them meet their fiduciary obligations by selecting and monitoring a range of diversified plan options. With its custom models, the company works with retirement plan providers to design customized models for their investment lineups, including target maturity models and risk-based models. Through HelloWallet, the company offers personalized financial guidance to approximately 500,000 individuals and their families through their employer benefit plans. HelloWallet helps employees build a financial foundation by providing them with tools for emergency savings, debt management, and budgeting. In 2015, the company introduced the next-generation version of Morningstar Retirement Manager with a completely redesigned interface and user experience. The redesigned platform is designed to drive participant adoption into managed retirement accounts and improve operational support. Competition: The company’s main competitors for Workplace Solutions are Financial Engines, Guided Choice, Learnvest, and Personal Capital, as well as companies that provide automated investment advice, such as Betterment and Wealthfront. Morningstar.com The company’s major Website for individual investors is Morningstar.com. In addition to its U.S.-based site, the company offers approximately 30 regional investing Websites customized to the needs of investors worldwide. The company also offers paid Premium Membership, which includes access to written analyst reports on stocks, mutual funds, ETFs, and closed-end funds, as well as its Portfolio X-Ray, asset allocation and portfolio management tools, proprietary stock data, Stewardship Grades and Ratings, and premium stock and fund screeners. The company offers Premium Membership services in Australia, Canada, China, Italy, the United Kingdom, and the United States. In 2015, the company introduced a beta version of the new Morningstar.com to a small group of site users. The site features a new user interface focused on helping individual investors select and monitor investments. Morningstar.com primarily competes with The Motley Fool, Seeking Alpha, TheStreet.com, and Yahoo! Finance, as well as other finance and brokerage sites. As of December 31, 2015, the free membership services offered through Morningstar.com had 10.1 million registered users worldwide. The company also had approximately 120,000 paid Premium subscribers for Morningstar.com in the United States plus an additional 16,000 paid Premium subscribers in other global markets. Investment Advisory The company’s Investment Advisory business provides institutional investment advisory and management services for asset management firms, broker-dealers, and insurance providers. It offers Investment Advisory services through various registered entities in Australia, Dubai, France, Hong Kong, India, Japan, South Africa, South Korea, the United Kingdom, and the United States. All of these entities are wholly owned or majority-owned subsidiaries of Morningstar, Inc., and are authorized to provide Investment Advisory services by the appropriate regulatory agency in their applicable jurisdictions. Drawing on the company’s proprietary research and methodologies, it delivers various services, including asset allocation, manager evaluation, portfolio management, and 15(c) board consulting services. Many of the company’s Investment Advisory agreements focus on investment monitoring and asset allocation for multimanager portfolios made up of managed investment products, such as mutual funds, separate accounts, and variable insurance trusts. Competition: The company competes with consulting firms, such as Mercer, Callan, and Wilshire Associates. Morningstar Enterprise Components Morningstar Enterprise Components is a set of tools and capabilities that help institutional clients build customized Websites or enhance their existing solutions. The company offers a series of components, editorial content, and reportst investment firms can license to build or enhance their Websites for financial advisors and individual investors. It also offers licenses for investment research, editorial content, and portfolio analysis and compar
morningstar inc (MORN:NASDAQ GS)
22 West Washington Street
Chicago, IL 60602
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