Who is Morningstar®?

Realizing that investment research for the average investors was missing, Joe Mansueto founded Morningstar, Inc. in 1984. From its first published product, The Mutual Fund Sourcebook™, to its current offerings, Morningstar is recognized as one of the most trusted names in the investment industry. From individuals looking to make educated investment decisions to financial advisors who use Morningstar’s tools to help them research, analyze, present, and support their investment ideas, people value Morningstar’s independence, breadth of information, and customized services.

Morningstar provides data on approximately 433,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $166 billion in assets under advisement or management as of June 30, 2013.


Morningstar and PEI

Partners in business since July of 2007, Morningstar and PEI have found success across multiple platforms. At the start, Morningstar leveraged PEI’s Teleservices division to grow the sales of their popular investing newsletters. Then in 2009, PEI began working with Morningstar to develop a one-on-one investor education course to help investors learn Morningstar’s methodology and philosophy for investing in stock options. With the success of the Option Investing course, PEI and Morningstar added the Stock Investing and Dividend Investing courses to the curriculum in 2010. In 2011, PEI and Morningstar rounded out their offerings with the launch of the Fund Investing Course.

Each of the courses represent a combination of Morningstar’s vast knowledge in the investing arena—the content for the courses was authored by Morningstar’s newsletter editors—and PEI’s core competency for developing educational programs for real life. All of which continues to make this relationship a natural fit. Today, Morningstar and PEI continue to work very close to expand the relationship, and both look forward to a promising future.

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Morningstar Testimonials

"The Morningstar Investor Education program provides a great resource for understanding companies, their numbers and elements beyond the numbers. Identifying a good company is one thing, knowing when it is a great buy is another. This is where the coaching element really paid dividends for me. I was fortunate enough to have worked with my coach, who has been a great ambassador for Morningstar. His patience and professionalism have been exemplary. He was willing to work with me to develop an understanding of the fundamentals and technical elements of the market and how to look at them.

My skepticism has been answered and can say it has been worth every penny and every hour of my investment. Congratulations on developing an outstanding educational program for investors.”

— Jim C., South Carolina, USA

Jim Testimonial

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