Investment Research that Pushes Boundaries
Data. It’s built into the DNA of Morningstar. It’s our foundation. As portfolios evolve, our datasets evolve to deliver more meaningful insights. From the portfolio and fund level through to underlying securities, from fixed-income funds and ETFs to private market and ESG data. Enriched by cutting-edge investment research and proprietary analytics, our expansive data empowers informed decision-making.
Expert Insights from Morningstar
Learn how Morningstar data powers investment workflows.
Thematic Funds
As a Senior Research Analyst, Kenneth Lamont specialises in thematic funds. Explore the world of thematic funds, their rise in popularity, inflow trends, and what separates the good from the bad.
Digital Transformation, Personalisation, and Financial Regulations
Learn from Anastasia Georgiou, Director of Client Solutions at Morningstar, why wealth managers need first-class research and insights to address digital transformation, personalise experiences for younger generations, and respond to financial regulations.
Navigating Thematic Funds
As interest in thematic funds has surged, Kenneth Lamont has been instrumental in producing industry-leading investment research into the …
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