November 12, 2021

On a company-wide basis, given the focus in the US on advisors, how do you adapt your product set for Europe or other markets where advisors are less prevalent?

We believe that investors are well-served by independent advice, and we have long participated in markets with established communities of independent advisors, like the UK, Australia, India, and South Africa. Regulations and advisor practices vary greatly by market, so we tailor our software, data and investment management services to support the needs of advisors in these markets. The best example of this is our acquisition of Adviser Logic in Australia, which allowed us to address the growing need for financial planning in the market.

For international markets where investors are served directly by larger financial institutions rather than independent or small firm advisors, Morningstar provides enterprise solutions which are embedded into firms’ business functions. Our enterprise solutions include Data Feeds, Research, Index and Investment Management solutions, and software solutions including Morningstar Direct. Our enterprise solutions support the workflow of a wide-range of teams at customer firms, including investment, risk and compliance, technology and client-facing teams. Morningstar solutions serve the top 25 largest international wealth management firms (according to our internal estimates) and help to empower the investor success of their end-clients.

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