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 insights in North America, Europe, Australia, and Asia. The Company offers an extensive line 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. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $294 billion in AUMA as of March 31, 2024. The Company operates through wholly-or majority-owned subsidiaries in 32 countries.