Morningstar, Inc. is a global financial services firm headquartered in Chicago, Illinois, known for its comprehensive investment insights and analysis. The company offers a wide range of products and services designed to assist investors with managing their portfolios, including mutual funds, ETFs, equities, and fixed income securities. Morningstar is renowned for its investment-analysis platform, Morningstar Direct, and its advisory service, Morningstar Advisor Workstation. Additionally, it provides valuable data and research on the private capital markets through its PitchBook segment, as well as credit ratings, retirement account management, and environmental, social, and governance (ESG) insights through Morningstar Sustainalytics.

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