Morningstar PR Guidelines

Journalists can request expert commentary, data, or insights by using Morningstar’s media request form or calling their international media relations hotlines.
Morningstar provides customized investment datasets for credentialed media, such as fund flows, returns, holdings, launches, closings, ESG data, and more.
When using Morningstar data in editorial content, articles must include a citation like: “according to Morningstar Direct.”

Morningstar regularly publishes press releases—such as updates on quarterly financial results—with downloadable PDF formats available on their Newsroom.
Their Newsroom also offers additional media resources, including one-sheets, FAQs, methodology documents, whitepapers, and expert materials.

Usage of Morningstar’s proprietary data, statistics, imagery, or artwork requires review and adherence to their guidelines, including proper disclosure language.
While prior written approval is not always mandatory, Morningstar may later request revisions to ensure compliance.
All publications using Morningstar materials must include a disclaimer such as:
“© [Year] Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar… (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely.”

Category	Guidelines
Media Requests	Submit via media form or hotline. Media relations responds based on capacity.
Data Citation	Use “according to Morningstar Direct” when referencing their data.
Press Releases	Access PDFs and media materials through the Morningstar Newsroom.
Artwork & Data Use	Follow review guidelines and disclosure protocols for all proprietary materials.
Legal Disclosures	Include required copyright and accuracy disclaimers in publications.

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