Morningstar is a multinational company with 65,438+0,900 members in the United States, Canada, Europe, Japan, South Korea, Hong Kong, Australia, New Zealand and China, providing global investors with more than 260,000 kinds of fund and stock investment data and information and analysis tools. Morningstar itself does not invest in funds and stocks, which is the primary guarantee to highlight the independence and objectivity of its rating and analysis. Morningstar focuses on helping individual investors make correct investment decisions, and through objective and comprehensive analysis and comparison, helps them determine a complete investment plan that meets their individual needs and characteristics. Morningstar has proved its successful experience in the past 20 years, with a world-class research and analysis team and hundreds of senior software developers and professional page designers.
Products and Services Morningstar is an innovative pioneer in the field of investment research. In some aspects, Morningstar's products and methods have become the industry standards, such as Morningstar rating, investment style frame, category rating and so on. These tools are not only professional, but also easy to use, which can help investors make wise investment decisions.
Authorization data and tools
Morningstar license data
Fund supermarket authorization tools and information (Morningstar authorization tools &; Content)
software platform
Chenxing Investment Consultant Workstation (Consultant Workstation)
Morningstar Global Investment Research Platform (Morningstar Direct)
Asset allocation software EnCorr
Fund evaluation
Evaluation and Guide (Introduction to Morningstar Investment &; Guide)
Investment Advisory
Consulting services (institutional investment consulting)
other
Morningstar Index Products (Morningstar Index)
Advertising and sponsorship of Morningstar website (Morningstar website)
Morningstar overseas publications (Morningstar publications)
Morningstar's brand has been recognized and trusted by many institutions and individual investors-your end users. According to the investigation report of the US Securities Regulatory Commission (SEC), one third of investors in the United States know the brand Morningstar. According to the survey results of The Wall Street Journal, Morningstar ranks first among the fund research and evaluation institutions in the United States. Investors trust and rely on the data and information of Morningstar, which guides investors' investment opportunities.
The first time Morningstar entered China, it attracted investors' attention. On March 15, 2004, Morningstar launched the China Fund Performance Ranking, which caused a sensation in the industry. In the past four years, Morningstar has launched the "Morningstar China Fund Award" in 2003, 2004, 2005 and 2006, and its independence and objectivity have been recognized by investors.
Methodology Morningstar insists on analyzing the fundamentals of securities and assets. The analysis of funds and insurance products will be traced back to the specific securities in their portfolios. Morningstar does not predict short-term market fluctuations and trends such as stock prices, but determines whether its market price deviates from its own value by calculating its true intrinsic value. In terms of investment and financial planning, Morningstar believes that individual investors should understand the process and principles of investment and consider investment strategies and behaviors at the portfolio level. Because whether you can achieve the financial goals suitable for your personal situation and requirements is the only criterion to measure the success of your investment.
Technology Over the years, Morningstar has continuously invested in resource development technology, and there are more than 300 IT engineers around the world, focusing on developing software products and upgrading existing tools. When many other organizations were still using DOS system, Morningstar was the first to use Internet tools to develop application software. Morningstar's technology emphasizes flexibility and practicality, allowing users to get a better investment experience.
Corporate culture Morningstar advocates equal and free corporate culture. All the employees in the new office building of Chicago headquarters don't have a closed office, including the CEO himself who has a desk in the open office like ordinary employees, which fully embodies the equal and open culture of Morningstar. Compared with other financial enterprises, the company has more activities, including terrace parties, quarterly team activities and year-end dances on the roof of Chicago headquarters office in summer. The relaxed corporate culture is completely different from the traditional serious rigidity of the financial industry, attracting many talented employees.