Tag: Morningstar

PIMFA WealthTech, a FinTech and digital market network renowned for bridging the gap between FinTechs and the Wealth Management sector, has partnered with Morningstar to disclose the outcomes of their pioneering joint venture.

The call for more sustainable offerings from limited partners coupled with tightening ESG regulations has posed a significant challenge for general partners (GPs). Their primary concern? Procuring reliable and accurate ESG data from the firms within their portfolio.

Morningstar Sustainalytics, a global provider of ESG research, ratings and data, has launches its low carbon transition ratings.

Morningstar, an investment research firm, has launched Morningstar Global Sustainable Activities Involvement Indexes (SAI).

FinTech platform The Tifin Group raised $22m in Series B funding from JP Morgan and others with the aim to become a one-stop shop for wealth and asset management.

Female-focused investment platform Ellevest has closed a $34.6m financing round led by Rethink Impact.

KeyBank National Association has acquired personal finance guidance platform HelloWallet from Morningstar.

Deal data platform PitchBook Data is being acquired by investment research provider Morningstar for $180m. The deal is expected to close in the fourth quarter of the year.