Morningstar, Inc..
MORN.US | Other information service activities n.e.c.
Morningstar, Inc. is a leading provider of independent investment research and data. The company offers a wide array of products and services, including investment data, research reports, investment management services, and software tools for financial advisors and institutions. Morningstar's primar...Show More
Better Health for All
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No evidence available to assess Morningstar, Inc. on Better Health for All.
Fair Money & Economic Opportunity
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Morningstar has created a six-part curriculum focused on personal finance and financial literacy, designed to help students deepen their understanding of economics and personal finance.
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This curriculum is intended to be accessible to teachers, facilitators, and those interested in learning how to save and invest for the future.
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The curriculum is divided into six modules covering topics such as Earning Income, Buying Goods and Services, Saving, Using Credit, Financial Investing, and Protecting and Insuring.
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The company's CEO supports its involvement in improving financial literacy.
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Morningstar's core business does not involve offering lending or deposit services to consumers, nor does it directly manage customer finance data or operate financial service access points.
Fair Pay & Worker Respect
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No specific quantitative data was found in the provided articles for any of the KPIs related to Fair Pay & Worker Respect. Information regarding living wage coverage, CEO-median pay ratio, collective bargaining share, safety incident rate, pay equity ratio, worker engagement score, turnover rate, labor violation incidents, insecure contract share, or health insurance coverage was not explicitly stated or quantifiable against the rubric's thresholds.
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While provided estimated salary data and employee satisfaction with pay and benefits, it did not offer the specific metrics required by the rubric, such as a clear CEO compensation for ratio calculation, a general employee engagement score, or a percentage of health insurance coverage.
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Fair Trade & Ethical Sourcing
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Morningstar, Inc. is a provider of investment research, data, and software tools, and its core business does not involve the procurement or trade of physical commodities. Therefore, KPIs related to fair-trade certifications and high-risk materials sourcing are not applicable to its operations. No specific quantitative data was found for other ethical sourcing KPIs.
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Honest & Fair Business
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Morningstar, Inc. has an effective whistleblowing mechanism, including a 24/7 ethics hotline available in multiple countries, and prohibits retaliation against those making good faith complaints.
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Employees receive annual training on this policy.
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The company has had one minor financial restatement in the past five years, related to the recalculation of its indexes if an inaccuracy is identified.
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For customer or stakeholder ethics complaints, critical issues are responded to within one business day, and standard issues within three business days.
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Morningstar states a zero-tolerance approach to bribery and corruption, with a policy that covers the U.S. Foreign Corrupt Practices Act of 1977 and the U.K. Bribery Act of 2010.
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However, the policy's training frequency and effectiveness metrics are not specified. Morningstar Indexes engaged its Internal Audit Services to perform an independent assessment of its compliance with IOSCO Principles for Financial Benchmarks as of January 1, 2022.
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The Index Oversight Committee may also appoint an independent external auditor to periodically review adherence to methodologies.
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Kind to Animals
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Morningstar, Inc. (MORN.US) is an investment research and data provider. Its core business model is service-oriented and does not involve animal-derived products, animal testing, animal husbandry, or direct impact on wildlife habitats. The provided articles primarily discuss 'Morningstar Farms' (a food brand) and its parent companies (Kellogg, Kellanova, Mars), which are distinct from Morningstar, Inc. (MORN.US).
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Articles specifically about Morningstar, Inc. describe its role in analyzing other companies' ESG performance, including animal testing, but do not provide data on its own animal welfare practices.
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Therefore, all KPIs related to direct animal welfare practices are not applicable to Morningstar, Inc.'s own operations.
No War, No Weapons
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No specific, concrete data points were found in the provided articles for Morningstar, Inc. (MORN.US) that are relevant to any of the 'No War, No Weapons' KPIs. The articles either discuss general ESG methodologies, other defense companies (e.g., RTX, BAE Systems, Lockheed Martin), or industry trends, without providing direct evidence for Morningstar's operations, policies, or investments related to arms, defense, or peacebuilding initiatives. Articles incorrectly associating Lockheed Martin with the MORN.US ticker were disregarded as not pertaining to Morningstar, Inc.
Planet-Friendly Business
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No specific, concrete data points were found in the provided articles regarding Morningstar, Inc.'s own environmental performance across any of the Planet-Friendly Business KPIs. The articles primarily discuss Morningstar's products and services related to ESG ratings and climate solutions for investors, general industry trends, or regulatory changes, rather than the company's internal environmental metrics or initiatives.
Respect for Cultures & Communities
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No evidence available to assess Morningstar, Inc. on Respect for Cultures & Communities.
Safe & Smart Tech
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No evidence available to assess Morningstar, Inc. on Safe & Smart Tech.
Zero Waste & Sustainable Products
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The provided articles do not contain specific, quantitative data points or concrete actions related to Morningstar, Inc.'s operational waste management, product recyclability, packaging sustainability, or other zero waste and sustainable product initiatives. describes a tomato processing company, which is not Morningstar, Inc.
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Articles and discuss Morningstar, Inc.'s focus on ESG factors in its investment research and reporting practices, such as publishing an Environmental Statement and a Corporate Sustainability Report, but these do not provide measurable data for the defined KPIs.
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