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Morningstar

🌎 morningstar.com

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.

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Morningstar - Latest News and Updates

• 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's Advisor Workstation has been recognized as a Leader in Small Business, Mid-Market, and Enterprise categories for Financial Research & Portfolio Management Products.
• 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.

• 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 reported a record net inflow of €50.6 billion for long-term funds domiciled in Europe, with passive equity funds performing particularly well.
• 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.

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