Today, we're celebrating 40 years of investors first! From our humble beginnings in 1984 to becoming a beacon of independence, transparency, and long-term focus, our journey has been nothing short of extraordinary. To all who've been a part of this incredible Morningstar story since 1984, we say thank you!
关于我们
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $328 billion in AUMA as of Sept. 30, 2024. The Company operates through wholly-owned subsidiaries in 32 countries.
- 网站
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https://www.morningstar.com/company/
晨星的外部链接
- 所属行业
- 金融服务
- 规模
- 超过 10,001 人
- 总部
- Chicago，IL
- 类型
- 上市公司
- 领域
- Investment research
地点
晨星员工
动态
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US and global equity markets have reversed roles in 2025, with the global equity markets outpacing the US in the first quarter by more than 10 percentage points, according to new insights from #MorningstarIndexes: https://spr.ly/60410Q0jb Learn more in the latest Index IP where Alex Bryan, CFA, Morningstar Indexes Director of Equity Products, provides context on the evolving global equity market picture in 2025. ?? https://spr.ly/60410Q0jb #equitymarkets #globalequitymarkets
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Curious on what perspective you can bring to your clients on model portfolio customization? Sign up for our upcoming webinar with Jason Kephart, CFA, Stephen Margaria, and Danielle Labotka as they discuss this investing strategy transforming the model portfolio landscape: https://spr.ly/60430mxch
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晨星转发了
Nice to be back on the Fear & Greed podcast with Sean Aylmer. We walked through Morningstar's take on Aussie equity valuations after the correction, and discussed a few small cap picks. Morningstar subscribers can read more here: https://lnkd.in/gBXzJzRE #investing #fearandgreed #smallcaps
A guide to market pullbacks and overpriced stocks With the ASX recently entering correction territory - albeit briefly - there were plenty of calls to buy the dip. But that's not so simple when plenty of companies are still considered overvalued by analysts. Lochlan Halloway, Equity Market Strategist at Morningstar, talks to Sean Aylmer about deciding fair value, and why 'buying the dip' isn't always the best strategy. The information in this episode is general in nature, and doesn’t take into account your own circumstances. You should do your own research and seek professional advice before making investment decisions. #fearandgreed
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晨星转发了
We’re back from Future Proof: Citywide and are still riding the wave ?? of positive responses toward our public and private market data capabilities. With the sun rising on investor interest in private market opportunities, Citywide was the perfect setting to show how Morningstar and PitchBook, long-standing leader in #privatemarketdata and Morningstar subsidiary, can provide financial professionals a comprehensive view across public and private markets. Over four days in Miami, our team met with advisors and asset managers looking for solutions to meet these growing client expectations and make informed decisions about portfolio diversification and construction, product creation, and more. Our experts took the stage sharing insights on the evolving GP-LP relationship, private market due diligence, and secondaries market opportunities – thank you, Laura Pavlenko Lutton, Nizar Tarhuni, and Alexander (Alec) Davis! And, because Morningstar does it all, each day the team offered personalized luggage tags (with a VC data-backed story!), hosted beachside networking happy hours, and shuttled attendees around Ocean Drive in style ?? Thanks to Future Proof, our amazing team (special shout outs to Lauren Salerno, Chad Allen, Zane Carmean, CFA, CAIA, Jack Castle, Paul Bilello, Frank Carey, Ben Meyers, Michael Claussen, Caroline DeCamp, Joanna McGinley, and Anthony Termini), and everyone who joined us! We're excited to continue this public and private market data journey together #WhereDataSpeaksDealsHappen Visit https://lnkd.in/gUAAQDUz to learn how we are combining Morningstar’s established public market analytics—covering equities, mutual funds, and ETFs—with PitchBook’s comprehensive private market datasets (e.g. venture capital, private equity, private credit) to standardize classifications for companies and categories for funds, ensuring a consistent lens across all asset classes.
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Volatility is back, and so are the opportunities. Join Morningstar’s webinar panel as they uncover where the economy is headed in 2025 and which sectors still hold hidden potential. Don’t wait – Register now to secure your spot!
Morningstar's Q2 2025 US Market Outlook Webinar
www.dhirubhai.net
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Congrats to our Defined Contribution Institutional Investment Association (DCIIA) Leader and Rising Star winners! #MorningstarRetirement’s Julie Varga was named a DCIIA Leader of the Year and Michael Sawula was named a Rising Star. Join us in celebrating them for this honor! Shout out to Tony Perrin AIF?, CRPS? for being an emcee for the ceremony. Important disclosures: https://spr.ly/60460qgk8
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晨星转发了
I've come to believe that avoiding mistakes is a critical part of building long-term wealth. Toward that end, Jeffrey Ptak, CFA and I just published an updated version of our annual study on funds that lost the most shareholder value in dollar terms due to poorly timed flows and/or performance issues. https://lnkd.in/gramMZUT
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晨星转发了
What are the key trends shaping advice? Morningstar’s Daniel Needham, CFA recently visited our shores to spend time with clients and the team. He shares with us his views on the top trends shaping advice in Australia.