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Employee
Employee

Empowering Investor Success, Through the Market Volatility

At Morningstar we’ve always believed in long-term investing for several key reasons: 

  • We believe that a long-term view helps investors ride out the market’s ups and downs, while taking advantage of opportunities as they come up.
  • Our proven, fundamental, valuation-driven investing process requires a long-term view to deliver superior returns.
  • Using a multi-decade investment horizon aligns with investors’ goals-based behaviors, and how they view their purchasing power over their lifetime.

Recent market volatility, spurred on by the uncertainty surrounding the Novel Coronavirus and oil price disruptions, further underscores the criticality of having a long-term view.  But faced with both a potential humanitarian crisis and the resultant economic fallout, investors are panicking.  

"The best advisors show up when their clients are under duress, and that's how they earn their trust."

Our CEO, Kunal Kapoor, offered this tip at the 2019 T3 Advisor Conference when asked about advisors can show their value and meet the challenges of providing advice in the changing financial landscape. Now is a time where you can prove the value of your advice to investors by calming panic with reminders of the long-term vision, sharing business continuity plans, and keeping an eye out for the opportunities. As of March 9th, you can see how much more opportunity we are seeing now in the market versus just a few weeks ago:                           

 

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Morningstar is committed to be your partner in weathering the COVID-19 financial crisis. We want to make sure that you are aware of the resources available to you as a Morningstar client: 

As always, our service and support teams are here for you. Not sure who to contact?

Morningstar Advisor Workstation:

Go to: https://www.morningstar.com/company/global-contacts for the correct phone number, or email: USEnterpriseSupport-sc@morningstar.com.

Morningstar Direct:

Go to https://www.morningstar.com/company/global-contacts for the correct phone number, or email: morningstardirectfeedback@morningstar.com.

Morningstar Office: 

Contact (866) 215-2503 from 8a–6p CDT, Mon–Fri. or email: officequestions@morningstar.com.

We look forward to continuing to help you empower investor success with great advice.

Scott Burns

Head of Data, Research and Individual Investor Products

Morningstar, Inc.