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Through new collaboration, joint customers of Morningstar Sustainalytics and Snowflake will now be able to access Morningstar Sustainalytics ESG data over this cloud-based platform.

CHICAGO, July 10, 2024 -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment  insights, today announces that its industry leading ESG data, research and ratings from Morningstar Sustainalytics is now available on the Snowflake AI Data Cloud. This new integration enables Snowflake users who are subscribers to Morningstar Sustainalytics data to access their sustainable investment resources within their Snowflake environments.

This new data distribution relationship for Morningstar Sustainalytics will enable clients to seamlessly integrate data, research and insights directly into their existing workflows alongside other critical inputs. Investors have expressed an appetite to access ESG-related data via cloud-based solutions. Combining the industry leading ESG data, research and ratings offerings of Morningstar Sustainalytics with the wide-reaching Snowflake investment industry ecosystem enables more scalable delivery options.  Morningstar Sustainalytics will more readily meet the growing demand for readily accessible, high quality, up-to-date ESG data sets.

Brian Cullen – Global Commercial Head, Morningstar Sustainalytics

“We are thrilled to join forces with Snowflake AI Data Cloud to deliver our leading ESG offering to a much broader set of clients in an even more meaningful and accessible way. Our objective is to meet our clients where they are by providing our data and insights in a way that is friendly to our clients’ workflows. Designed to integrate into investor workflows, Sustainalytics’ transparent data solutions empower investors with the essential insights needed for managing ESG risks and opportunities with confidence. Alignment with Snowflake is an important step in the continued evolution of our data delivery.”

Sumair Pervaiz – Group CTO, Morningstar Indexes & Sustainalytics

“Driving our goal of implementing innovation, we aim to simplify operations and ultimately enhance our client experience while continuing to maintain operational excellence and rigorous market research and data. We are making active strides to hear our clients by quickly actioning feedback which facilitates financial market efficiencies – providing accurate data as timely and quickly and reliably as possible.”

Tom Gray – Principal, Financial Services Data Collaboration, Snowflake

“We are incredibly excited that Morningstar will be providing its Sustainalytics ESG data via Snowflake Secure Data Sharing. Snowflake and Morningstar Sustainalytics will continue building on our collaboration to help customers benefit from rich content and powerful analytics.”

About Morningstar Inc.

About Morningstar, Inc. 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 solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. 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 $294 billion in AUMA as of March 31, 2024. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X (formerly known as Twitter) @MorningstarInc.

About Morningstar Sustainalytics

Morningstar Sustainalytics is a leading ESG data, research, and ratings firm that supports investors around the world with the development and implementation of responsible investment strategies. For more than 30 years, the firm has been at the forefront of developing high-quality, innovative solutions to meet the evolving needs of global investors. Today, Morningstar Sustainalytics works with hundreds of the world's leading asset managers and pension funds who incorporate ESG information and assessments into their investment processes. The firm also works with hundreds of companies and their financial intermediaries to help them consider material sustainability factors in policies, practices, and capital projects. Morningstar Sustainalytics has analysts around the world with varied multidisciplinary expertise across more than 40 industry groups. For more information, visit www.sustainalytics.com.

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Morningstar Sustainalytics produces various metrics, ratings, and assessments, which include assumptions of future events, which may or may not occur or may differ significantly from what was assumed. These metrics, ratings, and assessments are statements of opinions, subject to change, are not to be considered as guarantees, and should not be used as the sole basis for investment decisions. Morningstar Sustainalytics does not provide investment advice or any other form of (financial) advice and nothing within this press release constitutes such advice. 

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