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Behind every reliable AI application is something less flashy, yet far more important: Well-prepared data.

Kenneth Lamont, Manager Research EMEA, Morningstar

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As access to private market investments continues to expand, the real opportunity lies in building transparency and trust alongside it.

Laura Lutton, Global Head of Manager Research, Morningstar

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All Insights Related To Investment Risk Created For The POC. This Is a Very Long Title/Heading For The Filtered Section On The Investment Risk Page. Ideally The Title Will Not Be This Long. This Is Just For Testing How The System Behaves In Extreme Conditions

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Join us on Sept. 23 to see how Morningstar Direct helps investment teams analyze risk exposures, conduct scenario analysis, assess portfolio vulnerabilities, and take action.
Webinar
45 mins

Register Now: Navigate Risk and Volatility with Morningstar Direct

Join us on Sept. 23 to see how Morningstar Direct helps investment teams analyze risk exposures, conduct scenario analysis, assess portfolio vulnerabilities, and take action.
By overlooking human capital, financial advisors might be ignoring an important source of risk at the total portfolio level.
Blog
3 mins

Total Portfolio Approach for Diversified Wealth

By overlooking human capital, financial advisors might be ignoring an important source of risk at the total portfolio level.
Blog
5 mins

Systematic Withdrawal Strategy: Benefits and Risks for Retirement Income

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization.
Blog
5 mins

What Are Custom Model Portfolios, and How Do They Work?

More financial advisors are teaming up with model portfolio providers to use their models as a foundation for customization.
Blog
7 mins

Retirement Income Planning Playbook for Financial Advisors

US utilities are entering their largest investment cycle in decades to power AI data centers. See top stock picks and the risks to watch.
Blog
4 mins

US Utilities Outlook: AI Power Demand Meets Grid Investment

US utilities are entering their largest investment cycle in decades to power AI data centers. See top stock picks and the risks to watch.
Blog
5 mins

2026 Utility Trends: AI, Data Centers, and Renewables

Market downturns can make investors feel out of control, but inaction also comes with a cost. Proven risk profiles can help you reap long-term rewards. Test1
Blog
5 mins

How to Set Investors Up for Success With Risk Profiles

Market downturns can make investors feel out of control, but inaction also comes with a cost. Proven risk profiles can help you reap long-term rewards. Test1
Blog
5 mins

6 Contrarian Investment Ideas

Blog
7 mins

How Financial Advisors Use ESG Data to Build Portfolios

The active management landscape is evolving. Morningstar shares key trends and the value of a niche for investment teams at asset management firms.
Blog
5 mins

The Value of a Niche: Where Active Managers Can Win

The active management landscape is evolving. Morningstar shares key trends and the value of a niche for investment teams at asset management firms.
Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.
Blog
5 mins

Oil and Gas Industry Overview: Reviewing Opportunities

Lower oil prices, shifting supply dynamics, and evolving geopolitical risks are changing the outlook for energy markets.