Morningstar was founded to give people the same investing insights that were previously reserved for financial professionals. We have a proud history of advocating for investors’ rights. Our intent has always been: help people like you find a brighter future.
Trusted by millions
We have a 33-year track record, over 5000 staff and offices in 27 countries--including Australia--since 1999. We are trusted by millions of investors with $260 billion in assets under advisement and management worldwide.
Best of both worlds
You shouldn’t have to choose between established or start-up to invest like a pro. We combine the global expertise you only get from decades of experience with the ease and fair pricing you only get from today’s technology.
Our unique approach.
Successful investing is incredibly tough. We’ve honed an approach that’s bold, effective and trusted by millions of people with over $260 billion in assets under advisement and management worldwide*.
* 2016 Annual Report, Morningstar, Inc.
Each Morningstar portfolio is constructed using a multi-stage process—the practical application of our investing principles.
This means your investment draws on our deep global expertise in asset allocation, investment research and portfolio construction.
1. Smarter, active asset allocation
We actively manage your money. This means we only invest in an asset class, industry or company if it makes sense to do so considering the risk and rewards on offer. We believe this helps you to achieve better long-term returns than wholly passive alternatives like exchange-traded funds (ETFs) or Index funds.
2. Cost effective and holistic implementation
We pick smart and cost-effective ways to implement our insights. We use a combination of direct holdings (stocks), exchange traded funds (ETFs), and specialist fund managers to build the best possible portfolio.
3. Aligned with people, not markets
We ignore market noise. We don’t get hung up about keeping pace with an index. Instead we strive to focus on what matters to investors—preserving and growing their savings.
We design each portfolio to keep pace with inflation – the yearly rise in the cost of living – plus an additional target based on the risk you’re willing to bear.
Designed to combat your worst enemy. You.
Procrastination, bad timing and indecision are just three of the behavioural biases that can prevent a person from reaching their goals.
We’ve taken human nature into account:
Behavioural insights are embedded in the way we build our portfolios.
Behavioural research is embedded in our service to you--helping you become your best financial self.
Good investing isn’t just about markets. It’s also about the messy and irratic reality of human behaviour.
We can help you ditch bad habits. In fact, it’s our mission to do so. That’s why we employ a team of behavioural scientists and have built this service with their insights in mind.
Here are just some of the ways we clear your path of behavioural stumbling blocks:
Easy direct debits, to encourage investing before you can spend
Our proprietary Wealth Forecasting Engine encourages you to invest by making it easy to see how small increases in your monthly contribution can have a big impact on your returns over time.
A mobile-first approach, to simplify the mechanics of investing and make it part of your busy life.
Plain english communications, to help you make smart decisions faster.
Jamie leads the 150 financial services professionals who work here at Morningstar Australasia.
He has over twenty years’ experience in the financial information and research industry, with management roles spanning product, operations, sales and technology.
Jamie is driven by our mission to help investors reach their financial goals.
Andrew leads the team that constructs and manages our portfolios. He brings 22 years of global experience to his role.
Passionate about our value-based philosophy, Andrew ensures that decisions about our portfolios are driven not by sentiment,
but by deep independent research into corporate earnings, profit margins and company data in each asset class.
Jason’s role is to make sure your complete experience is delightful.
He works across all our key teams - Investment Management, Product Design, Engineering and Customer Service - to ensure we’re making smart enhancements to better help investors reach their financial goals.