2020 Financial Performance
①Industry-leading Products and Services
Our innovation drives unique IP and capabilities that differentiate our products and comprehensive solutions
Products/Solutions
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Product Differentiating Examples
Morningstar
Data
Pitchbook
Morningstar
Direct
DBRS
Morningstar
The Morningstar Rating TM for funds (the star rating) enjoys an industry-leading position and remains one of the most well-known pieces of Morningstar
intellectual property.
PitchBook offers private company valuations, including pre- and post-money valuations, and comprehensive data on the entire private investment
lifecycle from early-stage funding to public/private market exit strategy.
Global, multi-asset investment database, including historical portfolio holdings, equities, Model Portfolios, CITS, Separate Accounts, ETFs, indexes,
strategy-level data, ESG data, and fixed-income data
DBRS Morningstar is the world's fourth largest credit ratings agency. In Canada it is a standard-setting industry leader and the company is poised for
growth in Europe and the U.S.
Investment
Management
Morningstar Managed Portfolios offers investment strategies consistent with Morningstar's valuation-based, long-term investment philosophy
Workplace
Solutions
The Morningstar Retirement Manager (MRA) has back-end connections with its record-keeper clients, ensuring data connectivity, security, and privacy.
The platform delivers personalized recommendations to retirement plan participants based on Morningstar's research and Total Wealth methodology
MORNINGSTAR®View entire presentation