About Us
Our Values
Morningstar has a set of six core values that lie at the heart of everything we do. We use these core values to formulate our strategies and guide our business decisions, and we expect every employee to embrace and embody these values throughout the course of business each and every day.
- Investors First
Putting investors’ interests above all else is the foundation of our company. We believe that our strength comes largely from the faith that investors have in us. Whether we’re reaching investors directly or through advisors and institutions, our ultimate goal is to help the individual investor.
- Great Products
We don’t settle for good. By excelling in research, design and technology, we strive to create industry-defining products that delight our clients and eclipse the competition. Our products must be insightful, innovative, beautiful, and useful, and the service we provide should be as great as the products we create.
- Great People
We want people who are smart, hard-working, curious, creative, and passionate about their work. We encourage employees to learn and grow throughout their careers. Every person here matters and contributes to our success. We go out of our way to attract, retain, challenge, and reward great people.
- Uncompromising Ethics
Morningstar is successful because investors trust us. We must always approach our work with absolute integrity and independence. We expect all employees to adhere to the highest ethical standards at all times, even if it costs us business.
- Entrepreneurial Spirit
We believe companies should always grow. Our entrepreneurial roots continue to inspire and guide us as our business expands and matures. We value independent thinking, nimble decision-making, and creative, unconventional solutions.
- Financial Success
We believe that when we pursue our mission of empowering investor success, financial success will follow. This allows us to reinvest in our business, build long-term shareholder value, and further our work of helping investors
Working At Morningstar
We believe companies should grow, but never grow stale. We’ve built a place that keeps moving with benefits and perks to match.
- Great People
Join a diverse community of great people who support their peers and their communities.
- Grow With Us
We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar.
- On-The-Job Learning
Choose how you want to learn with our signature programs, tuition reimbursement, and educational stipends.
- Generous Benefits
We’re investing in your future with benefits like health and well-being programs, paid parental leave, dependent care, retirement plans and flexible spending accounts.
- Total Rewards
We recognize exceptional work with programs like our shared ownership plan and rewards such as equity and annual bonuses.
- No Corner Offices
Say yes to collaboration. Our offices were designed to be open and egalitarian where ideas are shared freely.
Diversity, Equity, and Inclusion (DEI)
What We Believe
Today, we recognize diversity, equity, and inclusion as integral to our mission and inextricable from our actions. From examining our internal policies and practices to hiring and advancing a more diverse cohort of colleagues mobilizing our research capabilities to deepening our education and understanding, we’re committed to leveraging our partnerships, platforms, and position to redefine outcomes, advance positive change, and lead by example.
Thinking Ahead
We're committed to putting our expertise to work for investors. Whether it’s exploring investor behavior or positing an idea that could change our industry for the better, we’re using research and thought leadership to drive positive change, taking decisive action to mitigate the wealth disparities that exist across race, gender, immigration status, and more.
Explore our latest research here.
Increasing Access
From mentorship to sponsorship to professional networks, we know that no one does it alone. Through our four pillar programs, we’re actively working to reshape the DEI landscape in our industry from the inside, out.
- Residency Program: Residency offering full-time experience for participants completing their bachelor's degree.
- Returnship Program: Internship welcoming experienced workers seeking to reenter the workforce after two or more years.
- Development Program: Hiring and development program that teaches entry-level employees professional and job-based skills, preparing them for long, successful careers with us.
- Reverse Mentorship Program: Program exposing our senior leaders to different perspectives, informing behavioral changes rooted in empathy for an experience beyond their own.
Creating Opportunity
We're proud to partner with Investment 20/20, the Greater Chicago Food Depository, the Anita.B.org Grace Hopper Celebration, and other outstanding community and industry partners to advance DEI in the financial sector.
You Belong
Morningstar's employee resource groups (ERGs) offer our colleagues a safe, inclusive space to learn and socialize; to celebrate and explore; to raise awareness and to lift each other up. Whether you’d like to join us for a cultural celebration, learn about career development opportunities, or participate in a panel discussion, we’re here to welcome you.
- Morningstar Allies
- Morningstar Learning & Living Diversely
- Morningstar Latinx & Hispanic Community
- Morningstar Black, Caribbean & African American
- Out at Morningstar
- Morningstar Women's Initiatives
- Morningstar Indian Affinity
- Morningstar Sustainability Network
- Morningstar Women in Technology
Visit Morningstar's Diversity, Equity & Inclusion site to learn more about how we put this into practice.
Our LGBT+ / Inclusion Network
Out at Morningstar is committed to building connections across Morningstar’s lesbian, gay, bisexual, transgender, and queer (LGBTQ+) community and their allies. We provide opportunities for development, networking and community involvement to help LGBTQ+ employees achieve their highest potential, thereby driving Morningstar’s business through diversity in thought and skills. This group is open to all employees who wish to participate.
