Morningstar - News, Articles & Research

Company announcement/sustainable

Pimfa and Morningstar invite fintechs to join ESG techsprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, has today (5 March 2024) launched its latest ‘Tech Sprint’ this time focused on Environmental, Social and Governance (ESG) factors.

05 March 2024

News/wealth

PIMFA WealthTech and Morningstar launch 'Duty of Care' tech challenge

The technology arm of trade association PIMFA has teamed up with Morningstar to launch a 'Duty of Care Tech Challenge' that will bring together the fintech and wealth management sectors in an effort to find ways of ensuring consumer duty rules are met.

11 May 2023

News/sustainable

Sustainable Finance Live hackathon winners announced

At Sustainable Finance Live last week, a concurrent hackathon was held alongside the keynotes and panel sessions.

05 December 2022

Company announcement/sustainable

Morningstar adds XDI climate data to Sustainalytics platform

XDI's award-winning physical climate risk analysis of companies and their operational assets will now be available from Morningstar Sustainalytics, a leading global provider of ESG research, ratings, and data, with the establishment of a strategic agreement to support risk identification and TCFD reporting.

27 September 2022

Company announcement/sustainable

US Bank taps Morningstar for ESG data delivery

U.S. Bank announced today that it will leverage Sustainalytics, a Morningstar Company and a leading global provider of ESG research and ratings, to offer environmental, social and governance (ESG) data solutions to U.S. Bank Global Fund Services (GFS) clients where independent ESG analytics and reporting services are required.

03 March 2022

News/wholesale

Wealthtech player Tifin raises $47m

Tifin, an umbrella group operating a host of AI-powered fintech businesses in the asset and wealth management industry, has hit a $447 million valuation off the back of a $47 million Series C funding round joined by Hamilton Lane and existing investors JP Morgan Asset Management, Morningstar and Broadridge.

29 October 2021

News/sustainable

Exchanges and index providers join net zero alliance

A collection of credit rating agencies, audit networks, index providers and stock exchanges have launched the Net Zero Service Providers Alliance (NZFSPA) that will commit them to tough greenhouse gas emission targets.

24 September 2021

News/wealth

JP Morgan, Morningstar and Broadridge invest in Tifin

The Tifin Group, an umbrella group operating a host of fintech companies in the asset and wealth management industry, has raised $22.3 million in a Series B funding round joined by JP Morgan Asset Management, Morningstar and Broadridge.

20 April 2021

Company announcement/markets

Morningstar ships market monitoring platform

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the Morningstar Market Monitoring platform, a real-time information and market insights web-based application, designed to empower advisors, traders, and market analysts with the customized set of information they need to make sound financial decisions for investors.

14 January 2021

Company announcement/markets

Morningstar appoints Carne as ACD for new multi-asset fund range

Carne Group, the leading digitally driven industry platform to the Global Asset Management Industry, today announced that Morningstar has appointed Carne Global Fund Managers (UK) Ltd as the ACD for its new range of multi-asset funds.

03 December 2020

Company announcement/wealth

RIA in a Box and Morningstar collaborate for remote advice service

RIA in a Box, a leading provider of compliance, cybersecurity, and registration software and services solutions for the wealth management industry, today announced it has joined forces with industry leaders Morningstar, Redtail Technology (Redtail), and Riskalyze to help new registered investment advisors (RIAs) work remotely and more efficiently in the wake of COVID-19.

03 June 2020

News/sustainable

Morningstar to take over ESG ratings outfit Sustainanalytics

Morningstar is to acquire 100% ownership of Sustainanalytics, a Dutch-domiciled provider of environmental, social, and governance (ESG) ratings and research.

23 April 2020