Audiences

Individual Investors 

Individual investors use their portfolios to achieve both near- and longer-term financial goals, including retirement, education, and providing for their families’ futures. Morningstar equips them with transparent data, intuitive tools, and actionable insights to monitor their investments and finances in alignment with their objectives. 

Advisors and Wealth Managers 

Advisors (advisers, in international English) and wealth managers guide clients in designing and implementing financial plans that help them achieve their investment goals. They need reliable and accessible data, research, and tools for a wide range of activities, including goal setting, managing tailored portfolios, and estate/tax planning. 

Advisors who work outside of asset management firms also need investable products and software solutions that enable them to run their practices. Morningstar supports them with actionable insights and products that simplify their workflows and help them to deliver personalized, data-driven advice.  

Asset Managers

Asset managers develop and market investment products, manage portfolios, and create regulation-driven and other reports to meet client objectives. They require deep data coverage across markets, geographies, and asset classes plus robust tools and comprehensive research and insights to make their investment decisions and enable transparent reporting. 

Increasingly, they also need ways to stand out, including strengthening their marketing, competitive intelligence, and advisor behavioral data. Morningstar helps every aspect of their workflow to be simpler and more efficient, empowering them to provide compelling and impactful investment solutions. 

Institutional Investors

Asset owners—including pension funds, insurance companies, sovereign wealth funds, banks, family offices, endowments, foundations, and hedge funds—raise and manage pools of capital and issue reports based on the interests and goals of their stakeholders, often supported by investment consultants and/or institutional asset managers.

They are typically oriented toward long-term investing and need comprehensive data coverage; strategic ratings, research and insights; and powerful risk management tools, all across a broad set of asset classes and investment areas, including debt and private markets, and ESG. Morningstar provides solutions that enable rigorous, timely and efficient decision-making and portfolio management, as well as high-value stakeholder communications and engagement.

Fintechs

Fintech companies innovate through platforms that enhance user experiences and decision-making in a wide range of investment-related areas, including advisor solutions, turnkey asset management platforms (TAMPS), and data aggregation.

They need data, analytics, and insights to continuously innovate, scale their platforms, and build their reputations to compete against incumbents and challengers. Morningstar provides innovative solutions and insights to help fintechs build top-tier, data-driven platforms and digital experiences, expand their networks, and drive value. 

Individual family brands and business units deeply understand their audiences, and they are supported by centers of excellence (COEs) within Central Marketing. These COEs consult with the business in a wide variety of areas, including segmentation, targeting, messaging, market research, research amplification, content strategy, experiential marketing, and events.  

For more information, please email the Brand team.