Morningstar, Inc.
Morningstar is a leading investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools to empower investor success.
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Morningstar, Inc. customer service
Use any of the convenient means below to contact Morningstar, Inc. customer service.
| Phone | (800) 866-3472 |
| Web | https://www.morningstar.com/help-center |
| [email protected] |
Morningstar, Inc. jobs
Elevate your career at a place where your ideas are welcome, your voice is heard and your contributions are rewarded. As a Morningstar teammate you can expect transparency in decision making, the independence to bring your unique perspective to the conversation, and the support of an organization that empowers your long-term success as much as we do our clients'.
View current Morningstar, Inc. jobs
Headquarters
22 West Washington Street
Chicago, Illinois 60602
(312) 696-6000
[email protected]
Returns
What is the return window?
Pre-paid subscriptions are non-refundable and you will remain responsible for any remaining prepaid charges to your credit card until your then current Investor Service subscription period ends.
How will I receive my refund?
If you cancel your Investor Service subscription at any time after your trial period expires, your subscription will continue in effect until the next anniversary of the effective date of your paid subscription, with monthly subscriptions ending at the next monthly anniversary and annual subscriptions ending at the next annual anniversary.
Are there any items that are non-returnable?
Pre-paid subscriptions are non-refundable. All subscription services fall under this policy.
Editor's Take
So here's the thing about Morningstar-it's basically the investment world's report card system, but way more sophisticated than that sounds. Founded by Joe Mansueto in 1984 from his one-bedroom Chicago apartment with an initial investment of US$80,000, Morningstar, Inc. is an American financial services firm that provides an array of investment research and investment management services.
What makes them fascinating is how they've become this massive influence in finance. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential in the asset management industry, and a positive or negative recommendation from Morningstar analysts can drive money into or away from any given fund. That's serious power right there.
And they're not small potatoes anymore. Through its asset management division, the firm currently manages over US$295 billion as of March 31, 2023. But what's really cool is their origin story-the name Morningstar is taken from the last sentence in Walden, a book by Henry David Thoreau; "the sun is but a morning star". Kind of poetic for a financial company, right?
The company has been on quite the acquisition spree lately. In 2019, Morningstar acquired the world's fourth largest credit rating agency DBRS for $669 million, and in 2020, Morningstar entered into an agreement to acquire Sustainalytics, a research and ratings firm specializing in environmental, social, and governance (ESG) insights. They're clearly not just sitting still.
What's particularly interesting is how they've positioned themselves as the go-to source for investment ratings and analysis. Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. They've built this reputation where their star ratings actually matter to where money flows in the market.
Their business model is pretty straightforward but effective. They sell different types of products and services to both investment professionals and individual investors, usually sold through license agreements or subscriptions, with their investment management business generating asset-based fees calculated as a percentage of assets under management.