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Biography

Content

Total articles 46

• Available on paid plans

  Fixed Versus Floating: The Great Income Debate

  By Brian Moriarty

  Apr. 09, 2025

• Available on paid plans

  New Private Credit Funds Want Your Money. Here’s Why You Should Be Cautious

  By Brian Moriarty

  Mar. 28, 2025

• Available on paid plans

  Will the SEC Force Changes in the SSGA Apollo Private Credit ETF?

  By Brian Moriarty, Eric Jacobson

  Mar. 11, 2025

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Company Info

Morningstar

Morningstar, Inc. is a leading financial services firm based in Chicago, Illinois, founded in 1984 by Joe Mansueto. The company started with a modest investment and has since grown into a billion-dollar enterprise with over 10,000 employees. Morningstar's mission is to illuminate investment opportunities for stakeholders, reflected in its name, which is inspired by a line from Henry David Thoreau’s *Walden*. Morningstar offers a range of services, including independent investment research, data solutions, investment management, retirement solutions, and software technology. Their investment research includes analysis of mutual funds, ETFs, stocks, and alternative investments, along with proprietary ratings. The firm serves a diverse clientele, including individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors across various global markets.