Helping Asian Wealth Management Communities interact


Digital & Technology

Company overview:

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.

Morningstar provides data and research insights on a wider range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than USD 200 billion in assets under advisement and management as of 31 December 2016. The company has operations in 27 countries.

Flagship Products:

Morningstar Direct, our cloud-based investment analysis platform built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyse investments, and connect with investors - 

Morningstar Indexes, combine the science and art of indexing to give investors a clearer view into the world’s financial markets. Our indexes are based on transparent, rule-based methodologies that are thoroughly back-tested and supported by original research. Covering all major asset classes, our indexes originate from the Morningstar Investment Research Ecosystem- our network of accomplished analysts and researchers working to interpret and improve the investment landscape - 

Morningstar Market Data Solutions: Morningstar collects real-time pricing data from more than 260 sources around the world, covering a wide range of equity exchanges and indexes, as well as foreign exchange and Treasury markets. Direct relationships with these exchanges mean we can deliver low-latency data feeds -

Key Contacts:

Nick Cheung - Chief Executive Officer, Asia, Morningstar
Email -
LinkedIn -

Peter Dietrich, Head of Business Development, Greater China, Morningstar
LinkedIn -

Shihan Abeyguna, Head of Business Development, Southeast Asia, Morningstar
LinkedIn -

Products & services:

  • • Digital & Technology

Key contacts

Nick Cheung

Chief Executive Officer

Peter Dietrich

Head of Sales, Indexes

Shihan Abeyguna

Head of Business Development, Asia

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