Morningstar, Inc.

Morningstar, Inc. provides independent investment research services globally, offering web-based tools, investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services. The company also provides investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors.

Products

• Investment research services

• Web-based tools

• Fundamental equity and manager research

• Private capital markets research

• Credit and fund rating services

• Environmental, social, and governance (ESG) rating services