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Morningstar UK (European HQ) Office

Oliver’s Yard, 55-71 City Road
London

Telephone

312-384-4061

Contact

Ryan W Clark
[email protected]

Mission Statement

Morningstar is a leading provider of independent investment research. Our mission is to create great products that help investors reach their financial goals.

Profile

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our mission is to create great products that help investors reach their goals. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

Benefits

Investor Focus
We design our products to provide the pertinent facts because investors use our information to help them make well-informed investment decisions. We also maintain an independent view. If we think an investment vehicle doesn’t meet the needs of investors, we won’t hesitate to express that opinion. We’ve advocated better disclosure practices in the investment industry and we regularly address corporate governance issues.

Depth, Breadth, and Accuracy of Data
Morningstar employs nearly 200 investment analysts worldwide. We maintain one of the largest, most comprehensive databases in the industry, with information on more than 330,000 investment offerings.

Innovative, Proprietary Investment Tools
We have developed a number of proprietary research and analytical tools that support our fundamental approach to investing. Examples include:

Morningstar Rating™: popularised the concept of risk-adjusted returns among the general investing public;
Morningstar Style Box™: classifies investment offerings based on their underlying size and investment style;
Morningstar® Ownership Zone™: graphical tool that plots each stock in a fund’s portfolio within the Morningstar Style Box.

We developed a portfolio analysis tool, a set of proprietary market indexes based on the Morningstar Style Box, and a set of comprehensive asset allocation tools for the investment planning market.

Research & Technology Expertise
Morningstar strives to rapidly adopt new technology that can improve the products we deliver to our clients. We have also built a flexible technology platform that allows our products to work together across a full range of investment databases, delivery formats, and market segments. We develop most of our own software and technology tools in-house, enabling us to leverage our expertise and tailor our products to the needs of our customers.

History

In the early 1980s, the mutual fund industry in the United States was experiencing dramatic growth. However, comprehensive information about fund performance was not readily available to individual investors. Most individuals—for whom mutual funds were created—lacked the tools they needed to track, analyse, and make intelligent decisions about mutual funds. Morningstar founder Joe Mansueto believed that fundamental information should be widely available, and in 1984 created Morningstar in Chicago to provide individual investors with much-needed mutual fund analysis and commentary.

In 1984, we published our first product, The Mutual Fund Sourcebook™, a quarterly publication containing performance data, portfolio holdings, and other information on approximately 400 mutual funds. This large-scale collection of mutual fund data was priced affordably for individual investors. In the 20-plus years since the Sourcebook’s first printing, Morningstar has served a key role in the investment community. Today Morningstar is one of the most recognised and trusted names in the investment industry and serves 7.4 million individual investors, 270,000 financial advisers, and 4,300 institutional clients around the world.

Our “investors come first” approach to our business has led to a strong reputation for independence and objectivity. We’re also known for innovative contributions to the investment industry, particularly in bringing relevant information to a broad audience. Morningstar data and proprietary analytical tools include the Morningstar Rating™, which brings both performance and risk together into one evaluation, and the Morningstar Style Box™, which provides a visual summary of a fund’s underlying investment style. Both have become important tools for millions of investors and advisers. We’ve also developed in-depth advice on security selection and portfolio building to meet the needs of investors seeking integrated portfolio solutions. These tools offer a useful framework for comparing potential investments and making better decisions.

Focus

Morningstar U.K. provides a range of innovative products and services to advisers and institutions, including Morningstar Direct™, a web-based institutional platform providing access to Morningstar’s global databases and investment research, and Morningstar® Adviser Workstation™, a comprehensive, web-based investment planning system.

Goals

Our goal is to offer products that help improve the overall investment experience for anyone using our services—individual investors, financial advisers, and institutions. Since Morningstar was founded more than 20 years ago, we’ve continued to evolve and expand our products, and we remain committed to leading the industry in delivering world-class investment research and services to people around the globe.

People

Executive Officers

Joe Mansueto Chairman and Chief Executive Officer

Chris Boruff President, Software Division

Peng Chen President, Investment Management Division

Bevin Desmond President, International Operations and Global Human Resources

Scott Cooley Chief Financial Officer

Catherine Gillis Odelbo President, Equity & Credit Research

Elizabeth Kirscher President, Data Division

Don Phillips President, Fund Research

John Rekenthaler Vice President, Research

Richard Robbins General Counsel and Corporate Secretary

David W. Williams Managing Director, Design

U.K. Leadership

Geoff Balzano CEO, Morningstar U.K.

Board of Directors

Joe Mansueto Board Member Since 1984

Cheryl Francis Board Member Since 2002

Steve Kaplan Board Member Since 1999

Bill Lyons Board Member Since 2007

Jack Noonan Board Member Since 1999

Don Phillips Board Member Since 1999

Paul Sturm Board Member Since 1999

Hugh Zentmyer Board Member Since 2010