Morningstar Inc. provides independent investment research in North America, Europe, Australia, and Asia. The company offers a line of products and services for financial advisors, asset managers, retirement plan providers and sponsors, and individual investors. In addition to the company’s the U.S.-based products and services, it offers local versions of products designed for investors in Asia, Australia, Canada, Europe, Latin America, and South Africa. Morningstar serves approximately 250,000 financial advisors, 1,700 asset management firms, 24 retirement plan providers, 290,000 retirement plan sponsors, and 9.9 million individual investors. The company has operations in 27 countries. As of December 31, 2014, 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. It also tracks real-time market data on approximately 14 million exchange-traded equities, derivatives, commodities, currencies, and other investments. Through Morningstar Credit Ratings, LLC subsidiary, which is a Nationally Recognized Statistical Rating Organization (NRSRO), the company provides new issue and surveillance ratings and analysis for commercial mortgage-backed securities (CMBS) and residential mortgage-backed securities (RMBS), as well as operational risk assessment services. The company provides surveillance ratings and analysis on approximately 6,800 CMBS securities including the loans and properties securing them. In addition, the company publishes credit ratings and associated research on corporate debt issuers. It provides ratings on approximately 600 issuers. Products and Services Morningstar Data Morningstar Data gives institutions access to a range of investment data spanning various investment databases, including real-time pricing data and commodity data. The company offers data packages that include access to 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 delivers Morningstar Data through Web-based interfaces, data feeds, and software and provides daily updates to clients. Morningstar Data for equities is used by asset management firms, media companies, broker-dealers, and other large institutions to support internal research functions, power investment tools, and deliver information and analysis to investors. In 2014, the company added new strategic beta attributes to help investors better identify, compare, and analyze strategic beta investments, expanded its equity database coverage, added new sources to its real-time data feeds, and completed the roll-out of its Global Fund Reports with translated text available where applicable. Competition: For Morningstar Data, its primary competitors include Bloomberg, FactSet, Financial Express, Interactive Data, Standard & Poor’s, and Thomson Reuters. Morningstar Advisor Workstation Morningstar Advisor Workstation, a Web-based investment planning system, provides financial advisors with a set of tools for conducting their core business, including investment research, planning, and presentations. It allows advisors to build and maintain a client portfolio database that can be fully integrated with the firm's back-office technology and resources. It helps advisors create customized reports for client portfolios that combine different types of investments. Morningstar Advisor Workstation is available in two versions: Morningstar Office for independent financial advisors and an enterprise version for financial advisors affiliated with larger firms. As of December 31, 2014, approximately 4,300 financial advisors in the United States were licensed to use Morningstar Office, and approximately 180 companies held licenses for
morningstar inc (MORN:NASDAQ GS)
22 West Washington Street
Chicago, IL 60602
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