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  Company Overview

Morningstar is a provider of aggregated financial markets price and quote data, independent global investment, funds research, and markets insights The Company offers a line of products and services for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. Key statistics, coverage and clients: •260,000 open ended unit trusts/mutual funds •51,000 stocks •17,000 exchange traded funds •13,000 closed end funds •2.1 Million privately held company data on Pitchbook Data services includes real time data feeds (see separate profile), indices (see separate profile), and credit ratings

Type of business
Market Data Vendor
North America

  Corporate Details

Date of UpdateUnknown
HeadquartersChicago, Illinois, United States
Market Cap US$5,375 Million
Revenue US$1,179 Million
OwnershipListed: NASDAQ (MORN)
ManagementChief Executive Officer: Kunal Kapoor Chief Financial Officer: Jason Dubinsky Chief Revenue Officer: Daniel Dunn

  Website Analysis

Alexa Rank4,545
TypeMarket Data Vendor
Client CaseUniversal
CoverageGlobal, North America, North America, Latin America, Europe, Middle East, Asia, Australasia
Asset ClassesUnknown
Compliance & RiskYES
Indices & BenchmarksYES
Reference DataYES
Economic DataUnknown

  Key Products & Services

Morningstar Direct: Investment analysis platform for asset managers and financial advisors with global data, real time prices, historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indices, and can integrate in-house and third party data Morningstar Advisor Workstation: Client portfolio management solution with customised reporting, and strategy development scenarios using Morningstar Goal Bridge. Functionality includes data integration, security research and screening, and analysts research Morningstar Credit Ratings: Provides new issue and surveillance ratings for structured finance securities, operational risk assessment services, deal monitoring, and corporate credit estimation

  Business Potential

PresenceGlobal, North America, North America, Latin America, Europe, Middle East, Asia, Australasia
MarketInvestment Banks, Commercial Banks, Asset Managers, Wealth Managers, Financial Advisors, Insurers
CompetitionBloomberg, Factset, IRESS, Refinitiv, S&P GLobal
AvailabilityDirect from Morningstar
Custom Report Enquiry

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