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Morningstar
3.9
based on 1.1k Reviews
Video summary
Company Overview
Company Locations
Working at Morningstar
Company Summary
Morningstar delivers independent investment research and data across global markets, aiding diverse investors in informed decision-making.
Overall Rating
3.9/5
based on 1.1k reviews
3% above
industry average
Highly rated for
Company culture, Work-life balance, Job security
Critically rated for
Promotions
Work Policy
Hybrid
92% employees reported
Monday to Friday
93% employees reported
Flexible timing
78% employees reported
No travel
79% employees reported
View detailed work policy
Top Employees Benefits
Job/Soft skill training
97 employees reported
Health insurance
91 employees reported
Professional degree assistance
86 employees reported
Free meal
55 employees reported
View all benefits
About Morningstar
Founded in1984 (41 yrs old)
India Employee Count1k-5k
Global Employee Count5k-10k
HeadquartersChicago,Illinois, United States
Office Locations
--
Websitemorningstar.com
Primary Industry
Other Industries
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Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data.
Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $203 billion in assets under advisement and management as of June 30, 2018. The company has operations in 27 countries.
Mission: Morningstar’s mission is to create great products that help investors reach their financial goals. We accomplish this by working directly with investors, as well as the advisors and institutions that serve them.
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Morningstar Ratings
based on 1.1k reviews
Overall Rating
3.9/5
How AmbitionBox ratings work?
5
450
4
410
3
143
2
53
1
69
Category Ratings
4.1
Company culture
4.1
Work-life balance
4.0
Job security
3.7
Skill development
3.5
Work satisfaction
3.4
Salary
3.0
Promotions
Morningstar is rated 3.9 out of 5 stars on AmbitionBox, based on 1.1k company reviews.This rating reflects an average employee experience, indicating moderate satisfaction with the company’s work culture, benefits, and career growth opportunities. AmbitionBox gathers authentic employee reviews and ratings, making it a trusted platform for job seekers and employees in India.
Read more
Gender Based Ratings at Morningstar
based on 1.1k reviews
3.8
Rated by 342 Women
Rated 4.0 for Work-life balance and 4.0 for Company culture
4.0
Rated by 735 Men
Rated 4.2 for Work-life balance and 4.2 for Company culture
Work Policy at Morningstar
based on 179 reviews in last 6 months
Hybrid
92%
Work from office
6%
Permanent work from home
2%
Morningstar Reviews
Top mentions in Morningstar Reviews
+ 5 more
Compare Morningstar with Similar Companies
Change Company | Change Company | Change Company | ||
|---|---|---|---|---|
Overall Rating | 3.9/5 based on 1.1k reviews | 3.6/5 based on 1.6k reviews | 3.9/5 based on 1.4k reviews | 3.8/5 based on 2.2k reviews |
Highly Rated for | Work-life balance Company culture Job security | No highly rated category | Work-life balance Company culture Job security | No highly rated category |
Critically Rated for | Promotions | Promotions Skill development Salary | Promotions Salary | Promotions |
Primary Work Policy | Hybrid 92% employees reported | Work from office 86% employees reported | Hybrid 90% employees reported | Work from office 85% employees reported |
Rating by Women Employees | 3.8 Good rated by 342 women | 3.6 Good rated by 371 women | 3.9 Good rated by 420 women | 3.6 Good rated by 402 women |
Rating by Men Employees | 4.0 Good rated by 735 men | 3.6 Good rated by 1.2k men | 3.9 Good rated by 949 men | 3.9 Good rated by 1.6k men |
Job security | 4.0 Good | 3.6 Good | 3.9 Good | 3.7 Good |
View more
Morningstar Salaries
Morningstar salaries have received with an average score of 3.4 out of 5 by 1.1k employees.
Data Research Analyst
(1.5k salaries)
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₹1.7 L/yr - ₹8.1 L/yr
Research Associate
(647 salaries)
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₹3 L/yr - ₹7.5 L/yr
Senior Data Research Analyst
(587 salaries)
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₹3.5 L/yr - ₹8.5 L/yr
Software Engineer
(316 salaries)
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₹6.6 L/yr - ₹17.7 L/yr
Senior Research Associate
(315 salaries)
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₹3.9 L/yr - ₹10.4 L/yr
Senior Software Engineer
(261 salaries)
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₹10 L/yr - ₹28.2 L/yr
Research Analyst
(187 salaries)
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₹2.7 L/yr - ₹7 L/yr
Data Analyst
(152 salaries)
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₹3 L/yr - ₹7 L/yr
Associate - Team Lead
(111 salaries)
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₹4.9 L/yr - ₹13.8 L/yr
Team Lead
(110 salaries)
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₹7 L/yr - ₹18.6 L/yr
Morningstar Interview Questions
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Top Morningstar interview questions and answers
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Morningstar Jobs
Popular Designations Morningstar Hires for
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Morningstar News
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Why an analyst sees the record-setting gold rally headed for a 38% crash in coming years
- Analyst Jon Mills from Morningstar predicts a potential 38% decline in gold prices from the current record highs to $1,820 per ounce in the coming years.
- Gold, favored by investors seeking safe-haven assets amid policy chaos, has reached an all-time high of around $3,080 per ounce.
- Factors like geopolitical uncertainty, economic outlook challenges, and inflation expectations have driven the surge in gold prices.
- However, increasing gold supply due to profitable mining operations and higher recycling rates is predicted to put downward pressure on prices.
- Central banks and investors have shown interest in buying gold to diversify reserves, but signs suggest a potential decrease in demand over time.
- Mills highlights that economic concerns, which temporarily boost gold prices, can quickly reverse, impacting long-term demand trends.
- Gold industry indicators, including high M&A activity and the proliferation of gold-based funds, hint at a nearing peak in prices.
- Many Wall Street forecasts anticipate continued gold price increases, with Bank of America and Goldman Sachs raising their price targets.
Insider | 29 Mar, 2025
Asana CIO on How AI Enhances Workflow Management and Automation
- Asana's AI Studio is revolutionizing work management for its 150,000 customers by enabling the creation of smart workflows with AI agents.
- The company's structured data model, known as the 'work graph,' provides context for AI systems, leading to improved response quality.
- Asana's AI push aligns with the positive ROI seen by businesses investing in AI technologies, with 90% of CFOs reporting favorable returns.
- The company is focusing on orchestrating human-AI workflows through its AI Studio, allowing for more sophisticated business processes.
- Examples of AI implementation include Morningstar speeding up project intake and Clear Channel streamlining its processes with significant efficiency gains.
- Asana itself utilizes AI-powered workflows to enhance sales processes, generating comprehensive account summaries in minutes ahead of client calls.
- Advice from Asana CIO Saket Srivastava for business leaders includes not waiting for perfection and finding the right balance between human and machine capabilities in work processes.
- Srivastava emphasizes the importance of experimentation in adopting AI technologies and leveraging tools like Asana for improved coordination, accountability, and outcomes.
- With AI reshaping work processes, there is a need to capitalize on human strengths like strategy, collaboration, communication, empathy, and emotion.
- In the evolving landscape, building high-performing teams requires integrating communication tools, content tools, and coordination platforms like Asana enhanced with AI capabilities.
Pymnts | 12 Mar, 2025
Morningstar Expands in Private Credit, Structured Finance
- Morningstar announced the acquisitions of Lumonic Inc. and Dealview Technologies Limited to expand its private credit and structured finance offerings.
- Lumonic's platform automates covenant compliance, financial tracking, and AI-driven portfolio analytics, enhancing Morningstar's portfolio monitoring capabilities.
- DealX brings clean and standardized U.S. CMBS and global CLO data, strengthening Morningstar's analytics capabilities in the structured finance sector.
- Morningstar aims to drive transparency and deliver integrated solutions that span investors' full portfolios, meeting the demands of investors in private and public markets.
Intelalley | 5 Mar, 2025
Morningstar Allies with Essentia Analytics
- Morningstar has partnered with Essentia Analytics to bring Essentia’s Behavioral Alpha Score to the Morningstar Direct Platform.
- The Behavioral Alpha Score is a quantitative measure of fund manager decision-making skill that spans seven types of decisions.
- Essentia’s research has shown a link between the Behavioral Alpha Score and predicted future fund performance.
- Morningstar aims to provide deeper insights on the true drivers of investment performance through the addition of the Behavioral Alpha Score to the Direct Platform.
Intelalley | 24 Feb, 2025
The Trump hedge: 4 ways investors are seeking downside protection amid Washington's tariff noise
- Following the volatility and uncertainty created by President Trump's tariffs on Mexico, Canada, and China, investors are exploring a variety of strategies to manage market unpredictability. One popular choice is the defined outcome ETF, which establishes a buffer for losses while capping the upside, costing investors the ability to achieve the full benefit of a bullish market. These have become particularly popular over the past few months, with a preference for ETFs that provide 20% protection over those that offer just 10%. For investors who prefer a more bullish outlook with downside protection, Johan Grahn, ETF market strategist at AllianzIM, recommends ETFs that provide a certain return before paying out.
- Many investors are turning to derivative-based exchange-traded securities to manage risk and capitalise on digitalisation, according to the report. As a result, ETF providers have raced to produce products that are defined by screens such as low volatility, size, quality, momentum, and value. These funds ensure less risk and better performance than traditional methods, such as using futures and swaps. Maria Cosgrove, senior journalist at ETF Stream, explained that the products have made it easier for retail investors to gain exposure to complex factors.
- Ben Fulton, CEO of Web Investments, believes that the unpredictability of tariffs creates anxiety among investors, leaving them unsure of which narrative to support. Some investors prefer to opt for deep protection, making defined outcome ETFs a popular straddle for risk. According to additional Morningstar data compiled by AllianzIM, net flows into defined outcome ETFs rose from $313m to $1.2bn in December and January. However, capping the upside means missing out on potential gains when the market is performing optimally.
- For those not overly concerned with hedging strategies, keeping a position of 18 months or longer is recommended. These investors may want to consider buying into the market during sell-offs. Individuals who cannot wait out troughs or are already retired may benefit from a more risky but protected strategy.
- Derivative-based ETFs have become a popular way of managing market volatility brought about by President Trump's tariff polices towards China, Mexico and Canada. Some investors prefer to straddle both the protectionist and bullish narratives by deploying defined outcome ETFs to manage their downside risk and protect against a recession while momentum continues. These ETFs have surged in popularity from $313m to $1.2bn between November and January.
- According to a report, investors are exploring digital assets to diversify hedge risk. Eighty-eight percent of institutional investors and family offices cite the hedging properties of digital assets as a motivator for seeking exposure, while 86% see them as uncorrelated to other assets. The report suggests that investors see the long-term growth potential and that the space is maturing with increased infrastructure and institutional custodianship.
- Investors are exploring derivatives-based ETFs to manage volatility, according to a Business Insider report. Web Investments CEO Ben Fulton said that while the markets view tariffs as a negotiation tactic, unpredictability creates investor uncertainty. Defined outcome ETFs have grown in popularity with some investors opting for deeper protection and have been described as a straddle for risk. Some investors are opting for digital assets as a diversifying hedge strategy.
- Defined outcome ETFs are proving popular as a means of hedging market turmoil, with several ETFs providing 20% downside protection seeing 10 times more inflows than those offering a 10% buffer, according to AllianzIM, which makes a variety of such products. But while such ETFs could help manage risk, they can also cap upside gains, stopping fully bullish investors benefiting from rallies.
- Capping the upside gains of a defined outcome ETF means missing out on potentially large positive returns when the market is performing well, said Maria Cosgrove, a senior journalist at ETF Stream. Defined outcome ETFs have surged in popularity from $313m in November 2018 to $1.2bn in January 2019, AllianzIM said.
- Investors are adopting defined outcome exchange-traded funds (ETFs) to protect themselves against market risks induced by tariff and trade tensions. Defined outcome ETFs have become more and more popular with investors over the past few months, according to a report compiled by Morningstar and AllianzIM. They cost a bit in gains, as they tend to hedge on the downside up to a certain percentage. However, investors have increasingly sought extra protection, which prompted some providers to issue ETFs that protect up to 20% of downside losses.
- Fearing the unpredictability of President Trump's tariffs on China, Mexico, and Canada, investors are increasingly turning to defined outcome ETFs, with largest net flows to ETFs with 20% downside buffers. Investors are weighing up two competing narratives - Trump's protectionist policies vs the benefits of a growing domestic economy. Whilst costs come at capping upside potential, investors are not completely protected from downside, prompting some providers to produce ETFs that provide loss protection at lower cost and yet no cap on gains once a certain return has been reached.
Insider | 5 Feb, 2025
Morningstar Launches Direct Advisory Suite, a Powerful, Modernized Software Solution for Financial Advisors
- Morningstar, Inc. has unveiled its Direct Advisory Suite, a modern software application designed for financial advisors and investment professionals.
- The Direct Advisory Suite streamlines tasks such as research, portfolio analysis, and client proposal generation, providing a simplified advisor experience.
- The suite is built on the Direct Platform, leveraging Morningstar's data, research, and analytics capabilities to deliver personalized advice to clients.
- Direct Advisory Suite is currently available in North America, with plans to expand into additional markets later this year.
Global Fintech Series | 13 Jan, 2025
Why you shouldn't get caught up in the post-election stock-market frenzy: Morningstar
- Investors should not get caught up in the post-election stock-market frenzy and should stick to their long-term investment plans, according to Morningstar's Dave Sekera.
- Stock valuations are currently at some of their highest levels in 15 years.
- Despite the market's excitement over the election results and the potential for lower taxes and regulations, investors should exercise caution due to expensive valuations.
- Sekera recommends focusing on value stocks and small-caps as the most opportune areas in the market.
Insider | 7 Nov, 2024
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Morningstar FAQs
When was Morningstar founded?
Morningstar was founded in 1984. The company has been operating for 41 years primarily in the Financial Services sector.
Where is the Morningstar headquarters located?
Morningstar is headquartered in Chicago,Illinois.
How many employees does Morningstar have in India?
Morningstar currently has more than 4,500+ employees in India. Finance & Accounting department appears to have the highest employee count in Morningstar based on the number of reviews submitted on AmbitionBox.
Does Morningstar have good work-life balance?
Morningstar has a work-life balance rating of 4.1 out of 5 based on 1,100+ employee reviews on AmbitionBox. 76% employees rated Morningstar 4 or above on work-life balance. This rating reflects the company's efforts to help employees maintain a healthy balance between their personal and professional lives. We encourage you to read Morningstar work-life balance reviews for more details
Is Morningstar good for career growth?
Career growth at Morningstar is rated as moderate, with a promotions and appraisal rating of 3.0. 24% employees rated Morningstar 3 or below, while 76% employees rated it 4 or above on promotions/appraisal. This rating suggests that while some employees view growth opportunities favorably, there is scope for improvement based on employee feedback. We recommend reading Morningstar promotions/appraisals reviews for more detailed insights.
What are the pros and cons of working in Morningstar?
Working at Morningstar comes with several advantages and disadvantages. It is highly rated for company culture, work life balance and job security. However, it is poorly rated for promotions / appraisal, based on 1,100+ employee reviews on AmbitionBox.
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