About

Morningstar Investment Management, Australia

Morningstar Investment Management is Morningstar’s investment management business in Australia. By combining our global expertise in investment consulting, investment management and research, we have been helping investors achieve their financial goals since we were founded in 1977.

We provide investment management and consulting services to institutions, advisers and individual investors.

• Over 35 years experience across Australia, the United States and other international markets
• A strong established team of investment and research professionals, as well as access to global research resources

About Morningstar Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australasia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 479,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 13 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries. The company has operations in 27 countries.

Morningstar has over 170 equity and credit analysts globally, covering approximately 1,600 stocks and 700 debt issuers, as well as 100 manager research analysts covering approximately 4380 funds, making it one of the largest independent research teams in the world.