Morningstar, Inc
Budget
€400 — €0
EP Access
0
accredited persons
Staff
4
1.35 FTE
EU Grants
None
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 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
Interests Represented
Promotes their own interests or the collective interests of their members
Member Of
Association of Superannuation Funds of Australia, Australia Financial Services Council (FSC), Responsible Investment Association Australasia, Australia Women in Super, Vereiningung Osterreichischer Investmentgesellschaften (VOIG), DanSIF, European Independent Equity Research Providers (EuroIRP), 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), Emerging Markets Trade Association (EMTA), Financial Information Services Division (FISD), Black Women in Asset Management (BWAM), Women in ETFs, Index Industry Association (IIA), Future of Sustainable Data Alliance (FoSDA), Interfaith Center on Corporate Responsibility (ICCR), International Corporate Governance Network (ICGN), Hong Kong Investment Funds Association (HKIFA), Hong Kong Green Finance Association (HKGFA), Associazione Italiana Private Banking (AIPB), Assogestioni, Forum per la Finanza Sostenible (ItaSIF), Japan Investment Trust Association (JITA), Japan MPT Forum, Japan Corporate Pension Network Council, Japan Investment Advisors Association (JIAA), Japan Pension Fund Association, Korea Financial Industry Association (KOFIA), Verenigung van Beleggers voor Duurzame Ontwikkeling (VBDO), Financial Services Council of New Zealand, Norsk Forum for Ansvarlige Og Baerekraftige Investeringer (Norsif), Investment Management Association Singapore (IMAS), Singapore Fintech Association, Inverco, Spainsif, Swedens Sustainable Investment Forum (Swesif), openfunds, Swiss Sustainable Finance (SSF), The Association of Corporate Treasurers (ACT), Open Savings, Investments & Pensions - The Investing and Saving Alliance (OSIP), Diversity Project IM CIC, The Investment Association Services, Association of Investment Companies (AIC), UKSIF, Personal Investment Management and Financial Advice Association (PIMFA), Financial Data and Technology Association (FDATA), National Society of Compliance Professionals Inc (NSCP), Commercial Real Estate Finance Council US (CRE Finance Council), Education Finance Council (EFC), Fixed Income Analyst Society, Inc (FIASI), International Society of Transport Aircraft Trading (ISTAT), Mortgage Bankers Association, PACENation, Software & Information Industry Association (SIIA), Structured Finance Association, Investment Adviser Association (IAA), Money Management Institute (MMI), Building a Sustainable Investment Community (BASIC), Council of Institutional Investors (CII), US SIF Foundation, American Society of Pension Professionals and Actuaries (ASPPA), Defined Contribution Institutional Investment Association (DCIIA), Employee Benefits Research Institute (EBRI), Institutional Investor DC Institute, National Association of Government Defined Contributions Administrators (NAGDCA), National Association of Plan Advisors (NAPA), SPARK Institute, Women's Institute for a Secure Retirement (WISER)
Organisation Members
Morningstar, Inc. is a leading global provider of independent investment insights. Our businesses include Morningstar DBRS, Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Research Services LLC, Morningstar Sustainalytics, Morningstar Indexes, and PitchBook. Morningstar Sustainalytics was previously registered (TR ID: 617147441308-62) but its activities have been incorporated into the registration of Morningstar, Inc. We conduct our business operations outside of the U.S. through wholly- or majority-owned subsidiaries located in each of the following 31 countries: Australia, Brazil, Canada, Cayman Islands, Chile, China, Cyprus, Denmark, France, Germany, Hong Kong, India, Italy, Japan, Jersey, Luxembourg, Mexico, the Netherlands, New Zealand, Norway, Romania, Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, Taiwan, Thailand, UAE, and the U.K.
Commissioner Meetings
No recorded meetings with EU commissioners.