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July 30, 2015 5:33 PM 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

Phone:

312-696-6000

Fax:

312-696-6630

Key Executives for Morningstar Investment Services, Inc.

Chief Compliance Officer and Financial and Operations Principal
Global Chief Investment Officer
Age: 36
Co-Head of Investment Consulting and Portfolio Management for EMEA
Co-Head of Investment Consulting and Portfolio Management for EMEA
Compensation as of Fiscal Year 2015.

Morningstar Investment Services, Inc. Key Developments

Morningstar Investment Management Presents at Morningstar Investment Conference - London, May-12-2015 04:05 PM

Morningstar Investment Management Presents at Morningstar Investment Conference - London, May-12-2015 04:05 PM. Venue: Park Plaza Riverbank Hotel, London, United Kingdom. Speakers: Daniel Needham, President and Chief Investment Officer.

Morningstar Investment Management Presents at Morningstar Investment conference - Amsterdam, Mar-19-2015 through Mar-20-2015

Morningstar Investment Management Presents at Morningstar Investment conference - Amsterdam, Mar-19-2015 through Mar-20-2015. Venue: Hilton Amsterdam Hotel, Amsterdam, Netherlands. Presentation Date & Speakers: Mar-19-2015, Philip Strähl, Portfolio Manager & Senior Research Consultant, Tom Idzorek, Head of Investment Methodology and Economic Research.

Morningstar Investment Services, Inc. Presents at Morningstar Individual Investor Conference 2015, Mar-21-2015

Morningstar Investment Services, Inc. Presents at Morningstar Individual Investor Conference 2015, Mar-21-2015 . Venue: Chicago, Illinois, United States. Speakers: Shannon Zimmerman, Senior Investment Consultant.

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