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Data shows that risk tolerance is a consistent personality trait. It doesn't change with market wins or losses.

A solid start for the Morningstar Quantitative Rating

Learn what Morningstar has to say about the state of retirement income. Our latest report tests and compares retirement withdrawal strategies.

Accurate risk profile assessments can help you maintain trust. Here’s a step-by-step guide to ensure your client relationships survive a market crash, including key talking points.

In May 2023, the Morningstar Medalist RatingTM will combine the Morningstar Analyst Rating and the Morningstar Quantitative Rating into one encompassing forward-looking rating.

How did asset classes fare in 2022?

The forces that have driven the active vs. passive fund flows trend show no sign of abating. Morningstar analysts map out these five investing trends.

Direct-sold 529 plans are evolving. College savers can benefit from working with a financial advisor who can help them consider all their options.

Here's a look back at value funds vs. growth funds and their performance in recent decades. Hear from fund managers about their value strategies.

A solid start for the Morningstar Quantitative Rating.

Holdings-based style analysis can provide insights advisors need to guide clients toward constructing a less risky portfolio. Learn five benefits of this approach.

Model portfolios are one of the cheapest ways for investors to buy a professionally managed, diversified portfolio and represent a real bargain vs. mutual funds.

Portfolio diversification protects you from a thief in the night.

Sustainable investing isn’t all or nothing. Explore how advisors can make ESG factors part of their routine.

Morningstar research uses a new model to compare the returns of companies with strong and weak ESG practices.

Financial advisors and asset managers can use our latest data to map country indexes' portfolio sustainability scores and ESG material risk. Here's how.

Morningstar’s thematic funds' taxonomy provides a new lens to value funds with a sustainable focus. Download our report to understand the ESG nuances.

Sector bias explains only some of the record.

A financially empowered person must find a balance between economic stability and emotional well-being. Learn how advisors can help clients manage both.

Research suggests that investors undervalue advisors' behavioral coaching, which could inhibit their ability to market themselves to new clients.

Identify meaningful goals and create a goals-based investment plan for your clients. We created a financial planning list to help advisors start the conversation.

Deepen your understanding of corporate sustainability with this guide from Morningstar. For general readers and financial advisors alike. Download now!

This year, our Corporate Sustainability Report examines how Morningstar is grappling with some of the biggest challenges facing industry leaders.

A trusted, central source of verifiable data to track and understand carbon emissions.

A focus on the future at Morningstar's first public corporate sustainability discussion.

Morningstar signed the U.N. Global Compact in 2021, committing the firm to align our business strategy and operations with the U.N.’s 10 universal principles.

The report examines the firm’s commitment to building ESG data, research, and tools for all investors and prioritizing principles of sustainability in our workplace and the communities in which we operate.

Morningstar’s Climate Transition Plan summarizes our initial approach to executing our organization’s net-zero commitment.

Index licensing fees are declining. Cost consciousness, changing advisor business models, and regulations show that the index industry is ripe for disruption.

New indexes provide a gateway for investors to access growing private equity markets.

The Morningstar Exponential Technologies Index redefines tech investment across the economy.

Advisors who present clients with how they can include sustainable funds in a portfolio and explain exactly what they are can earn clients' trust.

Here’s how to guide client sustainability conversations on community issues and use that insight in personalized portfolios.

Despite the overall growth of sustainable funds, avoiding fossil-free funds requires a closer look. Learn more in this post by Morningstar researcher Jon Hale.

ESG Bond Indexes Reveal How Country Risk Changed in 2020

A Morningstar Index Highlights Corporate Leaders in DEI

Learn what Morningstar has to say about the state of retirement income. Our latest report tests and compares retirement withdrawal strategies

Use a glide path analysis to determine if the retirement target date is a fit. View the sample bubble chart to tell if your plan's investment is right for participants.

How plan sponsors can help investors avoid the cost of naive diversification.

Will a recession happen in the next year? Read our predictions on how inflation and the economy could affect investment portfolios.

Risk assessments only work if they help advisors understand their clients’ true appetite for risk and then match them to appropriate investments.

Don’t let your clients’ emotions interfere with their investing success.

The science behind investment risk profiles can feel fuzzy. No wonder why many financial advisors see risk profiles as another compliance requirement to cross off.

Recession rumblings. Inflation fears. Interest rate hikes. In the palms of their hands, investors have access to market information like never before.

Learn how to leverage the Morningstar Global Risk Model to assess risk exposure for your client's portfolios in this post by equity ratings director Tom Whitelaw. Read more.

How scenario analysis tools can help investors manage financial risk and evaluate returns.

The successor to Morningstar Premium helps investors like you navigate the noise.

Risk-taking investors know they can take control and make smart risks to reach their goals.

We looked at if gender affects investment performance. Here's what we found.