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Morningstar, Inc. provides independent investment insights, data, research, indexes, credit ratings, and investment-management services for individual investors, financial advisors, asset managers, retirement providers, institutional clients, and market-data redistributors. News about the company commonly covers financial results, product development across the Morningstar Direct Platform, PitchBook private capital market intelligence, Morningstar Credit and Morningstar DBRS, Morningstar Indexes, and Morningstar Wealth and Retirement.
Recurring updates also include integrations that distribute Morningstar and PitchBook research through external platforms, index launches and rebrands, credit-market research tools, awards tied to manager research, completed acquisitions such as CRSP, dividend actions, and governance matters.
Morningstar, Inc. awarded Clare Hart the 'Outstanding Portfolio Manager' title for 2024, recognizing her leadership at JPMorgan Equity Income Fund. The fund achieved a 9.4% annualized gain under Hart's guidance, outperforming its benchmarks. Hart's tenure reflects a strategic focus on reliable dividends and value-leaning sectors, with a reputation for prudent investment decisions.
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