Recent meetings
| Date | Commissioner / Cabinet | Topic | File |
|---|---|---|---|
| 27 Jan 2026 | Elena Arveras Cabinet member | SFDR revision | — |
| 27 Jan 2026 | Didier Millerot Head of Unit | SFDR Review: Market Impact Analysis | — |
| 27 Jan 2026 | Elena Arveras Cabinet member | SFDR revision | SRC |
| 27 Jan 2026 | Didier Millerot Head of Unit | SFDR Review: Market Impact Analysis | SRC |
| 21 Jan 2025 | Tatyana Panova Head of Unit | Benchmark Regulation | — |
| 21 Jan 2025 | Tatyana Panova Head of Unit | Benchmark Regulation | SRC |
Mission & Goals
Morningstar, Inc. is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Today, we offer a variety of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. We also apply our investing expertise to managing assets for clients who prefer to employ the expertise of professional portfolio management teams. Since our founding in 1984, we’ve expanded our presence in global markets where investors need an independent view they can trust. For more information, visit morningstar.com/company.
EU Legislative Interests
Retail: Retail Investment Strategy, Markets in Financial Instruments Directive II, Packaged Retail and Insurance-based Investment Products Regulation, Pan-European Pensions Product Index: Benchmarks Regulation Credit Rating: Credit Rating Agencies Regulation Sustainability: EU Sustainable Finance Action Plan, ESG Ratings, EU Green Bonds Regulation, EU Taxonomy for Sustainable Activities, Sustainable Finance Disclosure Regulation Capital Markets: Savings and Investments Union, Markets Integration and Supervision Package
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
DanSIF, Association for Financial Markets in Europe (AFME), Finlands Sustainable Investment Forum (Finsif), Association Francaise De La Gestion Financiere (AFG), Forum Pour L'Investissement Responsible (FrenchSIF), UN Global Compact, UN Principles for Responsible Investing (UN PRI), International Corporate Governance Network (ICGN), Index Industry Association (IIA), Future of Sustainable Data Alliance (FoSDA), Assogestioni, Forum per la Finanza Sostenible (ItaSIF), Verenigung van Beleggers voor Duurzame Ontwikkeling (VBDO), Norsk Forum for Ansvarlige Og Baerekraftige Investeringer (Norsif), Inverco, Spainsif, Swedens Sustainable Investment Forum (Swesif), Swiss Sustainable Finance (SSF)
Organisation Members
Morningstar, Inc. is a leading global provider of independent investment insights. Our businesses include Morningstar DBRS, Morningstar Investment Management LLC, Morningstar Sustainalytics, Morningstar Indexes, and PitchBook. Morningstar Sustainalytics was previously registered (TR ID: 617147441308-62) and its activities have been encompassed in the Morningstar, Inc. registration since 2023. We conduct our business operations outside of the U.S. through wholly-owned subsidiaries in 32 countries.
Additional Information
Used Freshfields LLP from 1 September 2025 through 31 December 2025.
Connected Legislation