Digital & Technology
Company overview:
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $286 billion in assets under advisement and management as of Dec. 31, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company.
Morningstar Direct + ESG Data
Morningstar provides investment analysis through the provision of ESG risk assessment, sustainability and impact alignment of companies, funds, portfolios and strategies. Our ESG coverage of 85,000+ funds and 13,000+ companies is the broadest in the industry allowing you to get granular to meet investor preferences for socially-responsible investing.
Our ESG solutions include Morningstar Sustainability Rating, Morningstar Low Carbon Designation, ESG Commitment Level, Impact Metrics, etc.
Request a trial: https://www.morningstar.com/try/free-direct-esg-solutions
Morningstar’s Manager Due Diligence and Selection Services
Investors’ growing appetite for personalization of portfolios has translated into a growing demand for open architecture structures across the model portfolio marketplace. With its global presence and extensive research, Morningstar’s Manager Due Diligence and Selection Services will seek to help. Morningstar can help to create a service customized to your needs with experience across a variety of asset classes. Leverage Morningstar’s rigorous methodologies, independent research, and breadth and depth of experience to signal to investors your dedication towards better-informed fund selection.
For more information please visit: https://www.morningstar.com/products/manager-selection-services
Morningstar Indexes
Morningstar Indexes has been designing modern solutions for 20 years, but what makes us truly unique has been more than three decades in development. Our rich history began in 1984, when Morningstar was founded on a promise to empower investors with data and research that is independent and objective. Over time, our collection of data has expanded considerably—and so has its application. Today, Morningstar Indexes draws on unique IP to unlock an extensive range of emerging opportunities for investors of every kind, while providing a robust institutional beta platform for core investing.
For more information please visit: https://indexes.morningstar.com/
Key Contact:
Shihan Abeyguna, Managing Director Southeast Asia, Morningstar
Email: [email protected]
Alex Yang, Sales Director – Manager Selection and Equity Research Solutions, Morningstar Research
Email: [email protected]
General Information:
- • Digital & Technology
Articles
The latest articles from Morningstar
ESG Investing Surging Globally, but Investors Beware of Greenwashing Delegates at the Hubbis Investment Solutions Forum in September were treated to a tale of both great growth potential and also of caution from Andrew Daniels, Senior Analyst, Manager Research at global investment research and management gro...
Thought Leadership
The latest thought leadership from Morningstar
What’s driving structured products in Asia? At roundtables co-hosted by Morningstar and Hubbis in Singapore and Hong Kong, leading structured product providers list out their main priorities for the year as well as the key trends they expect to see in the coming months.
Videos
The latest videos from Morningstar
Events
The latest events from Morningstar
INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024 Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapore. This was our 10th live event in Singapore for the Independent Wealth Management Community. The event focused on the evolution of Independent Wealth Management in Singapore and more broadly across Hong Kong an...
Event content
The latest event content from Morningstar
ESG Investing Surging Globally, but Investors Beware of Greenwashing Delegates at the Hubbis Investment Solutions Forum in September were treated to a tale of both great growth potential and also of caution from Andrew Daniels, Senior Analyst, Manager Research at global investment research and management group Morningstar. He told the audience of the growth in sustai...
Alex Yang is currently Sales Director of Manager Selection & Equity Research Solutions at Morningstar Investment Management Asia, responsible for the business development of its Equity Research and Manager Research and Selection offerings across Asia. Prior to Morningstar, Mr. Yang worked for several asset management institutions such as Samsung Asset Management and Harvest Global Investments, advising institutional clients on an array of investment solutions including mandates/SMAs, mutual funds and ETFs, and driving investor education initiatives. Previously, Mr. Yang also served several business development roles at Intercontinental Exchange (parent company of NYSE) and S&P Dow Jones Indices, where he was responsible for driving index and ETF-related business in Greater China. Mr. Yang holds a license for Type 4 regulated activity (advising on securities) issued by the Securities and Futures Commission of Hong Kong and a financial advisory license under the FAA issued by the Monetary Authority of Singapore. He also holds a Master’s Degree in Global Communication at the Chinese University of Hong Kong and a Postgraduate Diploma in Investment Management at the University of Hong Kong.
Mr. Shihan Abeyguna is the Head of Business Development for Morningstar Asia. Based in Hong Kong, he is responsible for Morningstar’s business strategy and growth for the Asia region with major focus on key Asian markets. Shihan works with asset managers, banks, insurance companies and financial technology firms to provide data analytics, research, strategic beta and multi asset solutions to help drive their efforts for better investor outcomes. In his 12 years at Morningstar, Shihan has served in several capacities including product, strategy and sales leadership roles. Prior to his current position, he was based in Hong Kong as a Product Manager responsible for product strategy, development, and execution of Morningstar’s data analytics solutions. Before that, he was based at Morningstar’s headquarters in Chicago serving as a Product Manager responsible for the development of Morningstar’s wealth management software solutions. Shihan’s major areas of interest include global asset management trends, wealth management solutions, financial technology and behavioural science. Shihan holds a bachelor’s degree in Economics and Computer Science from Grinnell College and a master's degree in Business Administration from the University of Chicago Booth School of Business.