Morningstar Inc. provides independent investment research in North America, Europe, Australia, and Asia. The company offers a line of data, software, research, and investment management offerings for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. In addition to its U.S.-based products and services, the company offers local versions of its products designed for investors in Asia, Australia, Canada, Europe, Latin America, and South Africa. Morningstar serves approximately 250,000 financial advisors, 1,300 asset management firms, 28 retirement plan providers, 300,000 retirement plan sponsors, and 10.1 million individual investors. The company has operations in 27 countries. As of December 31, 2015, the company provided extensive data on approximately 500,000 investments, including mutual funds, stocks, exchange-traded funds (ETFs), closed-end funds, separate accounts, and variable annuities. The company also tracks real-time market data on approximately 17 million exchange-traded equities, derivatives, commodities, currencies, and other investments. The company provides research reports and Morningstar Analyst Ratings for approximately 4,600 funds globally, including active, passive, multi-asset, ETF, and closed-end fund strategies. It also offers qualitative research and ratings on alternative funds, state-sponsored college savings plan portfolios, and target-date funds. The company offers various other qualitative measures, such as Stewardship Grades, which help investors identify companies and fund firms that have demonstrated a high level of commitment to shareholders and stewardship of investors' capital. The company’s analysts cover approximately 1,500 stocks, using a consistent, proprietary methodology that focuses on fundamental analysis, competitive advantage assessment, and intrinsic value estimation. The company provides quantitative ratings and reports for approximately 40,000 companies globally. The company, through its Morningstar Credit Ratings, LLC subsidiary, which is a Nationally Recognized Statistical Rating Organization (NRSRO), provides new issue and surveillance ratings and analysis for commercial mortgage-backed securities and residential mortgage-backed securities, as well as operational risk assessment services. In addition, the company publishes credit ratings and associated research on corporate debt issuers. The company provides ratings on approximately 400 issuers. In 2015, the company launched the Global Market Barometer, which delivers its global family of indexes through a signature visual to help investors identify market trends and opportunities. The company introduced its Signature Asset Library, a set of curated, interactive components that bring together Morningstar’s strength in research, data, data visualization, design, and technology. Strategy The key elements of the company’s strategy are to produce the most effective investment data, research, and ratings to help investors reach their financial goals; develop Morningstar Direct as its flagship decision support platform; and build world-class investment management solutions based on its proprietary research. Its strategy is to expand its investment research capabilities and enhance its existing products and services. Products and Services Morningstar Data Morningstar Data gives institutions access to a range of investment data spanning various investment databases, including real-time pricing and market data. The company offers licenses and data feeds for its proprietary statistics, such as the Morningstar Style Box and Morningstar Rating, and a range of other data, including information on investment performance, risk, portfolios, operations data, fees and expenses, cash flows, and ownership. Institutions can use Morningstar Data in various investor communications, including Websites, print publications, and marketing fact sheets, as well as for internal research and product development. The company also offers Morningstar Data for equities, including financial statement data, consolidated industry statistics, stock ownership information
(MORN:Consolidated Issue Listed on NASDAQ Global Select )
22 West Washington Street
Chicago, IL 60602
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