Business Description
Morningstar is a Chicago-based financial research and data company serving individual investors, financial advisors, and institutions across the United States and key international markets. Founded in 1984, the company covers a wide range of asset classes and financial services, from mutual funds and private equity to credit ratings and retirement planning. Its platforms and tools help clients make informed investment decisions, manage portfolios, and meet regulatory and reporting requirements. Morningstar also tracks environmental, social, and governance factors, and develops market indexes used as benchmarks for a variety of investment strategies.