March 06, 2015 1:35 AM ET

Capital Markets

Company Overview of Morningstar Investment Services, Inc.

Company Overview

Morningstar Investment Services, Inc. is a privately owned investment manager. The firm primarily provides its services to individuals. It also caters to high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, and state or municipal government entities. The firm manages separate client-focused equity portfolios. It invests in the public equity markets of the United States. The firm invests in mutual funds and exchange traded funds to create its portfolios. It employs a combination of quantitative, qualitative, and fundamental analysis to make its investments. The firm uses external research to make its investments. It was founded on December 20, ...

22 West Washington Street

Chicago, IL 60602-1605

United States

Founded in 2000





Key Executives for Morningstar Investment Services, Inc.

President, Chairman of Investment Policy Committee, and Member of Retirement Plan Committee
Age: 43
Chief Compliance Officer and Financial and Operations Principal
Global Chief Investment Officer
Age: 35
President and Chief Investment Officer
Compensation as of Fiscal Year 2014.

Morningstar Investment Services, Inc. Key Developments

Morningstar Investment Management Presents at Morningstar Annual Institutional Conference, Mar-05-2015

Morningstar Investment Management Presents at Morningstar Annual Institutional Conference, Mar-05-2015 . Venue: JW Marriott Desert Ridge, Resort & Spa, Phoenix, Arizona, United States. Speakers: David Blanchett, head of retirement research, Francisco Torralba, economist, Hai Ratner, global head of research, James Xiong, head of quantitative research, Rajneesh Motay, senior research consultant.

Morningstar Investment Services, Inc. Presents at Morningstar Ibbotson Conference, Feb-20-2014 02:00 PM

Morningstar Investment Services, Inc. Presents at Morningstar Ibbotson Conference, Feb-20-2014 02:00 PM. Venue: JW Marriott Desert Ridge Resort & Spa, 5350 E. Marriott Drive, Phoenix, AZ 85054, United States. Speakers: Jeffrey Barry Ptak, President and Chief Investment Officer.

Morningstar Investment Management Names Scott Wentsel as Chief Investment Officer, Americas

Scott Wentsel has been appointed to the new role of chief investment officer, Americas, for Morningstar Investment Management, a unit of Morningstar Inc. As CIO, Wentsel will be responsible for leading the investment management teams in the Americas. He will also contribute to Morningstar's global investment management committee, policies, capabilities, and thought leadership. Based in Chicago, Wentsel reports to Daniel Needham, Morningstar's global chief investment officer. Wentsel previously served as a senior portfolio manager in the firm's investment advisory group where he had asset management and oversight responsibility for a team of investment professionals who design and manage portfolios for financial institutions. He came to Morningstar when the company acquired Ibbotson Associates in 2006. Before joining Ibbotson, Wentsel was an executive director with Morgan Stanley, where he worked primarily on the Van Kampen Investments asset management business.

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