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Morningstar, Inc.
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=== Strategy === Morningstar's strategy is to deliver insights and experiences essential to investing. Proprietary data sets, meaningful analytics, independent research, and effective investment strategies are at the core of the powerful digital solutions that investors across its client segments rely on. The company has a keen focus on innovation across data, research, product, and delivery so that it can effectively cater to the evolving needs and expectations of investors globally. Morningstar executes its strategy through four connected elements: its values, its work, its clients, and its brand. The interaction between these four elements has enabled Morningstar to establish a position in the industry that is differentiated from its competition. The company believes that its intangible assets, including the strength of its brand and its unique intellectual property, are difficult for competitors to replicate. Additionally, Morningstar strives to ensure its customers receive demonstrable value from its solutions causing them to be reluctant to undertake the cost of switching to other providers. The company is focused on these four strategic priorities: '''''Deliver differentiated insights across asset classes to public and private market investors''''' Shifting investor needs and expectations, innovative investment approaches and technologies, and a changing political and regulatory environment continue to drive the evolution of the financial services industry. Morningstar remains committed to ensuring that the modern investor is empowered with new data, research, and analytics. This includes: * Expanding its data, research, and analytics to deliver unique, personalized, and impactful insights to investors across asset classes. * Optimizing its advisor platform and service position by driving innovation and delivering exceptional investment solutions—including sustainable options—to advisors, driving great outcomes for the clients they serve around the world. * Providing regulatory and compliance solutions for the wealth, buy-side and asset management segments. * Pursuing actionable information and developing workflow tools to serve core use cases of identifying private market investment opportunities, raising capital, valuing companies and investments, and buying/selling a company. '''''Establish a leading ESG position across each business''''' The Sustainalytics acquisition in 2020 has positioned Morningstar to successfully drive ESG across the investing landscape, which is a pivotal part of the company's long-term strategy. Morningstar remains focused on the growth of Sustainalytics and its ESG ratings, while prioritizing ESG integration across all areas of its business to empower investors with ESG research, solutions, and tools to inform their investment choices. This includes: * Developing ESG solutions for wealth managers, advisors, and individual investors. * Continuing to expand the use of ESG in credit rating workflows, research, and analyses. * Making relevant ESG data points available across its software platforms, enabling users to adopt and seamlessly incorporate ESG into their product creation, monitoring, distribution, regulatory, and advice workflows. * Integrating ESG into fixed income portfolios and workflows, indexes, and products to support investors with their evolving use cases. '''''Drive operational excellence and scalability to support growth targets''''' Morningstar has grown significantly in the last few years, and as it has continued to focus on growth in 2021 and beyond, it is emphasizing execution and scalability in its operations, processes, and technology. This includes: * Creating a secure, robust, and scalable infrastructure that leverages advanced technology in its data, research, and product quality and delivery efforts. * Scaling the demand generation function across Morningstar and driving transformation in global sales. customer success, and customer support functions to improve sales effectiveness. * Scaling corporate systems to create more integrated platforms that enable growth of business areas while reducing legacy system fragmentation. '''''Build an inclusive culture that drives exceptional talent engagement and development''''' Morningstar is committed to investing in talent and building a culture that realizes its DEI goals. The company is successful because of its team, and building an inclusive culture is of one of its top priorities. It is committed to cultivating a diverse culture that maximizes talent and drives innovation. Morningstar's DEI initiatives are embedded in all areas of its business. This includes: * Emphasizing employee activation and education by providing inclusive leadership training to all managers and hosting conferences and speaker series to generate DEI awareness for all employees. * Improving talent acquisition processes by forming strategic partnerships, focused campus recruiting and enhanced interview processes. * Creating company-wide transparency on DEI metrics with employee dashboards and ongoing reviews with leadership.
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