Morningstar Inc is a provider of independent investment research to financial advisers, asset managers, and investors. The company focuses its operations on two core sectors: data and research. It offers data on investments such as mutual funds, stocks, exchange-traded funds, closed-end funds, separate accounts, and variable annuities. Further, the company tracks real-time market data of equity, derivative, currency exchanges, and other investments. In its research operation, Morningstar offers analyst research on passive and active mutual funds, alternative funds, and college saving plans. Morningstar's majority of the revenue is generated in the United States of America.
Provider of global software, institutional research and investment advisory services intended to merge quantifiable information from multiple data sources and manage forecasts into risk and return estimates. The company provides a steady pipeline of investment opportunities by offering statistical portfolio rebalancing technology, investment methods, asset allocation software and patented portfolio optimization, helping institutional investors maintain their profitable portfolios.
Provider of an automated fund operations platform intended to enhance the efficiency of fund management for financial institutions. The company offers features such as a robust event-driven accounting system, powerful portfolio management tools, customizable data rooms for secure document sharing, and immediate reporting capabilities, enabling fund administrators and investors to streamline operations, improve communication, and make informed decisions while fostering a collaborative environment that enhances trust and transparency in financial dealings.