About MORN

Founded: 1984
Employees: 10973
CEO: Kunal Kapoor
WebsiteView website: www.morningstar.com

Morningstar, Inc. provides independent investment insights for investors in the United States, Asia, Australia, Canada, Continental Europe, the United Kingdom, and internationally. It operates through five segments: Morningstar Direct Platform, PitchBook, Morningstar Credit, Morningstar Wealth, and Morningstar Retirement. The company offers managed investments, including mutual funds, exchanged traded funds, separate accounts, collective investment trusts, model portfolios, equities, and fixed-income securities; Morningstar Direct, an investment analysis and reporting application; and Morningstar Advisor Workstation, a suite of tools to provide advice to clients. It also provides PitchBook that offers data and research covering the private capital markets comprising venture capital, private equity and credit, bank loans, and merger and acquisition activities through the PitchBook platform; Morningstar Model Portfolios, an advisor service with model portfolios for fee-based financial advisors; Morningstar International Wealth Platform, which offers discretionary asset management services; and Morningstar Investor/Morningstar.com, an individual investor platform and media site. In addition, the company offers credit ratings, research, data, and credit analytics solutions through Morningstar DBRS and Morningstar Credit Analytics agencies. Further, it provides managed retirement accounts, fiduciary services, and custom models; Morningstar Sustainalytics that provides environmental, social and governance data, research, and ratings; and Morningstar Indexes that offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

Recent MORN News & Updates

Announcement • Jul 29

Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes

Morningstar, Inc. announced the completion of the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes, marking an important milestone in the company's strategy to expand its global indexes business to help better serve global investors. Built on CRSP's long-established methodology, research foundation and academic heritage and now under the Morningstar banner, the Morningstar Market Indexes currently underpin more than $3 trillion in investor assets and serve as benchmarks for a wide range of investment products, including mutual funds, ETFs, and index futures contracts. CRSP’s rules-based methodology, which combines academic rigor with the demands of managing capital at scale, is a key differentiator. This includes an industry-leading fast-track IPO process with provisions for mega IPOs with low public float, helping ensure the indexes remain representative as much larger private companies enter the public markets. At the center of the suite is the Morningstar US Total Market Index, Morningstar’s flagship US equity benchmark that captures 100% of the US equity market and serves as the foundation for many of the industry’s most widely used investment products, including the world’s largest mutual fund. The Morningstar Market Indexes form one of the industry's most widely tracked US benchmark families, supporting investment products from leading asset managers including Vanguard and, more recently, equity index-based futures contracts launched by CME Group. Morningstar Indexes is one of the fastest growing global index providers with the highest five-year growth rate in the industry according to Burton Taylor International Consulting’s most recent annual index industry report. As part of the rebrand, individual index names have been updated to reflect the Morningstar brand. For example, the CRSP US Total Market Index, tracked by widely used investment products including the Vanguard Total Stock Market Index Fund (VTSAX) and the Vanguard Total Stock Market ETF (VTI) is now the Morningstar US Total Market Index. The rebrand affects naming only. Index methodologies will remain unchanged, and clients will experience no disruption in service.

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Morningstar Completes Rebrand of CRSP Market Indexes to Morningstar Market Indexes

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