Morningstar, Inc. (MORN)

業務介紹

Morningstar, Inc. 在北美、歐洲、澳洲和亞洲提供獨立的投資研究服務。該公司提供基於網絡的工具；投資數據、基本股票和經理研究、私募股本市場研究、信用和基金評級、指數，以及環境、社會和治理（ESG）評級服務；以及投資產品，包括管理投資產品、上市和私人公司、固定收益證券和實時全球市場數據，供金融顧問、資產管理公司、退休計劃提供商和贊助商，以及個人和機構投資者使用。它還提供Morningstar Data，一種涵蓋各種數據庫的投資數據，包括股票基本面、管理投資、ESG因素和市場數據；Morningstar Direct，一種投資分析平台；Morningstar Managed Portfolios，一種由模型組合組成的顧問服務，為獨立金融顧問提供服務，並為資產管理公司、經紀/交易商和保險提供商提供資產配置服務；Morningstar Advisor Workstation，一種基於網絡的研究、財務規劃和提案生成平台；以及Morningstar.com，一個針對個人投資者的網站。此外，該公司還提供Morningstar Enterprise Components；Morningstar Credit Ratings，為結構化金融產品和工具提供發行和監控服務；企業信用評估和運營風險評估排名；Morningstar Indexes，用於創建投資產品；Morningstar職場解決方案，如退休賬戶、受託人服務、配置基金和自定義模型；以及PitchBook Platform，用於投資和研究專業人士的研究和分析工作站。此外，其PitchBook還提供移動應用程序、Excel插件、數據提供和數據解決方案。該公司成立於1984年，總部位於伊利諾伊州芝加哥市。

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating services; and investment offerings, including managed investment products, publicly listed and private companies, fixed income securities, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. It also provides Morningstar Data, an investment data spanning various databases, including equity fundamentals, managed investments, ESG factors, and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for independent financial advisors, as well as offers asset allocation services for asset managers, broker/dealers, and insurance providers; Morningstar Advisor Workstation, a web-based research, financial planning, and proposal generation platform; and Morningstar.com, a website for individual investors. In addition, the company offers Morningstar Enterprise Components; Morningstar Credit Ratings that provides issuance and surveillance services for structured finance products and instruments; corporate credit estimates and operational risk assessment rankings; Morningstar Indexes for creating investment products; Morningstar workplace solutions, such as retirement accounts, fiduciary services, allocation funds, and custom models; and PitchBook Platform, research and analysis workstation for investment and research professionals. Further, its PitchBook provides a mobile application, excel plug-in, data feeds, and data solutions. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.

公司網址

https://www.morningstar.com