Morningstar’s New Generative AI Index Could Unlock Opportunities in OpenAI and Anthropic for Everyday ETF Investors
What I’m watching now after Morningstar debuted its PitchBook GenAI 20 Index on Jan. 15.
| Ticker |
MORN
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| CIK | 0001289419 |
| SIC | 6282 |
| Sector | Finance, Insurance, And Real Estate |
| Industry Category | Trading |
| Industry Group | Security And Commodity Brokers, Dealers, Exchanges & Services |
| Address | 22 WEST WASHINGTON STREET, CHICAGO, IL, 60602 |
| Website | morningstar.com |
| Phone | (312) 696-6000 |
| CEO | Kunal Kapoor |
| Employees | 12,200 |
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Standardized FinancialsdocsIntrinio provides professional-grade historical financial data. This data is standardized, cleansed and verified to ensure the highest quality data sourced directly from the XBRL financial statements. The primary purpose of standardized financials are to facilitate comparability across a single company’s fundamentals and across all companies fundamentals. For example, it is possible to compare total revenues between two companies as of a certain point in time, or within a single company across multiple time periods. This is not possible using the as reported financial statements because of the inherent complexity of reporting standards. Below is a preview of several data points from each financial statement, as well as a sample of our many calculated metrics: |
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Latest NewsdocsIntrinio provides up-to-date news articles on every US company from various sources. Here are several examples: |
Morningstar’s New Generative AI Index Could Unlock Opportunities in OpenAI and Anthropic for Everyday ETF InvestorsWhat I’m watching now after Morningstar debuted its PitchBook GenAI 20 Index on Jan. 15. Morningstar Launches Generative AI IndexThe Morningstar PitchBook GenAI 20 Index tracks the largest generative AI companies as they move from the private into the public markets. Morningstar Launches First Pure-Play Generative AI IndexCHICAGO, January 15, 2026--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today announced the Morningstar PitchBook GenAI 20 Index. This first-of-its-kind benchmark is designed to deliver exposure to pure-play GenAI companies, tracking eligible names throughout their entire lifecycle as they transition from private markets through public listing. Morningstar Appointed by PIMFA as New Sole Index Series ProviderLONDON, January 14, 2026--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA’s Private Investor Index Series and Equity Risk Index Series. Is Morningstar’s New Retirement Modeling Shift a Subtle Reboot of Its Core Value Proposition (MORN)?Morningstar’s Center for Retirement & Policy Studies recently launched its 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model, a simulation framework built on millions of workplace retirement plan records to evaluate plan design interventions. The research finds that managed accounts could materially improve projected retirement wealth outcomes across different age and income groups, even when plans already use auto-enrollment and auto-escalation. Next, we’ll... |