Recent events
Recent events tied to this brand in public sources.
Back to profile11 entries
2026
Morningstar rolls out agentic AI platform Morningstar Direct AI worldwide
On 7 October 2026, Morningstar announced the worldwide rollout of Morningstar Direct AI, a browser-based agentic AI platform with three agents covering product development, distribution and manager research, built on Morningstar's ratings, research and data. The firm also said it is making its research available inside Claude, Microsoft Copilot and ChatGPT.
2022
Halo Investing announces structured notes tied to Morningstar Wide Moat Focus Index
Halo Investing announced a new structured notes offering tied to the Morningstar Wide Moat Focus Index, providing financial advisors equity exposure to the index with downside protection.
2022
Praemium announced sale of international operations to Morningstar
Praemium announced the sale of its international business operations to Morningstar for a stated transaction value of $65.1 million, subject to completion adjustments. The parties expected completion during Q2/Q3 2022, subject to regulatory approval and other customary conditions.
2021
Morningstar to acquire Moorgate Benchmarks
Morningstar is acquiring Moorgate Benchmarks, a company that develops customized and personalized indexes.
2021
Morningstar acquires Moorgate Benchmarks
Morningstar announced that it acquired Moorgate Benchmarks, which became a wholly owned subsidiary; Moorgate’s employees and capabilities joined Morningstar Indexes.
2021
SEC sues Morningstar Credit Ratings over securities ratings
The US Securities and Exchange Commission sued Morningstar Credit Ratings LLC, alleging that it violated US securities laws in ratings of commercial mortgage-backed securities. Morningstar said it had complied with regulatory requirements.
2020
Morningstar completes acquisition of Sustainalytics
Morningstar, Inc. completed its previously announced acquisition of Sustainalytics.
2020
4U Platform launches digital partnership platform
4U Platform announced the launch of its online platform for collaboration between investment companies and wealth management firms; Morgan Stanley, Morningstar and T. Rowe Price adopted it.
2020
T. Rowe Price receives two 2020 U.S. Morningstar awards
T. Rowe Price announced that it had been selected for the 2020 U.S. Morningstar Exemplary Stewardship Award. The release also states that Jerome Clark received the 2020 U.S. Morningstar Outstanding Portfolio Manager Award.
2020
China Southern Selected Growth Balanced Fund wins Morningstar award
China Southern Selected Growth Balanced Fund won the annual Morningstar Balanced Fund Award, and the report described it as the only fund in the Chinese market to win the award.
2019
Morningstar completes acquisition of AdviserLogic
Morningstar Australasia completed its previously announced acquisition of AdviserLogic, a cloud-based software platform for financial advisers in Australia. AdviserLogic's employees joined Morningstar.