Morningstar Japan

Name

Morningstar Japan

Legal name

イボットソン・アソシエイツ・ジャパン株式会社 (Ibbotson Associates Japan Co., Ltd.)

Website

https://morningstar.co.jp

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

51–100 employees

Short description

Morningstar Japan, a wholly-owned subsidiary of Morningstar, Inc. operating in Tokyo since 1998, delivers investment-research, index, Sustainalytics ESG-analytics, and asset-allocation services to Japanese asset managers, banks, and individual investors via the Morningstar Direct platform and dedicated institutional landing pages.

Ownership category

akta.pro rank

Product category

Investment Research and Analytics

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Analytics, Risk Models & Factor/Style Indices (FSAFAIAG)

akta.pro secondary industry

Hybrid Robo-Advisory Platforms (Advisor + Automation) (FSAGAEAB)

Keywords

• Investment research analytics
• Fund data platforms
• ESG analytics services
• Benchmark index licensing
• Asset allocation advisory

Headquarters

HQ city

Minato

HQ country

Japan

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Investment Information Products Subscription: Subscription-based access to Morningstar Direct platform, data services, reporting solutions, and research services for institutional clients including asset managers and distribution firms.
2. Index Licensing: Licensing of Morningstar Indexes including strategic beta indices and gender diversity indices to institutional clients and derivatives markets.
3. ESG & Sustainability Data Services: Sustainalytics-branded ESG risk, impact, compliance, and climate solutions provided through subscription and licensing arrangements.
4. Investment Management Consulting Services: Asset allocation, fund selection, capital cost analysis, and financial communications services for asset management companies and institutional investors.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Morningstar Japan (legally Ibbotson Associates Japan Co., Ltd.) provides independent investment information products, proprietary benchmark indices, ESG and sustainability analytics (Sustainalytics), and investment management advisory services to the Japanese market. Core deliverables center on the Morningstar Direct research platform, enterprise data feeds (batch and real-time), reporting and fact-sheet automation tools (Report Portal, MPS), fund and equity research, Morningstar Indexes (including the GenDi gender diversity index), and asset-allocation consulting delivered to asset managers, banks, securities firms, and individual investors.

Differentiator

Problem solved

Functional benefit

Brands

• Morningstar Direct: Investment information platform providing comprehensive investment data, analysis tools, and independent research for investment professionals.
• Sustainalytics
• Morningstar Indexes

Products and services

• Morningstar Direct Comprehensive investment information platform providing independent analysis, investment research, analysis tools, and portfolio management capabilities from Morningstar's global team of analysts; sold to investment professionals and institutional users.
• Data Feed Service (データ配信サービス) Data delivery service providing investment and market data feeds for enterprise clients operating in Japan.
• Real-time Data (リアルタイム・データ) Real-time market data feed offering for institutional and enterprise users requiring up-to-the-mission data for trading and portfolio workflows.
• Report Portal Reporting solution enabling consolidated portfolio and performance reporting for asset managers and distribution firms.
• MPS - Automated Fact Sheet Creation (ファクトシート作成自動化) Automated fund fact sheet creation solution for investment management firms producing client-facing product materials at scale.
• Fund Research (ファンド・リサーチ) Independent research and analysis on investment funds provided to institutional investors to support fund selection and due diligence.
• Equity Research (株式リサーチ) Equity research coverage and analysis supporting institutional investment decision-making on listed Japanese and global equities.
• Morningstar Index Proprietary benchmark and strategic beta indices including the Morningstar Gender Diversity Index (GenDi) covering developed markets excluding Japan; licensed to institutional clients and derivatives markets.
• Sustainalytics ESG Risk Solutions ESG risk assessment and sustainability research solutions across risk-related, impact-related, compliance, climate change, and stewardship solutions for sustainable investing mandates in Japan.
• Asset Allocation Services (アセット・アロケーション構築) Asset allocation advisory services providing PAA (SAA), DAA (TAA), risk tolerance assessment, fund allocation, and input estimation to support prudent investment decisions for Japanese institutional clients.
• Fund Allocation Services (ファンド選定・アロケーション構築) Fund selection and allocation construction services for investment portfolios, leveraging Ibbotson research methodologies for Japanese institutional mandates.
• Cost of Capital (資本コスト) Capital cost data and reports required for corporate valuation, business assessment, and investor communication support in the Japanese market.
• Financial Communications (販売支援資料) Sales support materials and financial communications produced for asset management firms to support distribution of investment products in Japan.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

One partnership is on record.

• CME GroupflagshipTechnology or Integration · 10 June 2026CME Group and Morningstar announced an exclusive licensing agreement for index derivatives. This strategic partnership involves CME Group licensing Morningstar Indexes for derivatives products, expanding the reach of Morningstar's index offerings into the derivatives market.

Scale indicators2 records

Market position

Customer concentration

• Xx.com/morningstarjp
• Facebookfacebook.com/morningstarjp

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Morningstar Japan