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FACTSET RESEARCH SYSTEMS vs Morningstar

On overall TruNorth grade, Morningstar scores higher (FACTSET RESEARCH SYSTEMS: C, Morningstar: C). Both graded from public records across nine values categories.

C
FACTSET RESEARCH SYSTEMS
47.3/100
C
Morningstar
54.7/100

Political donations

FACTSET RESEARCH SYSTEMS

FEC: $854K in executive political donations; partisan lean Democratic +65 across 25 executive donors.

Morningstar

FEC: $842K in executive political donations; partisan lean split across 20 executive donors.

Environment

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

Via parent company Kellogg's: Forest 500 2024: score 40/100 — partial deforestation policy / implementation gaps on supply-chain. Exposed to soy, palm, pulp.

Labor

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

3 federal penalties totaling $4.7M since 2000 (Violation Tracker).

DEI

FACTSET RESEARCH SYSTEMS

EEO-1 workforce demographics on federal record (FY2020, DOL OFCCP FOIA release): 2,449 US employees — 30.5% women, 32.4% racial/ethnic minorities; management 33.4% women, 25.5% minorities.

Morningstar

EEO-1 workforce demographics on federal record (FY2020, DOL OFCCP FOIA release): 2,715 US employees — 39.1% women, 31.2% racial/ethnic minorities; management 33.3% women, 24.3% minorities.

Charity

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

$30M reported corporate giving in 2024 (~0.23% of revenue) via Kellogg's Corporate Citizenship Fund.

Animal testing

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

No public record found.

Firearms

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

No public record found.

Privacy

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

No public record found.

Executive pay

FACTSET RESEARCH SYSTEMS

No public record found.

Morningstar

No public record found.

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