Compliance & Disclosures

Research Integrity Policies

Investment Research Integrity Policy – Equity Analysts
Investment Research Integrity Policy – Manager Research Analysts
Editorial Integrity Policy

Methodology Documents

Morningstar Medalist Rating Methodology Effective April 2026
Morningstar Medalist Rating for Australian Superannuation Funds
Quantitative Equity Research Effective 2 Dec 2024
Morningstar Medalist Rating for Funds - Input Data Methodology Effective 31 August 2023
Morningstar Equity Comparables Methodology
Morningstar ESG Commitment Level Methodology
Equity Research
Morningstar Rating for Funds

Disclosures and Others

Morningstar Research Sustainability Style Guide
Morningstar Wealth UK Order Handling and Execution Policy