system; Morningstar Direct, an institutional investment research platform; and Morningstar.com, a Website for individual investors. The company also provides institutional investment advisory services; Morningstar Enterprise Components, a set of tools and capabilities that builds customized Websites or enhances existing solutions; and Morningstar Managed Portfolios, a discretionary asset management service. In addition, it offers equity and manager research services; ratings and analysis for structured credits; Morningstar Indexes, a set of investment indexes; Morningstar investment profiles, a pre-made or custom-generated investment fact sheets for investor communications; and Morningstar Commodity Data, a market data and analytical product. Further, the company offers ByAllAccounts, which provides data aggregation technology for financial applications; Morningstar Enterprise Data Management, a customized data aggregation and performance reporting solution; market data and desktop, and investment software; print and online publications; and investment conferences services, as well as other investment software for financial advisors and institutions. It serves financial advisors, asset management firms, retirement plan providers and sponsors, and individual investors. The company was founded in 1984 and is headquartered in Chicago, Illinois. | |||
