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Morningstar Launches Direct Indexing Combining Market-Leading Technology and Investment Management

PR Newswire - Tue Nov 1, 2022

New Offering Enables Portfolios to Be Tailored to Investors' Unique Needs

CHICAGO, Nov. 1, 2022 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, announced today that Morningstar Wealth launched Direct Indexing, an investment offering that draws from industry-leading research, technology, and insights across the Morningstar organization to help deliver greater personalization, automation, and tax efficiency for advisors and their investors. Morningstar Direct Indexing is unique in uniting extensive in-house capabilities—Morningstar's Investment Management, Morningstar Indexes, Morningstar Sustainalytics, and Morningstar Equity Research—to create and manage personalized investment strategies at scale. Direct Indexing portfolios will be made available through the Morningstar Wealth Platform to start.

Read more at prnewswire.com

Provided Content: Content provided by PR Newswire. The Globe and Mail was not involved, and material was not reviewed prior to publication.

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