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Empowering Investor Success in our Unprecedented Times

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Hi everyone,

I hope this finds you and your loved ones well and safe, wherever you may be. We are focused on getting you the information you need to serve your clients, colleagues and investors to the best of your ability in these unprecedented times. To that end, we will begin publishing daily posts here with links to content that our product and market experts have prepared to help you get the most use out of your Morningstar products, regardless of where you are. We encourage your feedback and any ideas for what could help support you better in our shared focus on empowering investor success. Please add your comments and questions below.

To begin, we invite you to read the letter from Kunal Kapoor, Morningstar Inc.'s CEO, here.

As Kunal mentions, "We are also committed to ensuring that we maintain business continuity and 100% operational integrity. You should expect no disruption of service." We understand that for most of you our products are mission-critical to your businesses and we remain committed to serving you the best we can. Here's what we've prepared today. We look forward to sharing more updates tomorrow and beyond.

Tips for Working from Home:

Access the latest market analysis and research from our 350+ global analysts:

  • Bookmark this page on for our latest expert updates.
  • Tuesday, our analysts held a panel discussion on the impact of novel coronavirus on financial markets. Hosted by Christine Benz, our panelists covered the mutual fund outlook, the luxury good and travel retail industry, COVID-19 scenarios on the global economy, and shared information on how Morningstar’s investment management group is looking at our Managed Portfolios. The webinar was well received with over 5,500 of your peers in 69 countries registering to watch live or receive the recording. To access the webcast yourself to hear from Karen Anderson, Preston Caldwell, Russel Kinnel, Jelena Sokolova, and Jeff Wagner, watch the recording 


  • We’ll continue to share information from our experts on navigating investing during novel coronavirus through our weekly webinar series. Our next webinar is Thursday, March 26 on investor education. Since the financial crisis, the world has created over a decade’s worth of new investors and advisors who have never experienced a period of market disruption like this. In response to the outbreak, Morningstar’s research team has put together an all-star panel of experts to discuss investor education and guidance for making sound decisions amidst current market volatility. Join Karen Wallace, Director of Investor Education at Morningstar and Joe Saari, Head of Product at Financial Fitness group to identify investing opportunities in the current market volatility and learn about our free online investment education tools tailored specifically towards navigating the current environment. You can register here 

In our Research Portal

For Morningstar Direct Users:

  • To support you during the present market volatility, we’ve built a scenario for COVID-19 in our global risk model. Though Macro-Financial scenarios are part of our advanced risk model tools, we want to provide you with the ability to identify, assess, and forecast the amount of risk in your investments with a free trial to the advanced risk model. Learn more about how to use our advanced risk modeling capabilities in this short video (see also @M__ScottBurns post)


Thank you all for being our clients! Please let us know how else we can support you in the comments below.