Valuation, Risk & Portfolio Analytics
Morningstar
Verified 25 June 2026
Investment research and data; fund analytics, ratings, benchmarking and portfolio risk across markets.
Global investment-research and data firm providing fund analytics, ratings, benchmarking and risk/portfolio analytics across public and, increasingly, private markets.
Every field below was confirmed against a public source on 25 June 2026. Verification is a check on the data, not an endorsement of the firm.
Jurisdiction
Luxembourg
Service line
Valuation, Risk & Portfolio Analytics
Head office
Chicago, US
Founded
1984
Size
Global (5,000+ staff)
Services
Fund analytics & ratings, Performance & benchmarking, Risk analytics, Market data
Jurisdictions served
Luxembourg, United Kingdom, United States, Global
Client types
Asset managers, Allocators, Wealth advisors, Funds
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