Comprehensive investment research to help navigate an evolving market, delivered to support your workflows.
Turn to the global leader in investment research to help drive value for your clients. Firms around the world rely on Morningstar for the global breadth and depth of our research because our opinions are independent, our actions are transparent, and we invest for the long term.
Provide the actionable insights your clients need using our easy-to-understand ratings and visuals. Easily communicate current valuations of stocks using our Morningstar Rating. Or use our Morningstar Medalist Rating to guide them through a forward-looking analysis of mutual funds and ETFs. With other ratings like our Economic Moat Rating, Sustainability Rating, and more, you can close the gap between complexity and communication.
Work with our team to choose the type of investment research you need, delivered in the way you want it, whether by feed, via our Direct Web Services APIs, or via our Direct Compass web-based research portal. Use our Intelligence Engine API to combine the depth of our research with the power of AI.
You can illuminate opportunities in an evolving market using trusted insights. You’ll get back time to focus on client relationships, build your business, and empower investor success.
Choose the right investments for each clients’ goals with deep, but digestible analyst insights and ratings.
Financial professionals across the globe lean on our analysis of stocks, mutual funds, ETFs, and much more.
Our research and ratings can help firms navigate complex, changing regulatory environments.
Use our insights and analysis to inform the guidance your clients expect.
Power your workflows and applications with ratings and research delivered via batch feeds.
Use our portfolio analysis and investment research APIs to unlock research and 2,000-plus data points on over 300,000 investments. Configure APIs to search, sort, compare, and analyze investments that meet your users’ criteria. And explore what our Intelligence Engine AI API can do for you.
Want more assistance navigating or utilizing Morningstar’s research? Our Manager Research Services team offers a comprehensive and consultative service to enable firms to extend their research capabilities. Whether you need assistance in evaluating and monitoring your product shelf, custom data reporting or analytics, or a curated list of funds based on your investment preferences, we can help.
