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Morningstar Announces Winners of 2017 Awards for Excellence in Investment
Asset management

Morningstar Announces Winners of 2017 Awards for Excellence in Investment

4y | Morningstar

Morningstar Announces Winners of 2017 Awards for E...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the win...

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Morningstar Assigns New Ratings to 83 U.S. Funds; Downgrades Four Funds; Affirms Ratings on 74 Funds, One Target-Date Series in June
Asset management

Morningstar Assigns New Ratings to 83 U.S. Funds; Downgrades Four Funds; Affirms Ratings on 74 Funds, One Target-Date Series in June

4y | Morningstar

Morningstar Assigns New Ratings to 83 U.S. Funds; ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ ...

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Morningstar’s 2017 Global Equity Sector Wrap explores the debate around active versus passive, investment styles and key person risk
Payments

Morningstar’s 2017 Global Equity Sector Wrap explores the debate around active versus passive, investment styles and key person risk

4y | Morningstar

Morningstar’s 2017 Global Equity Sector Wrap explo...

Morningstar today released its Sector Wrap-Up for global equity, Asian and emerging market funds. This covered 94 strategies across unlisted and excha...

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Morningstar, Inc. Names Jason Dubinsky Chief Financial Officer
Insurance

Morningstar, Inc. Names Jason Dubinsky Chief Financial Officer

4y | Morningstar

Morningstar, Inc. Names Jason Dubinsky Chief Finan...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has appointed Jason Dubinsky as chief financial officer, repo...

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Morningstar’s First Study of UK Investor Returns Finds Poor Timing Costing Some Investors Dearly
Asset management

Morningstar’s First Study of UK Investor Returns Finds Poor Timing Costing Some Investors Dearly

4y | Morningstar

Morningstar’s First Study of UK Investor Returns F...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its first study of UK investor returns, &ldqu...

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Morningstar’s First Global Study of Investor Returns Evaluates Impact of Investor Behaviour and Finds Automatic Savings Plans Produce Better Outcomes
Banking

Morningstar’s First Global Study of Investor Returns Evaluates Impact of Investor Behaviour and Finds Automatic Savings Plans Produce Better Outcomes

4y | Morningstar

Morningstar’s First Global Study of Investor Retur...

Morningstar, Inc., a leading provider of independent investment research, today published its first global study of investor returns, “Mind...

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Morningstar's First Global Study of Investor Returns Evaluates Impact of Investor Behaviour and Finds Automatic Savings Plans Produce Better Outcomes
Banking

Morningstar's First Global Study of Investor Returns Evaluates Impact of Investor Behaviour and Finds Automatic Savings Plans Produce Better Outcomes

4y | Morningstar

Morningstar's First Global Study of Investor Retur...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its first global study of investor returns, &...

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Morningstar's Annual Fund Fee Study Finds Investors Are Paying Less Than Ever for Their Fund Investments
Asset management

Morningstar's Annual Fund Fee Study Finds Investors Are Paying Less Than Ever for Their Fund Investments

4y | Morningstar

Morningstar's Annual Fund Fee Study Finds Investor...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its annual fund fee study, evaluating the cos...

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Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2017
Asset management

Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for April 2017

4y | Morningstar

Morningstar Reports U.S. Mutual Fund and ETF Asset...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded...

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Morningstar Credit Ratings Publishes Report on Commercial Mortgage Servicing Portfolio Trends
Banking

Morningstar Credit Ratings Publishes Report on Commercial Mortgage Servicing Portfolio Trends

4y | Morningstar

Morningstar Credit Ratings Publishes Report on Com...

Morningstar Credit Ratings, LLC today published its report "Commercial Mortgage Servicing Trends—Battling CMBS Headwinds, Servicers Pursue ...

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Morningstar’s Analyst Coverage of exchange-traded products more than doubles in five years
Trading & brokering

Morningstar’s Analyst Coverage of exchange-traded products more than doubles in five years

4y | Morningstar

Morningstar’s Analyst Coverage of exchange-traded ...

Morningstar recently published its quarterly ETFInvestor newsletter, examining the expansion of research coverage of exchange-traded products (ETPs) b...

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Morningstar Australasia Announces Speakers, Agenda for 11th Annual Investment Conference on 18 May
Banking

Morningstar Australasia Announces Speakers, Agenda for 11th Annual Investment Conference on 18 May

4y | Morningstar

Morningstar Australasia Announces Speakers, Agenda...

Speakers Include Libby Cantrill, Andrew Norris, Neale Goldston-Morris, and Martin Conlon  Morningstar Australasia Pty Limited, a subsidiary of Mo...

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Morningstar Rates PIMCO Australian Bond Gold, 18 Fixed Income Funds Silver and 14 Bronze
Insurance

Morningstar Rates PIMCO Australian Bond Gold, 18 Fixed Income Funds Silver and 14 Bronze

4y | Morningstar

Morningstar Rates PIMCO Australian Bond Gold, 18 F...

Morningstar today released its Sector Wrap for Australian and global fixed income funds, covering 58 strategies across unlisted and exchange traded fu...

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Maple-Brown Abbott, VicSuper, Asgard, Best-Performing Growth Funds - Morningstar
Payments

Maple-Brown Abbott, VicSuper, Asgard, Best-Performing Growth Funds - Morningstar

4y | Morningstar

Maple-Brown Abbott, VicSuper, Asgard, Best-Perform...

The majority of Australian superannuation growth funds recorded double-digit returns over the year to 28 February 2017. The median fund returned a res...

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Allan Gray, AB Australian Value, Maple-Brown Abbott Best-Performing Australian Share Managers – Morningstar
Trading & brokering

Allan Gray, AB Australian Value, Maple-Brown Abbott Best-Performing Australian Share Managers – Morningstar

4y | Morningstar

Allan Gray, AB Australian Value, Maple-Brown Abbot...

Australian share fund managers generally posted positive results over the month of February. The median Australian share manager returned 2.0 percent ...

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Morningstar’s Annual Global Asset Flows Report Shows Slowing Demand for Global Markets as 2016 Inflows Decrease
Asset management

Morningstar’s Annual Global Asset Flows Report Shows Slowing Demand for Global Markets as 2016 Inflows Decrease

4y | Morningstar

Morningstar’s Annual Global Asset Flows Report Sho...

Investors turn to fixed income and money market category groups in 2016 looking for less risky assets  Morningstar, Inc. (NASDAQ: MORN), a leadin...

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Mike Coop Joins Morningstar Investment Management Group
Asset management

Mike Coop Joins Morningstar Investment Management Group

4y | Morningstar

Mike Coop Joins Morningstar Investment Management ...

Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, has appointed Mike Coop to Head of Multi-Asset Port...

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Vanguard Investments Australia Wins Morningstar Australian Fund Manager of the Year Award 2017
Asset management

Vanguard Investments Australia Wins Morningstar Australian Fund Manager of the Year Award 2017

4y | Morningstar

Vanguard Investments Australia Wins Morningstar Au...

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today an...

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European ETFs on Track to Reach EUR 1 Trillion in Assets Under Management by 2020, Morningstar Finds
Asset management

European ETFs on Track to Reach EUR 1 Trillion in Assets Under Management by 2020, Morningstar Finds

4y | Morningstar

European ETFs on Track to Reach EUR 1 Trillion in ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its 2017 edition of “A Guided Tour of t...

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Morningstar Upgrades Analyst Rating for One U.S. Fund
Insurance

Morningstar Upgrades Analyst Rating for One U.S. Fund

4y | Morningstar

Morningstar Upgrades Analyst Rating for One U.S. F...

Downgrades Six Funds Assigns New Ratings to 19 Funds in January​ Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment resear...

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Morningstar Rates BT Small Caps, Fidelity, Greencape, Schroders Share Strategies Gold
Insurance

Morningstar Rates BT Small Caps, Fidelity, Greencape, Schroders Share Strategies Gold

4y | Morningstar

Morningstar Rates BT Small Caps, Fidelity, Greenca...

Morningstar today released its Sector Wrap-Up Report for Australian large- and small-cap share funds, covering 115 individual investment strategies an...

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Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for November 2016
Banking

Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for November 2016

5y | Morningstar

Morningstar Reports U.S. Mutual Fund and ETF Asset...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded...

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Morningstar, Inc. Completes Acquisition of PitchBook Data, Inc.
Asset management

Morningstar, Inc. Completes Acquisition of PitchBook Data, Inc.

5y | Morningstar

Morningstar, Inc. Completes Acquisition of PitchBo...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has completed its previously announced acquisition of PitchBo...

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Morningstar Research Finds Women Fund Managers Continue to be Underrepresented Globally; Pockets of Relative Strength Lie in Passive Funds, Funds of Funds
Payments

Morningstar Research Finds Women Fund Managers Continue to be Underrepresented Globally; Pockets of Relative Strength Lie in Passive Funds, Funds of Funds

5y | Morningstar

Morningstar Research Finds Women Fund Managers Con...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published a research report finding that across 56 coun...

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Morningstar Launches Open Indexes Project with Free Access to Global Equity Indices
Insurance

Morningstar Launches Open Indexes Project with Free Access to Global Equity Indices

5y | Morningstar

Morningstar Launches Open Indexes Project with Fre...

In response to the escalating cost of market-cap-weighted equity indexes, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investme...

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Zenith Investment Partners Assigns ‘Recommended’ Ratings to Morningstar Investment Management Australia Multi-Asset Real Return Funds
Banking

Zenith Investment Partners Assigns ‘Recommended’ Ratings to Morningstar Investment Management Australia Multi-Asset Real Return Funds

5y | Morningstar

Zenith Investment Partners Assigns ‘Recommended’ R...

Morningstar Investment Management Australia, part of the Morningstar Investment Management group, today announced that its multi-asset real return fun...

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Morningstar Study Examines the Cost of Poor Investment Timing by Investors in Europe
Insurance

Morningstar Study Examines the Cost of Poor Investment Timing by Investors in Europe

5y | Morningstar

Morningstar Study Examines the Cost of Poor Invest...

Investors in single-country emerging markets and sector equity most affected  A new research report from Morningstar, Inc. (NASDAQ: MORN), a lead...

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Morningstar Launches Global Sustainability Index Series
Asset management

Morningstar Launches Global Sustainability Index Series

5y | Morningstar

Morningstar Launches Global Sustainability Index S...

Morningstar has announced its launch of the Morningstar Sustainability Index Series™, a family of indices that delivers exposure to companies th...

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Number of Strategic-Beta ETPs Rises at a Record Rate According to Morningstar Global Guide

Number of Strategic-Beta ETPs Rises at a Record Rate According to Morningstar Global Guide

5y | Morningstar

Number of Strategic-Beta ETPs Rises at a Record Ra...

Morningstar recently published the third annual Global Guide to Strategic-Beta Exchange-Traded Products, a global landscape report about trends in thi...

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Morningstar Announces Winners of 2016 Awards for Excellence in Investment
Insurance

Morningstar Announces Winners of 2016 Awards for Excellence in Investment

5y | Morningstar

Morningstar Announces Winners of 2016 Awards for E...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the win...

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Morningstar to launch Analyst Ratings for ETFs, and enhance the Morningstar Rating for Funds
Insurance

Morningstar to launch Analyst Ratings for ETFs, and enhance the Morningstar Rating for Funds

5y | Morningstar

Morningstar to launch Analyst Ratings for ETFs, an...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced plans to apply the forward-looking Morningsta...

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Save Equity Funds, Long-Term Funds Stage Comeback in July: Morningstar Fund Flows Analysis
Payments

Save Equity Funds, Long-Term Funds Stage Comeback in July: Morningstar Fund Flows Analysis

5y | Morningstar

Save Equity Funds, Long-Term Funds Stage Comeback ...

The fallout of the Brexit referendum continued to be felt in July, but it was limited to high redemptions out of specific equity and property fund cat...

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Morningstar - Bennelong, Allan Gray, Macquarie Best-Performing Australian Share Managers
Trading & brokering

Morningstar - Bennelong, Allan Gray, Macquarie Best-Performing Australian Share Managers

5y | Morningstar

Morningstar - Bennelong, Allan Gray, Macquarie Bes...

Morningstar today published results of the Morningstar® Australian Institutional Sector Survey, providing comprehensive coverage of the performanc...

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Morningstar Research Examines Trend of Fund Expenses in Europe
Insurance

Morningstar Research Examines Trend of Fund Expenses in Europe

5y | Morningstar

Morningstar Research Examines Trend of Fund Expens...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released new research that reviews the expenses paid by...

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Morningstar Announces Shortlist for 2016 Morningstar Awards for Excellence in Investment
Asset management

Morningstar Announces Shortlist for 2016 Morningstar Awards for Excellence in Investment

5y | Morningstar

Morningstar Announces Shortlist for 2016 Morningst...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the s...

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ETF investors favour corporate bonds and gold amid market uncertainty, but equity rebounds, latest Morningstar ETF flows data reveals
Asset management

ETF investors favour corporate bonds and gold amid market uncertainty, but equity rebounds, latest Morningstar ETF flows data reveals

5y | Morningstar

ETF investors favour corporate bonds and gold amid...

The European exchange-traded-fund market netted nearly EUR 8 billion of new money in the second quarter of 2016, a decline from the EUR 11 billion of ...

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Morningstar Wins Best Data Provider Award at 2016 Systems in the City Awards
Banking

Morningstar Wins Best Data Provider Award at 2016 Systems in the City Awards

5y | Morningstar

Morningstar Wins Best Data Provider Award at 2016 ...

For the second consecutive year, Morningstar has received the award for “Best Data Provider” at the Systems in the City Awards. Announced ...

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Morningstar Introduces Global Risk Model to Help Investors Analyze Stocks and Equity Portfolios
Insurance

Morningstar Introduces Global Risk Model to Help Investors Analyze Stocks and Equity Portfolios

5y | Morningstar

Morningstar Introduces Global Risk Model to Help I...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today introduced its first Global Risk Model with 36 factors ...

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Investors Stay Risk-Averse in May, but No Panic Evident Before the Brexit Vote
Trading & brokering

Investors Stay Risk-Averse in May, but No Panic Evident Before the Brexit Vote

5y | Morningstar

Investors Stay Risk-Averse in May, but No Panic Ev...

Although stock markets ticked nervously upward in May for the fifth month in a row, investors pulled their money out of open-end equity funds domicile...

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Morningstar Rates PIMCO Australian Bond Gold, 15 Fixed Income Funds Silver and 14 Bronze
Banking

Morningstar Rates PIMCO Australian Bond Gold, 15 Fixed Income Funds Silver and 14 Bronze

5y | Morningstar

Morningstar Rates PIMCO Australian Bond Gold, 15 F...

Morningstar today released its Sector Wrap-Up for Australian and global fixed income funds, covering 54 investment strategies.  Key Findings Fund...

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Commonwealth Bank of Australia Reappoints Morningstar Australasia as Primary Investment Research Provider
Banking

Commonwealth Bank of Australia Reappoints Morningstar Australasia as Primary Investment Research Provider

5y | Morningstar

Commonwealth Bank of Australia Reappoints Mornings...

Commonwealth Bank of Australia (ASX: CBA) has reappointed Morningstar Australasia Pty Ltd, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading...

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Morningstar Australasia Adds AB, Ausbil, Capital, First State Funds to Prospects List
Insurance

Morningstar Australasia Adds AB, Ausbil, Capital, First State Funds to Prospects List

5y | Morningstar

Morningstar Australasia Adds AB, Ausbil, Capital, ...

Nine Strategies Graduate to Full Qualitative Analyst Coverage Morningstar Australasia today published its six-monthly Morningstar Prospects Report, wh...

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Morningstar Research Examines High-Yield Bond ETFs and Questions Their Presumed Role in Market Instability
Insurance

Morningstar Research Examines High-Yield Bond ETFs and Questions Their Presumed Role in Market Instability

5y | Morningstar

Morningstar Research Examines High-Yield Bond ETFs...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released new research about the trading activity of the...

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Equity Funds Suffer Outflows, European Investors Favour Fixed-Income, Reveals Latest Morningstar European Fund Flows Data
Payments

Equity Funds Suffer Outflows, European Investors Favour Fixed-Income, Reveals Latest Morningstar European Fund Flows Data

5y | Morningstar

Equity Funds Suffer Outflows, European Investors F...

Still apparently shaken by the spike in volatility earlier this year, European investors continued to shun equity markets in April. Comforted by the E...

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Morningstar Research Identifies New Safe Initial Pension Withdrawal Rate for UK Retirees
Banking

Morningstar Research Identifies New Safe Initial Pension Withdrawal Rate for UK Retirees

5y | Morningstar

Morningstar Research Identifies New Safe Initial P...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released new research that identifies a new, lower, and...

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Study by Morningstar’s Russel Kinnel Shows Fund Fees are Proven Predictors of Future Success
Payments

Study by Morningstar’s Russel Kinnel Shows Fund Fees are Proven Predictors of Future Success

5y | Morningstar

Study by Morningstar’s Russel Kinnel Shows Fund Fe...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a study again finding that expense ratios are p...

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Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors
Banking

Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors

5y | Morningstar

Morningstar Launches ByAllAccounts Personal Financ...

Aggregates Investor Accounts with Daily Updates for a More Holistic View of Total Wealth  Morningstar, Inc. (NASDAQ: MORN), a leading provider of...

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ECB’s New Measures Lure Investors to Fixed-Income Funds in March
Payments

ECB’s New Measures Lure Investors to Fixed-Income Funds in March

5y | Morningstar

ECB’s New Measures Lure Investors to Fixed-Income ...

The 10th March announcement from the European Central Bank (ECB) that it is committed to buying non-financial investment grade bonds to stimulate the ...

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Morningstar Announces Winners for Morningstar European Fund Manager of the Year Awards 2016
Insurance

Morningstar Announces Winners for Morningstar European Fund Manager of the Year Awards 2016

5y | Morningstar

Morningstar Announces Winners for Morningstar Euro...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the winners for its seventh annual Morning...

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Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2016
Asset management

Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2016

5y | Morningstar

Morningstar Announces Nominees for Morningstar Eur...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its seventh annual Morningst...

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Ibbotson Associates Australia Changing Name to Morningstar Investment Management Australia
Trading & brokering

Ibbotson Associates Australia Changing Name to Morningstar Investment Management Australia

5y | Morningstar

Ibbotson Associates Australia Changing Name to Mor...

Ibbotson Associates Australia, part of the Morningstar Investment Management group, will be renamed Morningstar Investment Management Australia from 1...

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Morningstar Announces Agenda for 10th Investment Conference, London, 10th-11th May 2016
Payments

Morningstar Announces Agenda for 10th Investment Conference, London, 10th-11th May 2016

5y | Morningstar

Morningstar Announces Agenda for 10th Investment C...

Morningstar UK Limited, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), today announced the speaker and pr...

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Morningstar Announces Global Manager Research Team Appointments
Insurance

Morningstar Announces Global Manager Research Team Appointments

5y | Morningstar

Morningstar Announces Global Manager Research Team...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced several leadership appointments within its gl...

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Morningstar Announces Winners for Morningstar UK Fund Awards 2016
Asset management

Morningstar Announces Winners for Morningstar UK Fund Awards 2016

5y | Morningstar

Morningstar Announces Winners for Morningstar UK F...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the fun...

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Morningstar’s Annual Global Asset Flows Report Shows 2015 Inflows One-Third Lower than in 2014

Morningstar’s Annual Global Asset Flows Report Shows 2015 Inflows One-Third Lower than in 2014

5y | Morningstar

Morningstar’s Annual Global Asset Flows Report Sho...

Equity funds again top other category groups despite lower year-over-year inflows Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent...

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Morningstar Sustainability Ratings Now Available to Individual Investors Globally
Payments

Morningstar Sustainability Ratings Now Available to Individual Investors Globally

5y | Morningstar

Morningstar Sustainability Ratings Now Available t...

At its Institutional Conference in Amsterdam, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced...

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Morningstar Publishes Research Examining Active Share Data, Finding One in Five European Equity Funds is a Closet Indexer; Proportion of Indexers is Shrinking
Insurance

Morningstar Publishes Research Examining Active Share Data, Finding One in Five European Equity Funds is a Closet Indexer; Proportion of Indexers is Shrinking

5y | Morningstar

Morningstar Publishes Research Examining Active Sh...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published a research report, “Active Share i...

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Morningstar Introduces Industry’s First Sustainability Rating for 20,000 Funds Globally, Giving Investors New Way to Evaluate Investments Based on Environmental, Social, and Governance (ESG) Factors
Insurance

Morningstar Introduces Industry’s First Sustainability Rating for 20,000 Funds Globally, Giving Investors New Way to Evaluate Investments Based on Environmental, Social, and Governance (ESG) Factors

5y | Morningstar

Morningstar Introduces Industry’s First Sustainabi...

To help investors evaluate funds based on environmental, social, and governance (ESG) factors, Morningstar, Inc. (NASDAQ: MORN), a leading provider of...

View article
Morningstar Publishes Research to Help Investors Assess the True Cost of European Strategic-Beta ETFs
Payments

Morningstar Publishes Research to Help Investors Assess the True Cost of European Strategic-Beta ETFs

5y | Morningstar

Morningstar Publishes Research to Help Investors A...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published a res...

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Morningstar Announces Agenda for Morningstar Institutional Conference Europe in Amsterdam, 17-18 March 2016
Asset management

Morningstar Announces Agenda for Morningstar Institutional Conference Europe in Amsterdam, 17-18 March 2016

5y | Morningstar

Morningstar Announces Agenda for Morningstar Insti...

John C. Bogle and James Montier to present latest thinking on long-term investment strategies; Morningstar to present its new Sustainability Rating fo...

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Morningstar Managed Portfolios Now Available on the Novia Platform
Asset management

Morningstar Managed Portfolios Now Available on the Novia Platform

5y | Morningstar

Morningstar Managed Portfolios Now Available on th...

Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, today announced that Morningstar Managed Portfolios...

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Morningstar Receives Annual Environmental, Social, and Governance (ESG) Award from CFA Society Sweden

Morningstar Receives Annual Environmental, Social, and Governance (ESG) Award from CFA Society Sweden

5y | Morningstar

Morningstar Receives Annual Environmental, Social,...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that the CFA Society Sweden awarded Morningst...

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Morningstar Adds to Managed Portfolios Team with Appointment of Paul Brasington
Trading & brokering

Morningstar Adds to Managed Portfolios Team with Appointment of Paul Brasington

5y | Morningstar

Morningstar Adds to Managed Portfolios Team with A...

Morningstar Investment Management Europe Ltd, part of Morningstar’s Investment Management group, today announced the appointment of Paul Brasing...

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Morningstar Credit Ratings, LLC Affirms ‘MOR CS1’ Commercial Mortgage Primary and Master Servicer Rankings and ‘MOR CS2’ Commercial Mortgage Special Servicer Ranking for Wells Fargo Commercial Mortgage Servicing
Banking

Morningstar Credit Ratings, LLC Affirms ‘MOR CS1’ Commercial Mortgage Primary and Master Servicer Rankings and ‘MOR CS2’ Commercial Mortgage Special Servicer Ranking for Wells Fargo Commercial Mortgage Servicing

6y | Morningstar

Morningstar Credit Ratings, LLC Affirms ‘MOR CS1’ ...

Morningstar Credit Ratings, LLC today affirmed its ‘MOR CS1’ commercial mortgage primary and master servicer rankings and its ‘MOR C...

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Morningstar Publishes Research Examining Factors that Drive Investment Flows
Asset management

Morningstar Publishes Research Examining Factors that Drive Investment Flows

6y | Morningstar

Morningstar Publishes Research Examining Factors t...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a research paper analysing long-term investors&...

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Morningstar Credit Ratings Assigns Preliminary Ratings to Wells Fargo Commercial Mortgage Trust 2015-C31, Commercial Mortgage Pass-Through Certificates, Series 2015-C31
Banking

Morningstar Credit Ratings Assigns Preliminary Ratings to Wells Fargo Commercial Mortgage Trust 2015-C31, Commercial Mortgage Pass-Through Certificates, Series 2015-C31

6y | Morningstar

Morningstar Credit Ratings Assigns Preliminary Rat...

Morningstar Credit Ratings, LLC today assigned preliminary ratings to the commercial mortgage-backed securities (CMBS) transaction Wells Fargo Commerc...

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Morningstar Publishes Second Annual Global Guide to Strategic-Beta Exchange-Traded Products; Finds Faster Growth, Increased Complexity Because of Product Proliferation
Asset management

Morningstar Publishes Second Annual Global Guide to Strategic-Beta Exchange-Traded Products; Finds Faster Growth, Increased Complexity Because of Product Proliferation

6y | Morningstar

Morningstar Publishes Second Annual Global Guide t...

At its sixth annual ETF Conference in Chicago, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, published &ldq...

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Morningstar’s HelloWallet Wins “Best in Show” Award at FinovateFall 2015 Conference

Morningstar’s HelloWallet Wins “Best in Show” Award at FinovateFall 2015 Conference

6y | Morningstar

Morningstar’s HelloWallet Wins “Best in Show” Awar...

Morningstar, Inc. (NASDAQ: MORN) today announced that its HelloWallet unit received a “Best in Show” award at the FinovateFall conference ...

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Morningstar Announces Winners of 2015 Awards for Excellence in Investment

Morningstar Announces Winners of 2015 Awards for Excellence in Investment

6y | Morningstar

Morningstar Announces Winners of 2015 Awards for E...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the win...

View article
Morningstar Credit Ratings Assigns Preliminary Ratings to MAD 2015-11MD Mortgage Trust, Commercial Mortgage Pass-Through Certificates
Banking

Morningstar Credit Ratings Assigns Preliminary Ratings to MAD 2015-11MD Mortgage Trust, Commercial Mortgage Pass-Through Certificates

6y | Morningstar

Morningstar Credit Ratings Assigns Preliminary Rat...

Morningstar Credit Ratings, LLC today assigned preliminary ratings to the commercial mortgage-backed securities (CMBS) transaction MAD 2015-11MD Mortg...

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Morningstar to Launch First Environmental, Social, and Governance (ESG) Scores for Funds Globally
Insurance

Morningstar to Launch First Environmental, Social, and Governance (ESG) Scores for Funds Globally

6y | Morningstar

Morningstar to Launch First Environmental, Social,...

Sustainalytics to provide company-level ESG research; Julius Baer to license scores for fund research team Morningstar, Inc. (NASDAQ: MORN), a leading...

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Morningstar Announces Shortlist for 2015 Morningstar Awards for Excellence in Investment
Asset management

Morningstar Announces Shortlist for 2015 Morningstar Awards for Excellence in Investment

6y | Morningstar

Morningstar Announces Shortlist for 2015 Morningst...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the s...

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Canadian Dollar’s Decline Boosts International Funds in July, Morningstar Canada Data Show
Payments

Canadian Dollar’s Decline Boosts International Funds in July, Morningstar Canada Data Show

6y | Morningstar

Canadian Dollar’s Decline Boosts International Fun...

Morningstar Research Inc., a Canadian subsidiary of Chicago-based independent investment research provider Morningstar, Inc. (NASDAQ:MORN), today rele...

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Morningstar Appoints Jamie Wickham Head of Products and Client Solutions, Asia-Pacific

Morningstar Appoints Jamie Wickham Head of Products and Client Solutions, Asia-Pacific

6y | Morningstar

Morningstar Appoints Jamie Wickham Head of Product...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the appointment of Jamie Wickham as Head of P...

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Morningstar Wins Thought Leadership Award for Economic Moat Equity Research at Investment Week Investment Marketing and Innovation Awards 2015
Accounting

Morningstar Wins Thought Leadership Award for Economic Moat Equity Research at Investment Week Investment Marketing and Innovation Awards 2015

6y | Morningstar

Morningstar Wins Thought Leadership Award for Econ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has received the “Thought Leadership” award at th...

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Morningstar Announces Findings from Fourth Global Fund Investor Experience Report: United Kingdom Scores B+ Grade
Banking

Morningstar Announces Findings from Fourth Global Fund Investor Experience Report: United Kingdom Scores B+ Grade

6y | Morningstar

Morningstar Announces Findings from Fourth Global ...

Morningstar UK Ltd., a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released its biann...

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Morningstar Announces Leadership Appointments to Investment Management Group for the EMEA Region
Insurance

Morningstar Announces Leadership Appointments to Investment Management Group for the EMEA Region

6y | Morningstar

Morningstar Announces Leadership Appointments to I...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced leadership appointments to the Morningstar Inve...

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Morningstar Announces Switzerland Leadership Appointments: Media Release

Morningstar Announces Switzerland Leadership Appointments: Media Release

6y | Morningstar

Morningstar Announces Switzerland Leadership Appoi...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that Stefano Petracca is now Chief Executive ...

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Morningstar Publishes Report to Help Investors Analyse, Compare, and Select Index Funds
Insurance

Morningstar Publishes Report to Help Investors Analyse, Compare, and Select Index Funds

6y | Morningstar

Morningstar Publishes Report to Help Investors Ana...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published a det...

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Morningstar’s Annual Global Flows Report Shows Equity Funds Led Record Inflows of $1.3 Trillion in 2014
Banking

Morningstar’s Annual Global Flows Report Shows Equity Funds Led Record Inflows of $1.3 Trillion in 2014

6y | Morningstar

Morningstar’s Annual Global Flows Report Shows Equ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its third annual Global Flows Report examinin...

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Morningstar Obtains FSB Licenses to Launch Investment Management Business in South Africa, Hires Victoria Reuvers
Insurance

Morningstar Obtains FSB Licenses to Launch Investment Management Business in South Africa, Hires Victoria Reuvers

6y | Morningstar

Morningstar Obtains FSB Licenses to Launch Investm...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has launched an investment management business in South Afric...

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Morningstar Reaches Milestones, Aggregates More than $1 Trillion in Assets Daily Through Morningstar ByAllAccounts Aggregation Service
Banking

Morningstar Reaches Milestones, Aggregates More than $1 Trillion in Assets Daily Through Morningstar ByAllAccounts Aggregation Service

6y | Morningstar

Morningstar Reaches Milestones, Aggregates More th...

Morningstar, Inc. a leading provider of independent investment research, today announced a number of milestones for its Morningstar® ByAllAccounts...

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Morningstar Announces Agenda for Fifth Annual Morningstar Institutional Conference Europe in Amsterdam, 19-20 March 2015
Asset management

Morningstar Announces Agenda for Fifth Annual Morningstar Institutional Conference Europe in Amsterdam, 19-20 March 2015

6y | Morningstar

Morningstar Announces Agenda for Fifth Annual Morn...

Morningstar, Inc.(NASDAQ: MORN), a leading provider of independent investment research, today announced the agenda and speakers for its fifth annual M...

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Morningstar Announces UK Leadership Appointments

Morningstar Announces UK Leadership Appointments

6y | Morningstar

Morningstar Announces UK Leadership Appointments

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced leadership changes for Morningstar UK Limited a...

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Morningstar Launches Real Return Discretionary Managed Portfolios for UK Market
Insurance

Morningstar Launches Real Return Discretionary Managed Portfolios for UK Market

6y | Morningstar

Morningstar Launches Real Return Discretionary Man...

Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, today launches Multi-Asset Real Return portfolios a...

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Morningstar Announces Nominees for 2014 U.S. Fund Manager of the Year Awards
Asset management

Morningstar Announces Nominees for 2014 U.S. Fund Manager of the Year Awards

6y | Morningstar

Morningstar Announces Nominees for 2014 U.S. Fund ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its 2014 U.S. Fund Manager o...

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Morningstar Korea Appoints Andy Jung, CFA, as Director of Manager Research
Insurance

Morningstar Korea Appoints Andy Jung, CFA, as Director of Manager Research

6y | Morningstar

Morningstar Korea Appoints Andy Jung, CFA, as Dire...

Morningstar Korea, Ltd., a subsidiary of leading independent investment research provider Morningstar, Inc. (NASDAQ: MORN), today announced that Andy ...

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U.S. Equity Funds Outperform Again in 2014, Morningstar Canada Data Show
Asset management

U.S. Equity Funds Outperform Again in 2014, Morningstar Canada Data Show

6y | Morningstar

U.S. Equity Funds Outperform Again in 2014, Mornin...

Mutual funds in Canada offered generally positive results in 2014, despite a sharp increase in volatility in the last four months of the year. Thirty-...

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Morningstar Credit Ratings, LLC Places Operational Risk Assessment Rankings for Ocwen Financial Corporation on Alert
Banking

Morningstar Credit Ratings, LLC Places Operational Risk Assessment Rankings for Ocwen Financial Corporation on Alert

7y | Morningstar

Morningstar Credit Ratings, LLC Places Operational...

Morningstar Credit Ratings, LLC today placed four operational risk assessment rankings for Ocwen Financial Corporation (OFC) on Alert, including the &...

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Morningstar Launches iPad Apps for Mutual Fund and ETF Newsletters, Now Offers Mobile Access for Entire Suite of Investing Newsletters
Insurance

Morningstar Launches iPad Apps for Mutual Fund and ETF Newsletters, Now Offers Mobile Access for Entire Suite of Investing Newsletters

7y | Morningstar

Morningstar Launches iPad Apps for Mutual Fund and...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has launched FundInvestor and ETFInvestor, both for iPad, for...

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Morningstar Data and Reports Now Available in eMoney Wealth-Planning Platform
Insurance

Morningstar Data and Reports Now Available in eMoney Wealth-Planning Platform

7y | Morningstar

Morningstar Data and Reports Now Available in eMon...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has integrated its data and reports into the new version of e...

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Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for November 2014
Payments

Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for November 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund and ETF Asset...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and ...

View article
Total Financial Solutions Appoints Ibbotson Associates Australia Investment Manager for Managed Accounts and Investment Consultant
Asset management

Total Financial Solutions Appoints Ibbotson Associates Australia Investment Manager for Managed Accounts and Investment Consultant

7y | Morningstar

Total Financial Solutions Appoints Ibbotson Associ...

Ibbotson Associates Australia Limited, part of the Morningstar Investment Management group, has been appointed by financial planning dealer group Tota...

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Morningstar Launches Family of More Than 60 New Global Equity Indexes, Providing Investors with Comprehensive View of Worldwide Markets
Insurance

Morningstar Launches Family of More Than 60 New Global Equity Indexes, Providing Investors with Comprehensive View of Worldwide Markets

7y | Morningstar

Morningstar Launches Family of More Than 60 New Gl...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has launched more than 60 new global equity indices. Now, Mor...

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Morningstar Nominates Gregory Henslee, Gail Kelly, and John Martin for 2014 CEO of the Year Award

Morningstar Nominates Gregory Henslee, Gail Kelly, and John Martin for 2014 CEO of the Year Award

7y | Morningstar

Morningstar Nominates Gregory Henslee, Gail Kelly,...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its 2014 CEO of the Year awa...

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Morningstar Credit Ratings, LLC Affirms 'MOR CS1' Commercial Mortgage Primary and Master Servicer Rankings and 'MOR CS2' Commercial Mortgage Special Servicer Ranking for Wells Fargo Commercial Mortgage Servicing
Banking

Morningstar Credit Ratings, LLC Affirms 'MOR CS1' Commercial Mortgage Primary and Master Servicer Rankings and 'MOR CS2' Commercial Mortgage Special Servicer Ranking for Wells Fargo Commercial Mortgage Servicing

7y | Morningstar

Morningstar Credit Ratings, LLC Affirms 'MOR CS1' ...

Morningstar Credit Ratings, LLC has affirmed its 'MOR CS1' commercial mortgage primary and master servicer rankings and 'MOR CS2' comm...

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Strong Gains for U.S., European Equity Funds in November 2014, Morningstar Canada Data Show
Banking

Strong Gains for U.S., European Equity Funds in November 2014, Morningstar Canada Data Show

7y | Morningstar

Strong Gains for U.S., European Equity Funds in No...

Following a very volatile month in October, stock markets around the world posted strong results in November, helped by the accommodative policies of ...

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Morningstar to Provide Quantitative Ratings for Brazilian Funds to XP Investimentos
Banking

Morningstar to Provide Quantitative Ratings for Brazilian Funds to XP Investimentos

7y | Morningstar

Morningstar to Provide Quantitative Ratings for Br...

Morningstar Brazil, a subsidiary of independent investment research provider Morningstar, Inc. (NASDAQ: MORN), has been selected by XP Investimentos t...

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Morningstar Canada Announces Winners of 2014 Morningstar Awards
Accounting

Morningstar Canada Announces Winners of 2014 Morningstar Awards

7y | Morningstar

Morningstar Canada Announces Winners of 2014 Morni...

Morningstar Research, Inc., a Canadian subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today an...

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Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for October 2014
Payments

Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for October 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund and ETF Asset...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and ...

View article
Morningstar Appoints Jeremy Beckwith to Lead UK Morningstar Manager Research Team
Insurance

Morningstar Appoints Jeremy Beckwith to Lead UK Morningstar Manager Research Team

7y | Morningstar

Morningstar Appoints Jeremy Beckwith to Lead UK Mo...

Announces New Roles for Jackie Beard and Ruli Viljoen  Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, t...

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Annual Morningstar® Awards Gala to be Held Nov. 26 in Toronto
Insurance

Annual Morningstar® Awards Gala to be Held Nov. 26 in Toronto

7y | Morningstar

Annual Morningstar® Awards Gala to be Held Nov. 26...

Chief correspondent of CBC News and anchor of “The National” Peter Mansbridge to host award dinner; Jim Cuddy of Blue Rodeo to perform&nbs...

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Morningstar Upgrades Analyst Rating for One U.S. Fund, Downgrades 20 Funds in October
Insurance

Morningstar Upgrades Analyst Rating for One U.S. Fund, Downgrades 20 Funds in October

7y | Morningstar

Morningstar Upgrades Analyst Rating for One U.S. F...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating™ changes for...

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Morningstar India Announces Agenda and Speakers for Fourth Annual Investment Conference on 11-12 November
Asset management

Morningstar India Announces Agenda and Speakers for Fourth Annual Investment Conference on 11-12 November

7y | Morningstar

Morningstar India Announces Agenda and Speakers fo...

Morningstar India, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is holding it...

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Morningstar Publishes Research Report Examining European ETF Marketplace
Banking

Morningstar Publishes Research Report Examining European ETF Marketplace

7y | Morningstar

Morningstar Publishes Research Report Examining Eu...

Morningstar UK Limited, a subsidiary of Morningstar Inc., (NASDAQ: MORN), a leading provider of investment research, today published a new resear...

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New Research from Roger Ibbotson and Morningstar’s Tom Idzorek about Investment “Popularity” Featured in 40th Anniversary Issue of Journal of Portfolio Management
Insurance

New Research from Roger Ibbotson and Morningstar’s Tom Idzorek about Investment “Popularity” Featured in 40th Anniversary Issue of Journal of Portfolio Management

7y | Morningstar

New Research from Roger Ibbotson and Morningstar’s...

Research challenges long-held assumptions about the relationship between risk and return; proposes new paradigm for understanding investment performan...

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Natural Resources Stocks Continue to Sink in October, Dragging Canadian Equity Funds Down, Morningstar Canada Data Show
Banking

Natural Resources Stocks Continue to Sink in October, Dragging Canadian Equity Funds Down, Morningstar Canada Data Show

7y | Morningstar

Natural Resources Stocks Continue to Sink in Octob...

October was a volatile month for the world’s stock markets, which saw steep declines during the first two weeks. By month’s end, however, ...

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Morningstar to Provide Equity Research and Ratings to Charles Schwab
Banking

Morningstar to Provide Equity Research and Ratings to Charles Schwab

7y | Morningstar

Morningstar to Provide Equity Research and Ratings...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has been selected by Charles Schwab to provide global equity ...

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Morningstar, Inc. Reports Third-Quarter 2014 Financial Results
Asset management

Morningstar, Inc. Reports Third-Quarter 2014 Financial Results

7y | Morningstar

Morningstar, Inc. Reports Third-Quarter 2014 Finan...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its third-quarter 2014 financial results. The...

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Morningstar Names Best 529 College-Savings Plans for 2014, Assigns Negative Analyst Rating to Three Plans
Banking

Morningstar Names Best 529 College-Savings Plans for 2014, Assigns Negative Analyst Rating to Three Plans

7y | Morningstar

Morningstar Names Best 529 College-Savings Plans f...

Analysts identify 29 plans likely to outperform their peers on a risk-adjusted basis  Morningstar, Inc. (NASDAQ: MORN), a leading provider of ind...

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Morningstar Announces Speakers and Agenda for 2014 European ETF Conference 6-7 November in London

Morningstar Announces Speakers and Agenda for 2014 European ETF Conference 6-7 November in London

7y | Morningstar

Morningstar Announces Speakers and Agenda for 2014...

Morningstar Inc., today announced the speakers and programme for its third annual pan-Europe ETF Conference. The Morningstar ETF Conference, to be hel...

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Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for September 2014
Trading & brokering

Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for September 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund and ETF Asset...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded...

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Morningstar Changes Analyst Rating for 10 PIMCO Funds, Three Other U.S. Funds
Insurance

Morningstar Changes Analyst Rating for 10 PIMCO Funds, Three Other U.S. Funds

7y | Morningstar

Morningstar Changes Analyst Rating for 10 PIMCO Fu...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating™ changes for...

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Morningstar Credit Ratings, LLC Affirms ‘MOR CS1’ Commercial Mortgage Primary Servicer Ranking and ‘MOR CS2’ Commercial Mortgage Special Servicer Ranking for iStar Asset Services, Inc.
Banking

Morningstar Credit Ratings, LLC Affirms ‘MOR CS1’ Commercial Mortgage Primary Servicer Ranking and ‘MOR CS2’ Commercial Mortgage Special Servicer Ranking for iStar Asset Services, Inc.

7y | Morningstar

Morningstar Credit Ratings, LLC Affirms ‘MOR CS1’ ...

Morningstar Credit Ratings, LLC today affirmed its ‘MOR CS1’ commercial mortgage primary servicer ranking and ‘MOR CS2’ commer...

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Morningstar Launches Discretionary Managed Income Portfolios for UK Market
Asset management

Morningstar Launches Discretionary Managed Income Portfolios for UK Market

7y | Morningstar

Morningstar Launches Discretionary Managed Income ...

Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, today launched two income portfolios as part of the...

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Fund Stewardship Matters: Morningstar Research Shows Link Between Good Stewardship and Strong Performance for Canadian Fund Companies
Insurance

Fund Stewardship Matters: Morningstar Research Shows Link Between Good Stewardship and Strong Performance for Canadian Fund Companies

7y | Morningstar

Fund Stewardship Matters: Morningstar Research Sho...

New research from Morningstar Research Inc. (Morningstar Canada), a subsidiary of independent investment research provider Morningstar, Inc. (NASDAQ: ...

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Morningstar Credit Ratings, LLC Affirms ‘MOR CS3’ Commercial Mortgage Primary Servicer Ranking for Sabal Financial Group, LP
Banking

Morningstar Credit Ratings, LLC Affirms ‘MOR CS3’ Commercial Mortgage Primary Servicer Ranking for Sabal Financial Group, LP

7y | Morningstar

Morningstar Credit Ratings, LLC Affirms ‘MOR CS3’ ...

Raises Special Servicer Ranking to ‘MOR CS2’  Morningstar Credit Ratings, LLC today affirmed its ‘MOR CS3’ commercial mor...

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Morningstar Credit Ratings, LLC Publishes U.S. Asset-Backed Securities (ABS) Ratings Methodology
Banking

Morningstar Credit Ratings, LLC Publishes U.S. Asset-Backed Securities (ABS) Ratings Methodology

7y | Morningstar

Morningstar Credit Ratings, LLC Publishes U.S. Ass...

Morningstar Credit Ratings, LLC today published its methodology for U.S. asset-backed securities (ABS) ratings, outlining the principles the company&r...

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Morningstar Introduces Industry’s First Strategic Beta Classification System; Publishes Global Landscape Report to Help Investors Identify, Compare, and Analyze Strategies
Asset management

Morningstar Introduces Industry’s First Strategic Beta Classification System; Publishes Global Landscape Report to Help Investors Identify, Compare, and Analyze Strategies

7y | Morningstar

Morningstar Introduces Industry’s First Strategic ...

At its fifth annual ETF Conference, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has introduced the indust...

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Morningstar Introduces Industry’s First Strategic Beta Classification System; Publishes Global Landscape Report to Help Investors Identify, Compare, and Analyze Strategies
Asset management

Morningstar Introduces Industry’s First Strategic Beta Classification System; Publishes Global Landscape Report to Help Investors Identify, Compare, and Analyze Strategies

7y | Morningstar

Morningstar Introduces Industry’s First Strategic ...

At its fifth annual ETF Conference, Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today introduced the indu...

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Morningstar Reaches Milestone, Becomes First Provider to Manage More Than 1 Million Employee Retirement Accounts
Banking

Morningstar Reaches Milestone, Becomes First Provider to Manage More Than 1 Million Employee Retirement Accounts

7y | Morningstar

Morningstar Reaches Milestone, Becomes First Provi...

Charles Schwab newest plan sponsor to offer Morningstar Managed Accounts to employees.  The Morningstar Investment Management group, a unit of Mo...

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Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for August 2014

Morningstar Reports U.S. Mutual Fund and ETF Asset Flows for August 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund and ETF Asset...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded...

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Morningstar Australasia Announces Speakers, Agenda for Second Annual Individual Investor Conference
Trading & brokering

Morningstar Australasia Announces Speakers, Agenda for Second Annual Individual Investor Conference

7y | Morningstar

Morningstar Australasia Announces Speakers, Agenda...

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), today announced the agenda for its second annual Investment Con...

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Morningstar France Reveals New Global Fund Report At Fifth Annual Morningstar Investment Conference
Insurance

Morningstar France Reveals New Global Fund Report At Fifth Annual Morningstar Investment Conference

7y | Morningstar

Morningstar France Reveals New Global Fund Report ...

Morningstar France, a subsidiary of Morningstar Inc., (NASDAQ: MORN), a leading independent provider of investment research, presented at its annual c...

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Redtail Technology and Morningstar Work Together to Simplify Advisor Practice through Redtail’s Enhanced CRM User Interface
Insurance

Redtail Technology and Morningstar Work Together to Simplify Advisor Practice through Redtail’s Enhanced CRM User Interface

7y | Morningstar

Redtail Technology and Morningstar Work Together t...

New Redtail CRM User Interface Incorporates Morningstar’s Proprietary Research and Analytics  Redtail Technology, a leading provider of cli...

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Morningstar Announces Winners of 2014 Morningstar OBSR Awards for Excellence in Investment
Asset management

Morningstar Announces Winners of 2014 Morningstar OBSR Awards for Excellence in Investment

7y | Morningstar

Morningstar Announces Winners of 2014 Morningstar ...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced the win...

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Morningstar Reports Hedge Fund Performance for July, Asset Flows Through June 2014
Banking

Morningstar Reports Hedge Fund Performance for July, Asset Flows Through June 2014

7y | Morningstar

Morningstar Reports Hedge Fund Performance for Jul...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for July 20...

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All Fund Categories Up in August, With U.S. Equities in the Lead, Morningstar Canada Data Show
Insurance

All Fund Categories Up in August, With U.S. Equities in the Lead, Morningstar Canada Data Show

7y | Morningstar

All Fund Categories Up in August, With U.S. Equiti...

All 41 of the Morningstar Canada Fund Indices, which measure the aggregate returns of funds in various standard categories, had positive results durin...

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Morningstar Publishes Research Report about Consumers in Emerging Markets
Insurance

Morningstar Publishes Research Report about Consumers in Emerging Markets

7y | Morningstar

Morningstar Publishes Research Report about Consum...

Identifies Consumer Staples Companies Poised to Benefit  Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research,...

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Diane Earnshaw Named Head of UK Consulting within Morningstar Investment Management and Edward Fane Joins as Senior Investment Consultant and Portfolio Manager
Insurance

Diane Earnshaw Named Head of UK Consulting within Morningstar Investment Management and Edward Fane Joins as Senior Investment Consultant and Portfolio Manager

7y | Morningstar

Diane Earnshaw Named Head of UK Consulting within ...

Diane Earnshaw has been named head of UK Consulting for the Morningstar Investment Management group, a unit of Morningstar, Inc. Edward Fane, CFA, joi...

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Morningstar Announces Shortlist for 2014 Morningstar OBSR Awards for Excellence in Investment
Asset management

Morningstar Announces Shortlist for 2014 Morningstar OBSR Awards for Excellence in Investment

7y | Morningstar

Morningstar Announces Shortlist for 2014 Morningst...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the s...

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Morningstar Reports U.S. Mutual Fund Asset Flows for July 2014
Banking

Morningstar Reports U.S. Mutual Fund Asset Flows for July 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows f...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for Jul...

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Morningstar Upgrades Analyst Rating for Two U.S. Funds, Downgrades Seven Funds in July 2014
Insurance

Morningstar Upgrades Analyst Rating for Two U.S. Funds, Downgrades Seven Funds in July 2014

7y | Morningstar

Morningstar Upgrades Analyst Rating for Two U.S. F...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating™ changes for...

View article
Morningstar Reports Hedge Fund Performance for June, Asset Flows Through May 2014
Asset management

Morningstar Reports Hedge Fund Performance for June, Asset Flows Through May 2014

7y | Morningstar

Morningstar Reports Hedge Fund Performance for Jun...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for June 20...

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Morningstar Australasia Launches Snapshot Reports for Debt and Hybrid Securities
Insurance

Morningstar Australasia Launches Snapshot Reports for Debt and Hybrid Securities

7y | Morningstar

Morningstar Australasia Launches Snapshot Reports ...

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has laun...

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Morningstar Announces Speakers and Agenda for 2014 ETF Conference, Sept. 17-19 in Chicago
Asset management

Morningstar Announces Speakers and Agenda for 2014 ETF Conference, Sept. 17-19 in Chicago

7y | Morningstar

Morningstar Announces Speakers and Agenda for 2014...

Eugene Fama of The University of Chicago and Russ Koesterich of BlackRock/iShares to deliver keynotes  Morningstar, Inc. (NASDAQ: MORN), a leadin...

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Long-Term Funds Post Strong Quarterly Inflows, Allocation Funds See Record June Inflows, Latest Morningstar Fund Flows Data Reveals
Payments

Long-Term Funds Post Strong Quarterly Inflows, Allocation Funds See Record June Inflows, Latest Morningstar Fund Flows Data Reveals

7y | Morningstar

Long-Term Funds Post Strong Quarterly Inflows, All...

Morningstar’s latest fund flow figures reveal that long-term funds experienced inflows of EUR 36.1 billion in June, bringing to a close a quarte...

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Morningstar, Inc. Reports Second-Quarter 2014 Financial Results, Including a Previously Announced, Non-Recurring $61.0 Million Litigation Settlement Expense
Asset management

Morningstar, Inc. Reports Second-Quarter 2014 Financial Results, Including a Previously Announced, Non-Recurring $61.0 Million Litigation Settlement Expense

7y | Morningstar

Morningstar, Inc. Reports Second-Quarter 2014 Fina...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its second-quarter 2014 financial results. Th...

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Morningstar Expands Global Coverage on Market Data Feeds
Asset management

Morningstar Expands Global Coverage on Market Data Feeds

7y | Morningstar

Morningstar Expands Global Coverage on Market Data...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has added more than 20 markets to its consolidated market dat...

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Morningstar to Participate in Schwab OpenView Gateway™, Seamlessly Integrating Schwab’s Real-Time RIA Custodial Data into Morningstar Office℠
Insurance

Morningstar to Participate in Schwab OpenView Gateway™, Seamlessly Integrating Schwab’s Real-Time RIA Custodial Data into Morningstar Office℠

7y | Morningstar

Morningstar to Participate in Schwab OpenView Gate...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it is participating in the Schwab OpenView Ga...

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Morningstar Publishes New Book, Why Moats Matter: The Morningstar Approach to Stock Investing
Insurance

Morningstar Publishes New Book, Why Moats Matter: The Morningstar Approach to Stock Investing

7y | Morningstar

Morningstar Publishes New Book, Why Moats Matter: ...

Identifying “economic moats,” or structural barriers that protect companies from competition, is the cornerstone of Morningstar’s eq...

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Morningstar Credit Ratings, LLC Affirms ‘MOR SBC1’ Small-Balance Commercial Mortgage Servicer and Special Servicer Rankings for KeyBank, N.A.
Asset management

Morningstar Credit Ratings, LLC Affirms ‘MOR SBC1’ Small-Balance Commercial Mortgage Servicer and Special Servicer Rankings for KeyBank, N.A.

7y | Morningstar

Morningstar Credit Ratings, LLC Affirms ‘MOR SBC1’...

Morningstar Credit Ratings, LLC today affirmed its ‘MOR SBC1’ small-balance commercial mortgage servicer and special servicer rankings for...

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Jung-Tae Chae Named Chief Executive Officer of Morningstar Korea

Jung-Tae Chae Named Chief Executive Officer of Morningstar Korea

7y | Morningstar

Jung-Tae Chae Named Chief Executive Officer of Mor...

Morningstar Korea Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced th...

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Morningstar Reports U.S. Mutual Fund Asset Flows for June 2014
Payments

Morningstar Reports U.S. Mutual Fund Asset Flows for June 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows f...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flo...

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Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Six Funds in June
Insurance

Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Six Funds in June

7y | Morningstar

Morningstar Upgrades Analyst Rating for Four U.S. ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating™ changes for...

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Intercontinental Exchange Selects Morningstar to Provide Financial Data for the Redesigned NYSE.com
Insurance

Intercontinental Exchange Selects Morningstar to Provide Financial Data for the Redesigned NYSE.com

7y | Morningstar

Intercontinental Exchange Selects Morningstar to P...

Intercontinental Exchange (ICE) has selected Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, to provide compr...

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Annual Survey Finds Continued Rise of Mutual Funds as Vehicle of Choice for Alternative Strategies
Asset management

Annual Survey Finds Continued Rise of Mutual Funds as Vehicle of Choice for Alternative Strategies

7y | Morningstar

Annual Survey Finds Continued Rise of Mutual Funds...

Long-Short Equity Garners Most Investor Interest for Fourth Year in a Row  Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent in...

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Equity Funds Continue to Post Strong Gains in Second Quarter, Morningstar Canada Data Show
Banking

Equity Funds Continue to Post Strong Gains in Second Quarter, Morningstar Canada Data Show

7y | Morningstar

Equity Funds Continue to Post Strong Gains in Seco...

The performance story for equity funds in Canada in the second quarter of 2014 was very similar to that of the first quarter, with most categories sho...

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MoneyGuidePro® Announces Enhanced Integration with Morningstar Office℠
Insurance

MoneyGuidePro® Announces Enhanced Integration with Morningstar Office℠

7y | Morningstar

MoneyGuidePro® Announces Enhanced Integration with...

New web-service integration eliminates manual data entry for Morningstar Office users  MoneyGuidePro®, a leader in goal-focused financial pla...

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Morningstar Announces Findings from 2014 Target-Date Series Research Paper
Insurance

Morningstar Announces Findings from 2014 Target-Date Series Research Paper

7y | Morningstar

Morningstar Announces Findings from 2014 Target-Da...

New asset flows into target-date mutual funds represent nearly a third of firms’ net new assets; Fidelity unseats Vanguard as lowest-cost target...

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European Long-Term Funds Continue to Attract Investors, Emerging Markets Funds Show Resurgence in May, Latest Morningstar Fund Flows Data Reveals
Payments

European Long-Term Funds Continue to Attract Investors, Emerging Markets Funds Show Resurgence in May, Latest Morningstar Fund Flows Data Reveals

7y | Morningstar

European Long-Term Funds Continue to Attract Inves...

Morningstar’s latest fund flow figures reveal that long-term European funds continue to see substantial demand from investors. Open-end funds po...

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National Association of Insurance Commissioners Extends Morningstar Credit Ratings, LLC Designation to All Structured Finance
Banking

National Association of Insurance Commissioners Extends Morningstar Credit Ratings, LLC Designation to All Structured Finance

7y | Morningstar

National Association of Insurance Commissioners Ex...

The National Association of Insurance Commissioners (NAIC) has voted to extend Morningstar Credit Ratings, LLC’s designation on the NAIC Credit ...

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Morningstar Australasia Introduces Stewardship Ratings for Australian, New Zealand Stocks
Insurance

Morningstar Australasia Introduces Stewardship Ratings for Australian, New Zealand Stocks

7y | Morningstar

Morningstar Australasia Introduces Stewardship Rat...

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today la...

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Morningstar Reports Hedge Fund Performance for May, Asset Flows Through April 2014
Asset management

Morningstar Reports Hedge Fund Performance for May, Asset Flows Through April 2014

7y | Morningstar

Morningstar Reports Hedge Fund Performance for May...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for May 201...

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Morningstar Launches Manager Research Services for Institutional Investors
Banking

Morningstar Launches Manager Research Services for Institutional Investors

7y | Morningstar

Morningstar Launches Manager Research Services for...

New service combines research, reports, ratings, software, tools, and data with access to Morningstar’s analysts  Morningstar, Inc. (NASDAQ...

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Michael Keaveney Named Director of Investment Management, Canada for Morningstar Investment Management
Treasury

Michael Keaveney Named Director of Investment Management, Canada for Morningstar Investment Management

7y | Morningstar

Michael Keaveney Named Director of Investment Mana...

Michael Keaveney, CFA®, has been appointed director of investment management, Canada, for the Morningstar Investment Management group. Keaveney wi...

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Morningstar Reports U.S. Mutual Fund Asset Flows for May 2014

Morningstar Reports U.S. Mutual Fund Asset Flows for May 2014

7y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows f...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for May...

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Morningstar Credit Ratings, LLC Publishes New U.S. Residential Mortgage-Backed Securities (RMBS) Ratings Methodology
Banking

Morningstar Credit Ratings, LLC Publishes New U.S. Residential Mortgage-Backed Securities (RMBS) Ratings Methodology

7y | Morningstar

Morningstar Credit Ratings, LLC Publishes New U.S....

Morningstar Credit Ratings, LLC has published a new methodology for U.S. residential mortgage-backed securities (RMBS) ratings, outlining the process ...

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Morningstar Provides Equity and Corporate Credit Research and Ratings on Bloomberg
Insurance

Morningstar Provides Equity and Corporate Credit Research and Ratings on Bloomberg

7y | Morningstar

Morningstar Provides Equity and Corporate Credit R...

Equity and corporate credit research and ratings from Morningstar, Inc. (NASDAQ: MORN) are now available through the Bloomberg Professional service, a...

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Morningstar Further Bolsters Manager Research Team with Hire of Vaughan and Eyre
Insurance

Morningstar Further Bolsters Manager Research Team with Hire of Vaughan and Eyre

7y | Morningstar

Morningstar Further Bolsters Manager Research Team...

Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the a...

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Morningstar Upgrades Analyst Rating for Three U.S. Funds, Downgrades Seven Funds in May
Payments

Morningstar Upgrades Analyst Rating for Three U.S. Funds, Downgrades Seven Funds in May

7y | Morningstar

Morningstar Upgrades Analyst Rating for Three U.S....

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating™ changes for...

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Hong Kong Securities and Futures Commission Grants Investment Advisory and Asset Management Licenses to Morningstar Investment Management Asia
Trading & brokering

Hong Kong Securities and Futures Commission Grants Investment Advisory and Asset Management Licenses to Morningstar Investment Management Asia

7y | Morningstar

Hong Kong Securities and Futures Commission Grants...

The Hong Kong Securities and Futures Commission (SFC) has granted Morningstar Investment Management Asia Limited licenses to provide investment adviso...

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Morningstar Credit Ratings, LLC Assigns ‘MOR CS2’ Commercial Mortgage Special Servicer Ranking for Rialto Capital Advisors
Asset management

Morningstar Credit Ratings, LLC Assigns ‘MOR CS2’ Commercial Mortgage Special Servicer Ranking for Rialto Capital Advisors

7y | Morningstar

Morningstar Credit Ratings, LLC Assigns ‘MOR CS2’ ...

Morningstar Credit Ratings, LLC today assigned its ‘MOR CS2’ commercial mortgage special servicer ranking for Rialto Capital Advisors, LLC...

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Canadian Equity Funds Fall Flat in May, Morningstar Canada Data Show
Banking

Canadian Equity Funds Fall Flat in May, Morningstar Canada Data Show

7y | Morningstar

Canadian Equity Funds Fall Flat in May, Morningsta...

The rally in natural resources equities that has been the driving force behind Canadian equity funds’ performance since the start of 2014 took a...

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Morningstar, Inc. Completes Acquisition of HelloWallet Holdings, Inc.
Banking

Morningstar, Inc. Completes Acquisition of HelloWallet Holdings, Inc.

7y | Morningstar

Morningstar, Inc. Completes Acquisition of HelloWa...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has completed its previously announced acquisition of HelloWa...

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Morningstar Credit Ratings DealView Surveillance Reports for CMBS Transactions Rated at Issuance Now Available to All Investors
Banking

Morningstar Credit Ratings DealView Surveillance Reports for CMBS Transactions Rated at Issuance Now Available to All Investors

7y | Morningstar

Morningstar Credit Ratings DealView Surveillance R...

Morningstar Credit Ratings, LLC today announced its commercial mortgage-backed securities (CMBS) DealView(SM) surveillance reports, for public deals i...

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Morningstar Names Jon Hale as Director of North American Manager Research

Morningstar Names Jon Hale as Director of North American Manager Research

7y | Morningstar

Morningstar Names Jon Hale as Director of North Am...

Morningstar, Inc. (NASDAQ: MORN) has named Jon Hale, Ph.D., CFA, as director of manager research for North America, reporting to Scott Burns, Mornings...

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Morningstar Reports Hedge Fund Performance for April, Asset Flows Through March 2014
Asset management

Morningstar Reports Hedge Fund Performance for April, Asset Flows Through March 2014

7y | Morningstar

Morningstar Reports Hedge Fund Performance for Apr...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for April 2...

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Morningstar, Inc. to Acquire HelloWallet Holdings, Inc., Leading Provider of Online Financial Wellness
Banking

Morningstar, Inc. to Acquire HelloWallet Holdings, Inc., Leading Provider of Online Financial Wellness

7y | Morningstar

Morningstar, Inc. to Acquire HelloWallet Holdings,...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has entered into a definitive agreement to acquire HelloWalle...

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Morningstar Publishes Research Report about Tracking Efficiency in Chinese Equity Exchange-Traded Funds
Payments

Morningstar Publishes Research Report about Tracking Efficiency in Chinese Equity Exchange-Traded Funds

7y | Morningstar

Morningstar Publishes Research Report about Tracki...

Morningstar Asia Limited, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), has published a new research report, ...

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529 College-Savings Plans Show Continued Asset Growth and Sustained Investor Preference for Diversified Investments, According to Morningstar Research
Banking

529 College-Savings Plans Show Continued Asset Growth and Sustained Investor Preference for Diversified Investments, According to Morningstar Research

7y | Morningstar

529 College-Savings Plans Show Continued Asset Gro...

Morningstar Inc., a leading provider of independent investment research (NASDAQ: MORN), today published its annual study of U.S. 529 college-savings p...

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Morningstar Strengthens Fixed-Income Expertise with Appointment of Phil Roantree
Insurance

Morningstar Strengthens Fixed-Income Expertise with Appointment of Phil Roantree

7y | Morningstar

Morningstar Strengthens Fixed-Income Expertise wit...

Morningstar UK Limited, a subsidiary of Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today announced the ...

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Morningstar Collaborates with UBS Delta to Deliver Solvency II Capital Requirement Calculations to Asset Managers
Insurance

Morningstar Collaborates with UBS Delta to Deliver Solvency II Capital Requirement Calculations to Asset Managers

7y | Morningstar

Morningstar Collaborates with UBS Delta to Deliver...

Morningstar UK Limited, a subsidiary of Morningstar Inc., (NASDAQ: MORN), an independent investment research firm, and UBS Delta, a leading provider o...

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Morningstar Appoints Two New Analysts to Manager Research Team

Morningstar Appoints Two New Analysts to Manager Research Team

7y | Morningstar

Morningstar Appoints Two New Analysts to Manager R...

Morningstar UK Limited, a subsidiary of Chicago-based Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, t...

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Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Eight Funds in March
Insurance

Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Eight Funds in March

7y | Morningstar

Morningstar Upgrades Analyst Rating for Four U.S. ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating(TM) changes for se...

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Morningstar Announces Agenda for 2014 UK Investment Conference
Trading & brokering

Morningstar Announces Agenda for 2014 UK Investment Conference

7y | Morningstar

Morningstar Announces Agenda for 2014 UK Investmen...

Morningstar UK Limited, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), today announced the speaker and pr...

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Morningstar Announces Winners for Morningstar UK Fund Awards 2014
Asset management

Morningstar Announces Winners for Morningstar UK Fund Awards 2014

7y | Morningstar

Morningstar Announces Winners for Morningstar UK F...

Morningstar UK Limited, a subsidiary of Chicago-based Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today ...

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Morningstar, Inc. Acquires ByAllAccounts, Inc., Provider of Innovative Data Aggregation Technology for Financial Applications
Insurance

Morningstar, Inc. Acquires ByAllAccounts, Inc., Provider of Innovative Data Aggregation Technology for Financial Applications

7y | Morningstar

Morningstar, Inc. Acquires ByAllAccounts, Inc., Pr...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today acquired ByAllAccounts, Inc., a provider of innovative ...

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Morningstar Publishes Findings from Latest Study of Asset Managers' Fund Stewardship Practices
Payments

Morningstar Publishes Findings from Latest Study of Asset Managers' Fund Stewardship Practices

7y | Morningstar

Morningstar Publishes Findings from Latest Study o...

New research from Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, reinforces that asset managers with good fu...

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Morningstar Analyst View: Fidelity Cuts Fees

Morningstar Analyst View: Fidelity Cuts Fees

7y | Morningstar

Morningstar Analyst View: Fidelity Cuts Fees

Investors in Fidelity China Special Situations will have fees cut from April 1 this year. The annual fee on Fidelity Japanese Values has al...

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Morningstar Publishes Second Annual Global Fund Flows Report: The Tide Turns Towards Equities
Asset management

Morningstar Publishes Second Annual Global Fund Flows Report: The Tide Turns Towards Equities

7y | Morningstar

Morningstar Publishes Second Annual Global Fund Fl...

Morningstar has published its second annual Global Flows Report. The research report examines 2013 mutual fund and exchange-traded fund asset flows in...

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Morningstar Establishes Equity Research Analyst Team in Europe
Insurance

Morningstar Establishes Equity Research Analyst Team in Europe

7y | Morningstar

Morningstar Establishes Equity Research Analyst Te...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is expanding its equity research offering in Europe with...

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Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2014
Insurance

Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2014

7y | Morningstar

Morningstar Announces Nominees for Morningstar Eur...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the nominees for its fifth annual Mornin...

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Morningstar Announces Agenda for Fourth Annual Morningstar Investment Conference Europe in Amsterdam
Asset management

Morningstar Announces Agenda for Fourth Annual Morningstar Investment Conference Europe in Amsterdam

7y | Morningstar

Morningstar Announces Agenda for Fourth Annual Mor...

Queen Máxima to Deliver Keynote Address  Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has...

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Alliance News Equities News Service Available on Morningstar UK Investment Research Platforms
Insurance

Alliance News Equities News Service Available on Morningstar UK Investment Research Platforms

7y | Morningstar

Alliance News Equities News Service Available on M...

Alliance News Limited today, Wednesday 29th January, announces the launch of its equities news streaming service on two leading UK investor platforms ...

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Morningstar Announces 2013 U.S. Fund Manager of the Year Award Winners
Banking

Morningstar Announces 2013 U.S. Fund Manager of the Year Award Winners

7y | Morningstar

Morningstar Announces 2013 U.S. Fund Manager of th...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its 2013 U.S. Fund Manager of the Year award ...

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Investors Favour Equities and Shun Emerging-Markets Bond Funds, Morningstar’s Latest Fund Flow Figures Reveal
Banking

Investors Favour Equities and Shun Emerging-Markets Bond Funds, Morningstar’s Latest Fund Flow Figures Reveal

7y | Morningstar

Investors Favour Equities and Shun Emerging-Market...

Morningstar’s fund flow figures show investors shunned emerging-markets bond funds in November, redeeming EUR 3.1 billion from the category. Acr...

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Morningstar - Tapering Delay Drives European Fund Investors to Risky Assets
Payments

Morningstar - Tapering Delay Drives European Fund Investors to Risky Assets

8y | Morningstar

Morningstar - Tapering Delay Drives European Fund ...

Investors poured into equity funds in October, Morningstar’s latest European fund flow data reveals. With net inflows of EUR 15.3 billion, equit...

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Morningstar Launches Analyst Ratings for UK Passive Funds
Payments

Morningstar Launches Analyst Ratings for UK Passive Funds

8y | Morningstar

Morningstar Launches Analyst Ratings for UK Passiv...

Morningstar UK, a subsidiary of Morningstar Inc. (NASDAQ: MORN), a leading independent investment research provider, today launched qualitative resear...

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Simon Ewan Appointed Managing Director for Morningstar Investment Management Europe
Asset management

Simon Ewan Appointed Managing Director for Morningstar Investment Management Europe

8y | Morningstar

Simon Ewan Appointed Managing Director for Morning...

Morningstar Investment Management Europe Ltd, a provider of investment advisory and portfolio services, has appointed Simon Ewan to the role of Managi...

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Morningstar Reports U.S. Mutual Fund Asset Flows for October 2013
Payments

Morningstar Reports U.S. Mutual Fund Asset Flows for October 2013

8y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows f...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for Oct...

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Morningstar Report Finds Nordic-Domiciled Funds as a Group Deliver Attractive Ongoing Charges Relative to European Markets
Banking

Morningstar Report Finds Nordic-Domiciled Funds as a Group Deliver Attractive Ongoing Charges Relative to European Markets

8y | Morningstar

Morningstar Report Finds Nordic-Domiciled Funds as...

Morningstar Denmark, a subsidiary of leading independent investment research provider Morningstar, Inc. (NASDAQ: MORN), today published a detailed res...

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In an Uncertain Environment, European Fund Investors Shun Bonds and Opt for Equity Funds, Morningstar’s Latest Fund Flow Figures Reveal
Asset management

In an Uncertain Environment, European Fund Investors Shun Bonds and Opt for Equity Funds, Morningstar’s Latest Fund Flow Figures Reveal

8y | Morningstar

In an Uncertain Environment, European Fund Investo...

Morningstar’s fund flow figures for September 2013 show that long-term open-end funds took in a tepid EUR 3.7 billion during the month. With the...

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Morningstar Announces Speakers and Agenda for 2013 European ETF Invest Conference

Morningstar Announces Speakers and Agenda for 2013 European ETF Invest Conference

8y | Morningstar

Morningstar Announces Speakers and Agenda for 2013...

Morningstar has announced the speaker and programme details for its second European ETF Invest Conference, to be held in Milan on 7 and 8 November, 20...

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Fixed Income Suffers as Investors Brace for Rising Rates, Morningstar’s Latest Fund Flows Data Reveals
Payments

Fixed Income Suffers as Investors Brace for Rising Rates, Morningstar’s Latest Fund Flows Data Reveals

8y | Morningstar

Fixed Income Suffers as Investors Brace for Rising...

Morningstar’s latest fund flows data indicates that fixed income suffered in August as investors brace for rising rates. As the U.S. Federal Res...

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Morningstar Reports Hedge Fund Performance for August, Asset Flows Through July
Asset management

Morningstar Reports Hedge Fund Performance for August, Asset Flows Through July

8y | Morningstar

Morningstar Reports Hedge Fund Performance for Aug...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for August ...

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Tom Schiller Joins Morningstar as Managing Director of Client Solutions for Asia-Pacific Region

Tom Schiller Joins Morningstar as Managing Director of Client Solutions for Asia-Pacific Region

8y | Morningstar

Tom Schiller Joins Morningstar as Managing Directo...

Tom Schiller has joined Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, as managing director of client soluti...

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Morningstar Compares Costs of Investing In Exchange-Traded Products and TraditionalIndex Funds
Banking

Morningstar Compares Costs of Investing In Exchange-Traded Products and TraditionalIndex Funds

8y | Morningstar

Morningstar Compares Costs of Investing In Exchang...

Morningstar UK Ltd., a subsidiary of independent investment research firm Morningstar, Inc., has today published its detailed research report, "E...

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“Fund flows intelligence” based on EY innovative Global Fund Distribution (EY GFD) platform
Banking

“Fund flows intelligence” based on EY innovative Global Fund Distribution (EY GFD) platform

8y | Morningstar

“Fund flows intelligence” based on EY innovative G...

EY announces the release of the second edition of its Global Fund Distribution wall chart, European Fund Distribution – Market Intelligence by E...

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Morningstar OBSR Managed Portfolios Service Now Available on Transact Platform
Asset management

Morningstar OBSR Managed Portfolios Service Now Available on Transact Platform

8y | Morningstar

Morningstar OBSR Managed Portfolios Service Now Av...

Morningstar Investment Management Europe Ltd. (“Morningstar”), a provider of investment advisory and portfolio services, today announced t...

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Morningstar, Inc. Reports Second-Quarter 2013 Financial Results, Announces Operating Segment Change
Banking

Morningstar, Inc. Reports Second-Quarter 2013 Financial Results, Announces Operating Segment Change

8y | Morningstar

Morningstar, Inc. Reports Second-Quarter 2013 Fina...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its second-quarter 2013 financial results. Th...

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Morningstar Australasia Provides Comprehensive International Shares Research to RBS Morgans
Insurance

Morningstar Australasia Provides Comprehensive International Shares Research to RBS Morgans

8y | Morningstar

Morningstar Australasia Provides Comprehensive Int...

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has anno...

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Morningstar Reports U.S. Mutual Fund Asset Flows for June 2013
Treasury

Morningstar Reports U.S. Mutual Fund Asset Flows for June 2013

8y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows f...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for Jun...

View article
Ibbotson Associates Australia Announces Staff Appointments, Expands Distribution Footprint

Ibbotson Associates Australia Announces Staff Appointments, Expands Distribution Footprint

8y | Morningstar

Ibbotson Associates Australia Announces Staff Appo...

Ibbotson Associates Australia, a unit of Morningstar's Investment Management division, has announced several staff appointments designed to expand...

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Morningstar Credit Ratings Now Qualifies as a Rating Agency under Amended Underwriter Exemption of the Employee Retirement Income Security Act of 1974
Insurance

Morningstar Credit Ratings Now Qualifies as a Rating Agency under Amended Underwriter Exemption of the Employee Retirement Income Security Act of 1974

8y | Morningstar

Morningstar Credit Ratings Now Qualifies as a Rati...

Morningstar Credit Ratings, LLC, an NRSRO and the structured credit research and ratings subsidiary of Morningstar, Inc., today announced that it now ...

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Morningstar Australasia Provides Equity Technology Solution to Westpac Online Investing

Morningstar Australasia Provides Equity Technology Solution to Westpac Online Investing

8y | Morningstar

Morningstar Australasia Provides Equity Technology...

Morningstar Australasia Pty Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today an...

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Japanese and U.S. Equity Funds Shine on While Most Other Categories Struggle in Second-Quarter 2013, Morningstar Canada Data Show
Banking

Japanese and U.S. Equity Funds Shine on While Most Other Categories Struggle in Second-Quarter 2013, Morningstar Canada Data Show

8y | Morningstar

Japanese and U.S. Equity Funds Shine on While Most...

Equity funds in Canada did poorly in June, but 12 of the 22 Morningstar Canada Fund Indices that measure the performance of equity fund categories sti...

View article
FINRA Selects Morningstar for Re-Launch of Market Data Center
Insurance

FINRA Selects Morningstar for Re-Launch of Market Data Center

8y | Morningstar

FINRA Selects Morningstar for Re-Launch of Market ...

The Financial Industry Regulatory Authority (FINRA) announced today that it selected Morningstar, Inc. to provide financial data, technology and desig...

View article
Morningstar Announces Findings from 2013 Target-Date Series Industry Survey
Banking

Morningstar Announces Findings from 2013 Target-Date Series Industry Survey

8y | Morningstar

Morningstar Announces Findings from 2013 Target-Da...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced findings from its Target-Date Series Research...

View article
Annual Survey Finds Continued Interest in Alternative Investments
Asset management

Annual Survey Finds Continued Interest in Alternative Investments

8y | Morningstar

Annual Survey Finds Continued Interest in Alternat...

Shift from Hedge Funds to Alternative Mutual Funds Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, and Barro...

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Morningstar Reports Hedge Fund Performance for May, Asset Flows Through April
Asset management

Morningstar Reports Hedge Fund Performance for May, Asset Flows Through April

8y | Morningstar

Morningstar Reports Hedge Fund Performance for May...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for May 201...

View article
Morningstar Reports U.S. Mutual Fund Asset Flows Through May 2013
Treasury

Morningstar Reports U.S. Mutual Fund Asset Flows Through May 2013

8y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows T...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows through...

View article
U.S. Equity Funds on Top in May, Morningstar Canada Data Show
Insurance

U.S. Equity Funds on Top in May, Morningstar Canada Data Show

8y | Morningstar

U.S. Equity Funds on Top in May, Morningstar Canad...

Solid performance in U.S. stock markets, combined with a surging greenback, produced strong gains for U.S. equity funds sold in Canada during the mont...

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Morningstar Reports Hedge Fund Performance for April, Asset Flows Through March
Asset management

Morningstar Reports Hedge Fund Performance for April, Asset Flows Through March

8y | Morningstar

Morningstar Reports Hedge Fund Performance for Apr...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported preliminary hedge fund performance for April 2...

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Morningstar Significantly Expands Equity Coverage, Launches Quantitative Ratings and Reports for 28,000 Companies Globally
Insurance

Morningstar Significantly Expands Equity Coverage, Launches Quantitative Ratings and Reports for 28,000 Companies Globally

8y | Morningstar

Morningstar Significantly Expands Equity Coverage,...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has significantly expanded its equity coverage with the intro...

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Morningstar Reports U.S. Mutual Fund Asset Flows Through April 2013

Morningstar Reports U.S. Mutual Fund Asset Flows Through April 2013

8y | Morningstar

Morningstar Reports U.S. Mutual Fund Asset Flows T...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows through...

View article
Morningstar Announces Findings from Third Global Fund Investor Experience Report

Morningstar Announces Findings from Third Global Fund Investor Experience Report

8y | Morningstar

Morningstar Announces Findings from Third Global F...

United States Scores the Best and South Africa the Worst Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, to...

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Morningstar OBSR Managed Portfolios Service Launches for UK Advisers
Asset management

Morningstar OBSR Managed Portfolios Service Launches for UK Advisers

8y | Morningstar

Morningstar OBSR Managed Portfolios Service Launch...

Morningstar Investment Management Europe, Ltd., a provider of investment advisory and portfolio services, today launched a managed portfolios service ...

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Morningstar Acquires Remaining Ownership Interest in Morningstar Sweden
Insurance

Morningstar Acquires Remaining Ownership Interest in Morningstar Sweden

8y | Morningstar

Morningstar Acquires Remaining Ownership Interest ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has acquired its remaining ownership interest in Morningstar ...

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Morningstar Adds Moody’s Credit Ratings to Data Feeds
Banking

Morningstar Adds Moody’s Credit Ratings to Data Feeds

8y | Morningstar

Morningstar Adds Moody’s Credit Ratings to Data Fe...

Morningstar UK Ltd, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), has announced that credit ratings from Mood...

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Morningstar Finance App Launches in Mercedes-Benz Vehicles
Insurance

Morningstar Finance App Launches in Mercedes-Benz Vehicles

8y | Morningstar

Morningstar Finance App Launches in Mercedes-Benz ...

Daimler AG is now offering a finance app from Morningstar through the COMAND Online system in Mercedes-Benz vehicles. Available in more than 20 langua...

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Morningstar UK to Provide Hosted Web Solution and Equity Data to Proquote
Insurance

Morningstar UK to Provide Hosted Web Solution and Equity Data to Proquote

8y | Morningstar

Morningstar UK to Provide Hosted Web Solution and ...

Morningstar UK, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), has announced a hosted web solution and equity ...

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Latest Fund Flows Data from Morningstar Shows Bond Funds Dominated in 2012
Payments

Latest Fund Flows Data from Morningstar Shows Bond Funds Dominated in 2012

8y | Morningstar

Latest Fund Flows Data from Morningstar Shows Bond...

Despite the challenging macroeconomic environment, European investors added EUR 26.6 billion to long term funds in December 2012, bringing total net i...

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Morningstar puts Analyst Rating for the Henderson Asian Growth Trust Under Review

Morningstar puts Analyst Rating for the Henderson Asian Growth Trust Under Review

9y | Morningstar

Morningstar puts Analyst Rating for the Henderson ...

Morningstar has today placed its Analyst Rating for the Henderson Asian Growth Trust (HAGT) Under Review. The fund was previously rated Neutral. Jack...

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Equity Fund Investors Are Coming Back, but Bond Funds Continue to Dominate the European Fund Market, Morningstar Fund Flows Data Reveals
Payments

Equity Fund Investors Are Coming Back, but Bond Funds Continue to Dominate the European Fund Market, Morningstar Fund Flows Data Reveals

9y | Morningstar

Equity Fund Investors Are Coming Back, but Bond Fu...

Morningstar’s latest European fund flows data shows that European investors continued to contribute new money to mutual funds in November, addin...

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Morningstar Providing Data for Bing Finance App on Windows 8
Insurance

Morningstar Providing Data for Bing Finance App on Windows 8

9y | Morningstar

Morningstar Providing Data for Bing Finance App on...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it has been selected to provide investment da...

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Morningstar Launches StockInvestor(SM) App for iPad®, Providing Mobile Access to Exclusive Investment Strategies and Select Stock Research and Data
Trading & brokering

Morningstar Launches StockInvestor(SM) App for iPad®, Providing Mobile Access to Exclusive Investment Strategies and Select Stock Research and Data

9y | Morningstar

Morningstar Launches StockInvestor(SM) App for iPa...

Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today announced the launch of Morningstar® StockInvestor...

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Investors continue to creep back into equity funds and flock into bond funds, latest Morningstar European fund flow data reveals
Asset management

Investors continue to creep back into equity funds and flock into bond funds, latest Morningstar European fund flow data reveals

9y | Morningstar

Investors continue to creep back into equity funds...

Equity fund investors are edging back into the market, but the continuing stampede into bond funds dwarfed the second consecutive month of inflows int...

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Morningstar Releases Policy Proposal for the Presentation of Past Fund Performance Post-RDR

Morningstar Releases Policy Proposal for the Presentation of Past Fund Performance Post-RDR

9y | Morningstar

Morningstar Releases Policy Proposal for the Prese...

Morningstar UK Ltd, a subsidiary of Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today released its Polic...

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Fund investors more positive on stocks, but appetite for bonds still dominates - latest Morningstar fund flows data reveals
Banking

Fund investors more positive on stocks, but appetite for bonds still dominates - latest Morningstar fund flows data reveals

9y | Morningstar

Fund investors more positive on stocks, but appeti...

With policy makers and central banks striving to ease the pain for troubled eurozone economies, European fund investors may be shrugging off the risk ...

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Investors beware: High fees destroy performance in bond funds, Morningstar research finds

Investors beware: High fees destroy performance in bond funds, Morningstar research finds

9y | Morningstar

Investors beware: High fees destroy performance in...

New research from Morningstar has found further evidence of the link between high fund fees and low performance outcomes for investors. The research,...

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Morningstar Acquires Minority Equity Stake in Inquiry Financial, Provider of Sell-Side Consensus Estimate Data
Banking

Morningstar Acquires Minority Equity Stake in Inquiry Financial, Provider of Sell-Side Consensus Estimate Data

9y | Morningstar

Morningstar Acquires Minority Equity Stake in Inqu...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has acquired a 34% equity stake in Inquiry Financial Europe A...

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Harry Nimmo’s Standard Life UK Smaller Companies Investment Trust upgraded to Gold by Morningstar

Harry Nimmo’s Standard Life UK Smaller Companies Investment Trust upgraded to Gold by Morningstar

9y | Morningstar

Harry Nimmo’s Standard Life UK Smaller Companies I...

Morningstar has today upgraded its Morningstar Analyst Rating for the Standard Life UK Smaller Companies investment trust from Silver to Gold. Szymon...

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Investors continued to flee from equity funds in August, latest Morningstar fund flow data reveals
Insurance

Investors continued to flee from equity funds in August, latest Morningstar fund flow data reveals

9y | Morningstar

Investors continued to flee from equity funds in A...

Investors continued to flee from equity funds in August, whilst sending staggering net inflows of EUR 16.95 billion to bond funds, according to Mornin...

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Are European investors risk averse? Not when it comes to bonds, latest Morningstar fund flow data reveals
Asset management

Are European investors risk averse? Not when it comes to bonds, latest Morningstar fund flow data reveals

9y | Morningstar

Are European investors risk averse? Not when it co...

European fund investors maintained an uneasy equilibrium between risk aversion and yield seeking in July. While buoyant equity markets did not draw ne...

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NBTrader Integrates Morningstar’s Data
Insurance

NBTrader Integrates Morningstar’s Data

9y | Morningstar

NBTrader Integrates Morningstar’s Data

NETbuilder, the provider of high quality technology and consulting capabilities to the financial services sector, today announced that it has integrat...

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Fear over greed drives second-quarter European fund flows, latest Morningstar data reveals
Trading & brokering

Fear over greed drives second-quarter European fund flows, latest Morningstar data reveals

9y | Morningstar

Fear over greed drives second-quarter European fun...

Fund flows to European funds continue to reflect the ongoing eurozone crisis and its attendant market turbulence. The liquidity-fuelled market rally o...

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Across stocks and bonds, the trend is clear: Europe is unloved, latest Morningstar European asset flows data reveals
Trading & brokering

Across stocks and bonds, the trend is clear: Europe is unloved, latest Morningstar European asset flows data reveals

9y | Morningstar

Across stocks and bonds, the trend is clear: Europ...

The latest Morningstar European asset flow data shows a positive start to the second quarter of 2012, with both short- and long-term European funds at...

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Morningstar survey reveals large investor appetite for the closed-end fund

Morningstar survey reveals large investor appetite for the closed-end fund

9y | Morningstar

Morningstar survey reveals large investor appetite...

Investment trust discounts and gearing not deterring investors after all. Morningstar has released the results of its first online survey of UK inves...

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Strong investor preference for physically-replicated ETFs prevails, latest Morningstar ETF survey reveals
Banking

Strong investor preference for physically-replicated ETFs prevails, latest Morningstar ETF survey reveals

9y | Morningstar

Strong investor preference for physically-replicat...

Morningstar has released the results of its fourth online survey of UK investors into the appetite, understanding and use of exchange-traded funds, wi...

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A global bond boom is on, latest Morningstar European asset flows data reveals

A global bond boom is on, latest Morningstar European asset flows data reveals

9y | Morningstar

A global bond boom is on, latest Morningstar Europ...

The latest Morningstar European asset flow data shows that long-term funds enjoyed a strong first quarter, receiving more than Euro 50 billion of new ...

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Morningstar UK to Supply Fund Data to O&M Systems
Asset management

Morningstar UK to Supply Fund Data to O&M Systems

9y | Morningstar

Morningstar UK to Supply Fund Data to O&M Systems

Morningstar UK, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), is now providing fund data to O&M Systems, ...

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Morningstar Holds Research Briefing in Edinburgh, Publishes Latest Round of Qualitative Research and Ratings for UK Closed-End Funds
Payments

Morningstar Holds Research Briefing in Edinburgh, Publishes Latest Round of Qualitative Research and Ratings for UK Closed-End Funds

9y | Morningstar

Morningstar Holds Research Briefing in Edinburgh, ...

Morningstar UK, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), has released its second tranche of investment t...

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Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2012
Insurance

Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2012

9y | Morningstar

Morningstar Announces Nominees for Morningstar Eur...

Morningstar UK, Ltd, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), today announced the nominees for its third...

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Morningstar Announces New Solvency II CIC Mapping Service
Insurance

Morningstar Announces New Solvency II CIC Mapping Service

9y | Morningstar

Morningstar Announces New Solvency II CIC Mapping ...

Morningstar UK, a subsidiary of Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today introduced its new CIC...

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Risk Appetite is Back, Latest Morningstar European Fund Flows Data for January Reveals
Asset management

Risk Appetite is Back, Latest Morningstar European Fund Flows Data for January Reveals

9y | Morningstar

Risk Appetite is Back, Latest Morningstar European...

Morningstar European fund flow data for January shows a positive start to 2012 for the European fund industry, with investors adding Euro 13 billion i...

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International equity funds: defensive-active strategies pay off over the long term
Asset management

International equity funds: defensive-active strategies pay off over the long term

9y | Morningstar

International equity funds: defensive-active strat...

In a recent study Morningstar Italy, leading provider of independent investment research, examined the strategies employed by successful actively mana...

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Annus Horribilis for the European Funds Industry; latest Morningstar European Fund Flows Data reveals
Payments

Annus Horribilis for the European Funds Industry; latest Morningstar European Fund Flows Data reveals

9y | Morningstar

Annus Horribilis for the European Funds Industry; ...

Morningstar European fund flow data shows outflows of over €119 billion from long-term funds in 2011. Key findings from a Morningstar research report ...

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Morningstar to Supply Holdings Data to Global Actuarial to Enable Solvency II Solution
Insurance

Morningstar to Supply Holdings Data to Global Actuarial to Enable Solvency II Solution

9y | Morningstar

Morningstar to Supply Holdings Data to Global Actu...

Morningstar UK, a subsidiary of Chicago-based Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, and Global Act...

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New Book from Morningstar Expert Delivers Innovative Approaches to Asset Allocation
Insurance

New Book from Morningstar Expert Delivers Innovative Approaches to Asset Allocation

9y | Morningstar

New Book from Morningstar Expert Delivers Innovati...

Investment research and technology have evolved dramatically over the past six decades since Modern Portfolio Theory was invented, yet many investment...

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Morningstar Launches Qualitative Research and Ratings for UK Closed-End Funds
Insurance

Morningstar Launches Qualitative Research and Ratings for UK Closed-End Funds

9y | Morningstar

Morningstar Launches Qualitative Research and Rati...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today launched qualitative research and ratings for closed-en...

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Morningstar Adds Pioneering Asset Allocation Functionality to Morningstar Direct™ Platform for Institutions
Insurance

Morningstar Adds Pioneering Asset Allocation Functionality to Morningstar Direct™ Platform for Institutions

10y | Morningstar

Morningstar Adds Pioneering Asset Allocation Funct...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has added pioneering asset allocation optimisation functional...

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Morningstar upgrades Veritas Global Equity Income and Veritas Global Focus funds to Elite, previously rated Superior
Asset management

Morningstar upgrades Veritas Global Equity Income and Veritas Global Focus funds to Elite, previously rated Superior

10y | Morningstar

Morningstar upgrades Veritas Global Equity Income ...

Morningstar has today upgraded its rating for the Veritas Global Equity Income and the Veritas Global Focus funds, from Superior to Elite. Ruli Viljoe...

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Morningstar Issues Professional Services Rankings Guide, AIM Edition for the Fourth Quarter of 2011; Releases Four-Year AIM Rankings Anniversary Review
Trading & brokering

Morningstar Issues Professional Services Rankings Guide, AIM Edition for the Fourth Quarter of 2011; Releases Four-Year AIM Rankings Anniversary Review

10y | Morningstar

Morningstar Issues Professional Services Rankings ...

Morningstar UK, a subsidiary of Chicago-based Morningstar, Inc., a leading provider of independent investment research, has today published its Q4 201...

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Morningstar to Supply Daily Fund Pricing Data to The Financial Times Global Print and Online Editions
Payments

Morningstar to Supply Daily Fund Pricing Data to The Financial Times Global Print and Online Editions

10y | Morningstar

Morningstar to Supply Daily Fund Pricing Data to T...

Morningstar UK, a subsidiary of Chicago-based Morningstar, Inc., a leading provider of independent investment research, today announced it is providin...

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Morningstar has been recognised as provider of the Leading Independent Planning Tool at the Aberdeen UK Platform Awards 2011
Insurance

Morningstar has been recognised as provider of the Leading Independent Planning Tool at the Aberdeen UK Platform Awards 2011

10y | Morningstar

Morningstar has been recognised as provider of the...

The award—announced in London last night—recognises Morningstar Adviser Workstation as the toolset that financial advisers most value to support their...

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Morningstar Rebrands Hemscott Businesses

Morningstar Rebrands Hemscott Businesses

10y | Morningstar

Morningstar Rebrands Hemscott Businesses

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it has rebranded the company’s Hemscott busin...

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Morningstar Announces New Alternative Fund Categories to Better Classify Alternative Investments
Payments

Morningstar Announces New Alternative Fund Categories to Better Classify Alternative Investments

10y | Morningstar

Morningstar Announces New Alternative Fund Categor...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has added 18 new alternative investment categories to its fun...

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Morningstar UK Launches Synthetic Risk Reward Indicator Calculation for UCITS Funds
Insurance

Morningstar UK Launches Synthetic Risk Reward Indicator Calculation for UCITS Funds

10y | Morningstar

Morningstar UK Launches Synthetic Risk Reward Indi...

Morningstar UK, a subsidiary of Chicago-based Morningstar, Inc, a leading provider of independent investment research, has launched its calculation of...

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Morningstar UK Appointed by Investment Management Association (IMA) to Monitor Investment Funds Classified to IMA Sectors
Insurance

Morningstar UK Appointed by Investment Management Association (IMA) to Monitor Investment Funds Classified to IMA Sectors

10y | Morningstar

Morningstar UK Appointed by Investment Management ...

Morningstar UK, the UK subsidiary of Chicago-based Morningstar, Inc., a leading provider of independent investment research, has been appointed sector...

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Morningstar announces adviser product integration with FinaMetrica
Insurance

Morningstar announces adviser product integration with FinaMetrica

10y | Morningstar

Morningstar announces adviser product integration ...

Morningstar has announced a product integration that maps the outcomes of the psychometric risk tolerance tests offered by FinaMetrica, a financial ri...

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Morningstar Introduces Wealth Forecasting Engine to UK Financial Services Industry
Banking

Morningstar Introduces Wealth Forecasting Engine to UK Financial Services Industry

10y | Morningstar

Morningstar Introduces Wealth Forecasting Engine t...

Technology offers first step in addressing anticipated ‘advice gap’ in post-RDR environment. Morningstar, Inc. (NASDAQ: MORN), a leading provider of ...

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KIID Resource Burden Eased by Launch of Combined KIID Generation Service by Simmons & Simmons and Morningstar
Insurance

KIID Resource Burden Eased by Launch of Combined KIID Generation Service by Simmons & Simmons and Morningstar

10y | Morningstar

KIID Resource Burden Eased by Launch of Combined K...

Major international law firm Simmons & Simmons entered into an agreement with Morningstar UK, a leading provider of independent investment resear...

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Morningstar launches Exchange-Traded Product analyst research
Insurance

Morningstar launches Exchange-Traded Product analyst research

10y | Morningstar

Morningstar launches Exchange-Traded Product analy...

Morningstar has launched in-depth analyst reports focused on the largest individual exchange-traded products (ETPs) in Europe. The reports aim to sup...

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Exchange-traded funds: Appetite, Understanding and Use - Morningstar's survey results now available
Insurance

Exchange-traded funds: Appetite, Understanding and Use - Morningstar's survey results now available

10y | Morningstar

Exchange-traded funds: Appetite, Understanding and...

Morningstar has released the results of its second online survey of UK investors into the appetite, understanding and use of exchange-traded funds. 69...

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Morningstar Announces Winners of the Morningstar European Fund Awards 2011
Asset management

Morningstar Announces Winners of the Morningstar European Fund Awards 2011

10y | Morningstar

Morningstar Announces Winners of the Morningstar E...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the second annual Morningstar ...

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Morningstar Announces Findings from Second Global Investor Experience Study - United States and Singapore Score the Best and New Zealand Scores the Worst
Trading & brokering

Morningstar Announces Findings from Second Global Investor Experience Study - United States and Singapore Score the Best and New Zealand Scores the Worst

10y | Morningstar

Morningstar Announces Findings from Second Global ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released results of its second study that measures the ...

View article
Morningstar Launches KIID Production Platform, Enabling Fund Groups and Distributors to Meet EU Regulatory Obligations
Asset management

Morningstar Launches KIID Production Platform, Enabling Fund Groups and Distributors to Meet EU Regulatory Obligations

10y | Morningstar

Morningstar Launches KIID Production Platform, Ena...

Morningstar Europe, a leading provider of independent investment research, today announced the launch of its Key Investor Information Document (KIID) ...

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Morningstar Launches Monthly UK Fund Flows Data Service
Insurance

Morningstar Launches Monthly UK Fund Flows Data Service

11y | Morningstar

Morningstar Launches Monthly UK Fund Flows Data Se...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the launch of its UK fund flows data service ...

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Morningstar Adds OBSR Research and Consulting Solutions to Flagship Adviser Planning Tool
Insurance

Morningstar Adds OBSR Research and Consulting Solutions to Flagship Adviser Planning Tool

11y | Morningstar

Morningstar Adds OBSR Research and Consulting Solu...

Morningstar has announced the addition of Old Broad Street Research (OBSR) research and consulting solutions to its flagship Adviser Planning tool, Mo...

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Morningstar Connects Morningstar and OBSR Qualitative Fund Ratings to Unit Linked Life and Pension Fund Data in Flagship Advisor Product: Morningstar Adviser Workstation
Insurance

Morningstar Connects Morningstar and OBSR Qualitative Fund Ratings to Unit Linked Life and Pension Fund Data in Flagship Advisor Product: Morningstar Adviser Workstation

11y | Morningstar

Morningstar Connects Morningstar and OBSR Qualitat...

Morningstar has announced that Morningstar and OBSR qualitative fund ratings for open ended funds are now incorporated into the life and pensions fund...

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hree More Wrap Platforms Integrate with Morningstar's Adviser Planning Tool: Morningstar Adviser Workstation
Insurance

hree More Wrap Platforms Integrate with Morningstar's Adviser Planning Tool: Morningstar Adviser Workstation

11y | Morningstar

hree More Wrap Platforms Integrate with Morningsta...

Morningstar has announced the integration of its flagship and award-winning Morningstar Adviser Workstation with three leading adviser wrap platforms....

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Morningstar Powers First Free iPhone Investment Application Offered By UK Fund Manager

Morningstar Powers First Free iPhone Investment Application Offered By UK Fund Manager

11y | Morningstar

Morningstar Powers First Free iPhone Investment Ap...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has been appointed by Fidelity International to supply the in...

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Morningstar Europe B.V. to Acquire Remaining Ownership Interest in Morningstar Danmark A/S
Insurance

Morningstar Europe B.V. to Acquire Remaining Ownership Interest in Morningstar Danmark A/S

11y | Morningstar

Morningstar Europe B.V. to Acquire Remaining Owner...

Morningstar Europe B.V., a subsidiary of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, has entered into a de...

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Morningstar to Acquire Seeds Group, Including Seeds Finance and Multiratings, Leading Provider of Investment Consulting Services and Fund Research in France
Banking

Morningstar to Acquire Seeds Group, Including Seeds Finance and Multiratings, Leading Provider of Investment Consulting Services and Fund Research in France

11y | Morningstar

Morningstar to Acquire Seeds Group, Including Seed...

Morningstar France Holding, a subsidiary of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today announced it...

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Morningstar to Provide Planning Tools and Investment Solutions to Alico Wealth Management’s IFA Website, Including the UK’s First Controlled Volatility Portfolios
Asset management

Morningstar to Provide Planning Tools and Investment Solutions to Alico Wealth Management’s IFA Website, Including the UK’s First Controlled Volatility Portfolios

11y | Morningstar

Morningstar to Provide Planning Tools and Investme...

Morningstar UK and Alico Wealth Management today announced an agreement to provide Independent Financial Advisers (“IFAs”) with planning tools, fund r...

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Morningstar UK Ltd. Acquires London-based Old Broad Street Research Ltd. (OBSR), Premier Provider of Fund Research, Ratings, and Investment Consulting Services in the United Kingdom
Banking

Morningstar UK Ltd. Acquires London-based Old Broad Street Research Ltd. (OBSR), Premier Provider of Fund Research, Ratings, and Investment Consulting Services in the United Kingdom

11y | Morningstar

Morningstar UK Ltd. Acquires London-based Old Broa...

Morningstar UK Ltd., a subsidiary of Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, has acquired Old Broad St...

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Morningstar Extends Collaboration with Last Word Media in Delivery of Unique Online Fund Research Tool
Payments

Morningstar Extends Collaboration with Last Word Media in Delivery of Unique Online Fund Research Tool

11y | Morningstar

Morningstar Extends Collaboration with Last Word M...

Morningstar has announced its collaboration with media publishing group Last Word Media in the delivery of a bespoke fund research tool for the group’...

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Morningstar Announces Winners of 2010 UK Fund Awards
Banking

Morningstar Announces Winners of 2010 UK Fund Awards

11y | Morningstar

Morningstar Announces Winners of 2010 UK Fund Awar...

2010—Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the Morningstar UK Fund A...

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Golden Performance for Canadian Equity Funds in February, Morningstar Canada Data Show
Banking

Golden Performance for Canadian Equity Funds in February, Morningstar Canada Data Show

11y | Morningstar

Golden Performance for Canadian Equity Funds in Fe...

After a less-than-spectacular start to the year in January, Canadian investment funds that focus on domestic equities posted strong returns in Februar...

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Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2009 Financial Results
Trading & brokering

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2009 Financial Results

11y | Morningstar

Morningstar, Inc. Reports Fourth-Quarter, Full-Yea...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its fourth-quarter and full-year 2009 financi...

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Morningstar Wins Award for Best Online IFA Tool
Asset management

Morningstar Wins Award for Best Online IFA Tool

11y | Morningstar

Morningstar Wins Award for Best Online IFA Tool

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has received the Award for Best Online IFA Tool for its web-b...

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Morningstar Australasia to Acquire Intech Pty Ltd from IOOF

Morningstar Australasia to Acquire Intech Pty Ltd from IOOF

12y | Morningstar

Morningstar Australasia to Acquire Intech Pty Ltd ...

Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc. (NASDAQ: MORN), has entered into a definitive agreement to acquire ...

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Morningstar Announces New Target-Date Fund Series Rating and Research Reports
Banking

Morningstar Announces New Target-Date Fund Series Rating and Research Reports

12y | Morningstar

Morningstar Announces New Target-Date Fund Series ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today said it will launch ratings and in-depth research repor...

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Morningstar Named New Provider of Financial Data, Research Tools, and SEC Filings to the NASDAQ OMX Listing Qualifications Group
Insurance

Morningstar Named New Provider of Financial Data, Research Tools, and SEC Filings to the NASDAQ OMX Listing Qualifications Group

12y | Morningstar

Morningstar Named New Provider of Financial Data, ...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has been selected as the new provider of data, research tools...

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Morningstar Studies Mutual Fund Investor Experiences across 16 Countries, Gives the U.S. the only “A” and New Zealand a “D-”
Asset management

Morningstar Studies Mutual Fund Investor Experiences across 16 Countries, Gives the U.S. the only “A” and New Zealand a “D-”

12y | Morningstar

Morningstar Studies Mutual Fund Investor Experienc...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today released results of a study that measures the experienc...

View article
Morningstar Introduces Real-Time Data Offerings, Rebrands Tenfore Systems Limited under the Morningstar Name
Banking

Morningstar Introduces Real-Time Data Offerings, Rebrands Tenfore Systems Limited under the Morningstar Name

12y | Morningstar

Morningstar Introduces Real-Time Data Offerings, R...

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it has rebranded Tenfore Systems Limited unde...

View article