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Morningstar Japan

Leading the Field of Financial Information Providers with Neutral and Objective Evaluation Data

Morningstar Japan

Morningstar Japan’s objective is to “Providing rich and neutral information based on a neutral and objective standpoint and helping investors build their wealth”. To achieve this goal, we believe it is important to constantly improve and enhance the means of conveying intelligence while enhancing the quality and quantity of the information we provide, and we have promoted a variety of measures.

As part of the reorganization, we also established SBI Asset Management Group, an intermediate holding company for our asset management business, in August 2019. At the same time, to strengthen our asset management business, we made SBI Bond Investment and SBI Regional Revitalization Asset Management subsidiaries in December 2019.

As a result, Morningstar Japan now offer a wide range of services as follows.
“Morningstar Japan Website,” the domestic leader in financial information, “Stock and Mutual Fund Information,” an application for smartphones, “Kabushiki Shimbun” Japan's largest-circulation daily newspaper specializing in securities, website evaluation and development services for financial institutions through Gomez, management of the additional-type investment trust through SBI Bond Asset Management, asset under management business for regional institutions through SBI Regional Revitalization Asset Management.

Morningstar will continue to contribute to investors' asset building from both financial services and asset management businesses.

Corporate Profile

Company name Morningstar Japan K.K.
Principal business Internet-based evaluation, information service and consulting on financial products and websites
Representative Tomoya Asakura
Location Izumi Garden Tower, 1-6-1 Roppongi, Minato-ku, Tokyo
Date of establishment March 27, 1998
Paid-in capital 3.3 billion yen
Shareholders * SBI Group 48.82%
Morningstar, Inc. 33.19%
URL https://www.morningstar.co.jp/

* Ownership percentage is based on voting rights. SBI Group's shareholding percentage corresponds to a total percentage based on the IFRS criteria for subsidiary companies and subsidiary funds of the Group.

(As of October 19, 2020)

Corporate Information & SBI Group