Morningstar Announces Agenda for Annual Institutional Conference, Feb. 21-22

 Morningstar Announces Agenda for Annual Institutional Conference, Feb. 21-22

Marvin Zonis, professor emeritus, Booth School of Business, University of
Chicago to Present

PR Newswire

CHICAGO, Jan. 9, 2013

CHICAGO, Jan. 9, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a
leading provider of independent investment research, today announced the
agenda for the Morningstar Ibbotson Conference taking place Feb. 21-22 at the
Westin Diplomat Resort & Spa in Hollywood, Fla. The conference, Morningstar's
premier event for institutional clients, will feature thought leaders from
academic institutions, the financial services industry, and Morningstar. They
will discuss the changing investment landscape and some of the latest
advancements in investing and financial planning with a focus on delivering
better financial outcomes.

Marvin Zonis, professor emeritus, Booth School of Business, University of
Chicago, will discuss the rules for successful global investing. Businesses
that seek success through globalization need to make better "country bets,"
and Zonis will describe the 15 principles for estimating a country's political
stability and economic growth.

Other general session speakers include:

  oRoger Ibbotson, Ph.D., founder of Ibbotson Associates, professor of
    finance at Yale School of Management, and partner at Zebra Capital
    Management, who will examine which stock characteristics—size, style,
    volatility, liquidity, etc.—have the greatest effect on returns over the
    long run;
  oKevin Kliesen, business economist and research officer for the Federal
    Reserve Bank of St. Louis, who will provide his economic outlook for 2013,
  oRodney Sullivan, head of publications for the CFA Institute, who will
    discuss active quantitative portfolio management in today's turbulent

Additional academic and industry experts as well as thought leaders from
Morningstar will present a series of breakout sessions, a number of which will
feature new research. Topics include:

  oDynamic asset allocation—Evaluating the effectiveness of various
    strategies, such as macro, momentum, liquidity, and correlation;
  oGamma—Quantifying the amount of extra income investors can achieve by
    making better financial planning decisions;
  oMyth of the dumb fund investor—Do individual investors pay a premium for
    active funds when they'd be better off buying passive investments?;
  oValuation-driven active asset allocation—Where to allocate assets when
    valuations are not attractive;
  oEvaluating target-date funds—How to judge risk and quantify return;
  oBest practices for combining active and passive exposures; and
  oLiability-relative investing for the individual investor.

"These are pivotal times. The United States is struggling to bridge the
political divide to create a blueprint for economic recovery, while Europe has
enacted austerity measures and bailouts and waits to see if they are enough to
get the Eurozone back on track. The slow recovering housing market could
breathe some much-needed life into the markets or it could sputter out and
further shatter investor confidence," Thomas Idzorek, president of
Morningstar's Investment Management division, said. "For two days, we'll bring
some of the leading minds in the financial service sector to help answer these
questions and more, as well as share new ideas and techniques for investing in
this uncertain market."

For more information or to register for the conference, please visit or
call 877-525-3257. Attendance is $1,095 per person, and early registration is
available for $995 until Jan. 18, 2013. Attendees may earn continuing
education credits from the CFP^® Board (CFP license) and the National
Association of State Boards of Accountancy (NASBA).

Full-time members of the news media may attend the conference at no cost, but
must register in advance by contacting Alexa Auerbach at 312-696-6481 or

About Ibbotson Associates, Inc. and Morningstar, Inc.
Ibbotson Associates is a registered investment advisor and wholly owned
subsidiary of Morningstar, Inc. It is part of the Morningstar Investment
Management division, which creates custom investment solutions that combine
award-winning research and global resources with proprietary Morningstar data.
With approximately $195 billion* in assets under advisement and management,
the Morningstar Investment Management division provides comprehensive
retirement, investment advisory, and portfolio management services for
financial institutions, plan sponsors, and advisors around the world.

Morningstar, Inc. is a leading provider of independent investment research in
North America, Europe, Australia, and Asia. The company offers an extensive
line of products and services for individuals, financial advisors, and
institutions. Morningstar provides data on more than 385,000 investment
offerings, including stocks, mutual funds, and similar vehicles, along with
real-time global market data on more than 8 million equities, indexes,
futures, options, commodities, and precious metals, in addition to foreign
exchange and Treasury markets. The company has operations in 27 countries.

*Data as of Sept. 30, 2012. Includes Morningstar Associates, Ibbotson
Associates, Morningstar Investment Services, OBSR Advisory Services, and
Ibbotson Australia.

©2013 Morningstar, Inc. All rights reserved.


Media Contact:
Alexa Auerbach, 312-696-6481 or

SOURCE Morningstar, Inc.

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