This illustrated guide, designed for investment teams, covers how to make investment reports stand out to stakeholders. Whether you’re managing institutional portfolios or guiding individual clients, ...

The next frontier in investing isn’t a new asset class—it’s a new way of giving people access. The rise of private markets is impossible to ignore, we explain in Morningstar’s 2026 Outlook. Since 2015 ...

Morningstar Investment Conference for Financial Professionals ...

After a turbulent 2025 marked by volatility, uneven returns and global uncertainty, Indian investors entering 2026 need to prioritise balance, quality and risk management rather than chasing ...

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its 2026 Outlook, offering an overview of key challenges and opportunities for the year ahead.

Six standardized, distribution‑ready CITs aim to reduce friction, broaden access, and modernize how retirement services are delivered Built on Morningstar’s managed accounts portfolio framework, the ...