Morningstar | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights

Morningstar is a leading investment research company based in Chicago, IL, providing independent insights and analysis on mutual...


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Morningstar is a leading investment research company based in Chicago, IL, providing independent insights and analysis on mutual funds, ETFs, stocks, and other investment offerings. The company serves a diverse range of market participants, including individual and institutional investors, financial advisors, and asset managers, with a mission to empower investor success through actionable insights and comprehensive data solutions.

Website
Headquarters
Chicago, IL
Size
10,001+ employees
Industry
Financial Services
Specialities
Investment research

🛍️ Morningstar Product and Pricing News →

👔 Morningstar CEO, Management and Leadership Team →

⚔️ Morningstar Alternatives and Competitors →

💼 Morningstar Hiring and Layoffs →

🤖 Morningstar Developer, Integration and Automation News →

📈 Morningstar Financials, Fundraising and Valuation News →

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🛍️ Morningstar Product and Pricing News

  • Morningstar released the latest Advisor Toolkit offering portfolio options from Value to Growth.
  • Morningstar is integrating AI responsibly and strategically to enhance value for investors and financial actors, with solutions like their Intelligence Engine and digital assistant 'Mo'.
  • Morningstar collaborated with Aspen FSP and DCIIA to release a report on 401k savings.
  • Morningstar's Advisor Workstation has been recognized as a Leader in Small Business, Mid-Market, and Enterprise categories for Financial Research & Portfolio Management Products.
  • Dave Sekera, Chief US Market Strategist, and Preston Caldwell, Chief US Economist at Morningstar, will discuss market valuation and GDP forecasts on January 15th.

  • Morningstar's research found that Japanese active funds rarely outperform index fund averages across many asset classes and categories.
  • Morningstar is hosting an in-person event with ValueLine at the Thomas Yoseloff Business Center in New York on December 17, 2024.
  • Morningstar's new research advises new retirees to adopt a conservative approach to retirement spending.

👔 Morningstar CEO, Management and Leadership Team


⚔️ Morningstar Alternatives and Competitors

  • Bloomberg, L.P.
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  • MarketWatch, Inc.
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  • Thomson Reuters Corp.
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  • Envestnet
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  • AlphaSense
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  • Moody's Analytics
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  • fool.com
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  • fidelity.com
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  • bogleheads.org
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  • zacks.com
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  • FactSet
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  • YCharts
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  • S&P Capital IQ
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  • LSEG Eikon
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  • PitchBook
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  • AlternativeSoft
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  • Carnivore Trading
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  • StockMarketEye
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  • Simply Wall St
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  • GuruFocus
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  • Intrinio
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  • Stock Rover
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  • InfoTrie
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  • Exchange Data International
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  • Finnworlds
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  • Cbonds
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  • LexisNexis Legal & Professional
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  • The Vanguard Group

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💼 Morningstar Hiring and Layoffs

  • Morningstar is currently hiring for the position of Vice President, Credit Ratings, US ABS (Consumer Commercial Esoteric) in the United States.
  • Michael Laughlin, CFA, FRM has left Morningstar as the Head of Portfolio Specialist Team in the United States to join Janus Henderson Investors as the Director, Active ETF Product Strategist.
  • Morningstar is currently hiring for the position of Global Credit Research Lead in the United States.
  • Doug Hope has left Morningstar as Director, Advice Software Solutions in Australia to join Zenith Investment Partners as Business Development Manager.
  • Morningstar employees raised $954,500 for food security, environmental action, and financial inclusion initiatives in the Global Giving Drive 2024.

  • Morningstar offers a salary range from £40,974 for a Software Engineer in Canada to £166,016 for a Software Engineering Manager in the United States, with RSUs vesting over four years.

🤖 Morningstar Developer, Integration and Automation News


📈 Morningstar Financials, Fundraising and Valuation News

  • Morningstar analysts consider Ocado significantly undervalued after its shares lost nearly 60% in 2024, presenting a potential buying opportunity for new investors.
  • Morningstar Sustainalytics reported a decline in ESG fund inflows during the first nine months of 2024.
  • Morningstar reported a record net inflow of €50.6 billion for long-term funds domiciled in Europe, with passive equity funds performing particularly well.


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