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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

5y | Morningstar
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

5y | Morningstar
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

5y | Morningstar
Morningstar, Inc. Names Jason Dubinsky Chief Financial Officer
Behavior detection & predictive analytics

Morningstar, Inc. Names Jason Dubinsky Chief Financial Officer

5y | Morningstar
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

5y | Morningstar
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

5y | Morningstar
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

5y | Morningstar
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

5y | Morningstar
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

5y | Morningstar
Morningstar Credit Ratings Publishes Report on Commercial Mortgage Servicing Portfolio Trends
Banking

Morningstar Credit Ratings Publishes Report on Commercial Mortgage Servicing Portfolio Trends

5y | Morningstar
Morningstar’s Analyst Coverage of exchange-traded products more than doubles in five years
Middleware/SOA infrastucture

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

5y | Morningstar
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

5y | Morningstar
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

6y | Morningstar
Maple-Brown Abbott, VicSuper, Asgard, Best-Performing Growth Funds - Morningstar
Payments

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

6y | Morningstar
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

6y | Morningstar
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

6y | Morningstar
Mike Coop Joins Morningstar Investment Management Group
Risk management

Mike Coop Joins Morningstar Investment Management Group

6y | Morningstar
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

6y | Morningstar
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

6y | Morningstar
Morningstar Upgrades Analyst Rating for One U.S. Fund
Behavior detection & predictive analytics

Morningstar Upgrades Analyst Rating for One U.S. Fund

6y | Morningstar
Morningstar Rates BT Small Caps, Fidelity, Greencape, Schroders Share Strategies Gold
Behavior detection & predictive analytics

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

6y | Morningstar
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

6y | Morningstar
Morningstar, Inc. Completes Acquisition of PitchBook Data, Inc.
Asset management

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

6y | Morningstar
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

6y | Morningstar
Morningstar Launches Open Indexes Project with Free Access to Global Equity Indices
Behavior detection & predictive analytics

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

6y | Morningstar
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

6y | Morningstar
Morningstar Study Examines the Cost of Poor Investment Timing by Investors in Europe
Behavior detection & predictive analytics

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

6y | Morningstar
Morningstar Launches Global Sustainability Index Series
Risk management

Morningstar Launches Global Sustainability Index Series

6y | Morningstar
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

6y | Morningstar
Morningstar Announces Winners of 2016 Awards for Excellence in Investment
Behavior detection & predictive analytics

Morningstar Announces Winners of 2016 Awards for Excellence in Investment

6y | Morningstar
Morningstar to launch Analyst Ratings for ETFs, and enhance the Morningstar Rating for Funds
Behavior detection & predictive analytics

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

6y | Morningstar
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

6y | Morningstar
Morningstar - Bennelong, Allan Gray, Macquarie Best-Performing Australian Share Managers
Trading & brokering

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

6y | Morningstar
Morningstar Research Examines Trend of Fund Expenses in Europe
Behavior detection & predictive analytics

Morningstar Research Examines Trend of Fund Expenses in Europe

6y | Morningstar
Morningstar Announces Shortlist for 2016 Morningstar Awards for Excellence in Investment
Asset management

Morningstar Announces Shortlist for 2016 Morningstar Awards for Excellence in Investment

6y | Morningstar
ETF investors favour corporate bonds and gold amid market uncertainty, but equity rebounds, latest Morningstar ETF flows data reveals
Risk management

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

6y | Morningstar
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

6y | Morningstar
Morningstar Introduces Global Risk Model to Help Investors Analyze Stocks and Equity Portfolios
Behavior detection & predictive analytics

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

6y | Morningstar
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

6y | Morningstar
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

6y | Morningstar
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

6y | Morningstar
Morningstar Australasia Adds AB, Ausbil, Capital, First State Funds to Prospects List
Behavior detection & predictive analytics

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

6y | Morningstar
Morningstar Research Examines High-Yield Bond ETFs and Questions Their Presumed Role in Market Instability
Behavior detection & predictive analytics

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

6y | Morningstar
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

6y | Morningstar
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

6y | Morningstar
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

6y | Morningstar
Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors
Banking

Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors

6y | Morningstar
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

6y | Morningstar
Morningstar Announces Winners for Morningstar European Fund Manager of the Year Awards 2016
Behavior detection & predictive analytics

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

6y | Morningstar
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

6y | Morningstar
Ibbotson Associates Australia Changing Name to Morningstar Investment Management Australia
Trading & brokering

Ibbotson Associates Australia Changing Name to Morningstar Investment Management Australia

6y | Morningstar
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

7y | Morningstar
Morningstar Announces Global Manager Research Team Appointments
Behavior detection & predictive analytics

Morningstar Announces Global Manager Research Team Appointments

7y | Morningstar
Morningstar Announces Winners for Morningstar UK Fund Awards 2016
Risk management

Morningstar Announces Winners for Morningstar UK Fund Awards 2016

7y | Morningstar
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

7y | Morningstar
Morningstar Sustainability Ratings Now Available to Individual Investors Globally
Payments

Morningstar Sustainability Ratings Now Available to Individual Investors Globally

7y | Morningstar
Morningstar Publishes Research Examining Active Share Data, Finding One in Five European Equity Funds is a Closet Indexer; Proportion of Indexers is Shrinking
Behavior detection & predictive analytics

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

7y | Morningstar
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
Behavior detection & predictive analytics

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

7y | Morningstar
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

7y | Morningstar
Morningstar Announces Agenda for Morningstar Institutional Conference Europe in Amsterdam, 17-18 March 2016
Risk management

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

7y | Morningstar
Morningstar Managed Portfolios Now Available on the Novia Platform
Risk management

Morningstar Managed Portfolios Now Available on the Novia Platform

7y | Morningstar
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

7y | Morningstar
Morningstar Adds to Managed Portfolios Team with Appointment of Paul Brasington
Trading & brokering

Morningstar Adds to Managed Portfolios Team with Appointment of Paul Brasington

7y | Morningstar
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 Publishes Research Examining Factors that Drive Investment Flows
Asset management

Morningstar Publishes Research Examining Factors that Drive Investment Flows

7y | Morningstar
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

7y | Morningstar
Morningstar Publishes Second Annual Global Guide to Strategic-Beta Exchange-Traded Products; Finds Faster Growth, Increased Complexity Because of Product Proliferation
Risk management

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

7y | Morningstar
Morningstar’s HelloWallet Wins “Best in Show” Award at FinovateFall 2015 Conference

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

7y | Morningstar
Morningstar Announces Winners of 2015 Awards for Excellence in Investment

Morningstar Announces Winners of 2015 Awards for Excellence in Investment

7y | Morningstar
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

7y | Morningstar
Morningstar to Launch First Environmental, Social, and Governance (ESG) Scores for Funds Globally
Behavior detection & predictive analytics

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

7y | Morningstar
Morningstar Announces Shortlist for 2015 Morningstar Awards for Excellence in Investment
Asset management

Morningstar Announces Shortlist for 2015 Morningstar Awards for Excellence in Investment

7y | Morningstar
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

7y | Morningstar
Morningstar Appoints Jamie Wickham Head of Products and Client Solutions, Asia-Pacific

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

7y | Morningstar
Morningstar Wins Thought Leadership Award for Economic Moat Equity Research at Investment Week Investment Marketing and Innovation Awards 2015
Consultants

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

7y | Morningstar
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

7y | Morningstar
Morningstar Announces Leadership Appointments to Investment Management Group for the EMEA Region
Behavior detection & predictive analytics

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

7y | Morningstar
Morningstar Announces Switzerland Leadership Appointments: Media Release

Morningstar Announces Switzerland Leadership Appointments: Media Release

7y | Morningstar
Morningstar Publishes Report to Help Investors Analyse, Compare, and Select Index Funds
Behavior detection & predictive analytics

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

7y | Morningstar
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

8y | Morningstar
Morningstar Obtains FSB Licenses to Launch Investment Management Business in South Africa, Hires Victoria Reuvers
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Announces UK Leadership Appointments

Morningstar Announces UK Leadership Appointments

8y | Morningstar
Morningstar Launches Real Return Discretionary Managed Portfolios for UK Market
Behavior detection & predictive analytics

Morningstar Launches Real Return Discretionary Managed Portfolios for UK Market

8y | Morningstar
Morningstar Announces Nominees for 2014 U.S. Fund Manager of the Year Awards
Risk management

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

8y | Morningstar
Morningstar Korea Appoints Andy Jung, CFA, as Director of Manager Research
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Launches iPad Apps for Mutual Fund and ETF Newsletters, Now Offers Mobile Access for Entire Suite of Investing Newsletters
Behavior detection & predictive analytics

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

8y | Morningstar
Morningstar Data and Reports Now Available in eMoney Wealth-Planning Platform
Infrastructure/architecture

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Launches Family of More Than 60 New Global Equity Indexes, Providing Investors with Comprehensive View of Worldwide Markets
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar to Provide Quantitative Ratings for Brazilian Funds to XP Investimentos
Banking

Morningstar to Provide Quantitative Ratings for Brazilian Funds to XP Investimentos

8y | Morningstar
Morningstar Canada Announces Winners of 2014 Morningstar Awards
Consultants

Morningstar Canada Announces Winners of 2014 Morningstar Awards

8y | Morningstar
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

8y | Morningstar
Morningstar Appoints Jeremy Beckwith to Lead UK Morningstar Manager Research Team
Behavior detection & predictive analytics

Morningstar Appoints Jeremy Beckwith to Lead UK Morningstar Manager Research Team

8y | Morningstar
Annual Morningstar® Awards Gala to be Held Nov. 26 in Toronto
Infrastructure/architecture

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

8y | Morningstar
Morningstar Upgrades Analyst Rating for One U.S. Fund, Downgrades 20 Funds in October
Behavior detection & predictive analytics

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

8y | Morningstar
Morningstar India Announces Agenda and Speakers for Fourth Annual Investment Conference on 11-12 November
Risk management

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

8y | Morningstar
Morningstar Publishes Research Report Examining European ETF Marketplace
Banking

Morningstar Publishes Research Report Examining European ETF Marketplace

8y | Morningstar
New Research from Roger Ibbotson and Morningstar’s Tom Idzorek about Investment “Popularity” Featured in 40th Anniversary Issue of Journal of Portfolio Management
Infrastructure/architecture

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

8y | Morningstar
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

8y | Morningstar
Morningstar to Provide Equity Research and Ratings to Charles Schwab
Banking

Morningstar to Provide Equity Research and Ratings to Charles Schwab

8y | Morningstar
Morningstar, Inc. Reports Third-Quarter 2014 Financial Results
Asset management

Morningstar, Inc. Reports Third-Quarter 2014 Financial Results

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Changes Analyst Rating for 10 PIMCO Funds, Three Other U.S. Funds
Behavior detection & predictive analytics

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

8y | Morningstar
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.

8y | Morningstar
Morningstar Launches Discretionary Managed Income Portfolios for UK Market
Asset management

Morningstar Launches Discretionary Managed Income Portfolios for UK Market

8y | Morningstar
Fund Stewardship Matters: Morningstar Research Shows Link Between Good Stewardship and Strong Performance for Canadian Fund Companies
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Introduces Industry’s First Strategic Beta Classification System; Publishes Global Landscape Report to Help Investors Identify, Compare, and Analyze Strategies
Risk management

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

8y | Morningstar
Morningstar Introduces Industry’s First Strategic Beta Classification System; Publishes Global Landscape Report to Help Investors Identify, Compare, and Analyze Strategies
Risk management

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Australasia Announces Speakers, Agenda for Second Annual Individual Investor Conference
Trading & brokering

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

8y | Morningstar
Morningstar France Reveals New Global Fund Report At Fifth Annual Morningstar Investment Conference
Behavior detection & predictive analytics

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

8y | Morningstar
Redtail Technology and Morningstar Work Together to Simplify Advisor Practice through Redtail’s Enhanced CRM User Interface
Behavior detection & predictive analytics

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

8y | Morningstar
Morningstar Announces Winners of 2014 Morningstar OBSR Awards for Excellence in Investment
Risk management

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

8y | Morningstar
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

8y | Morningstar
All Fund Categories Up in August, With U.S. Equities in the Lead, Morningstar Canada Data Show
Behavior detection & predictive analytics

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

8y | Morningstar
Morningstar Publishes Research Report about Consumers in Emerging Markets
Behavior detection & predictive analytics

Morningstar Publishes Research Report about Consumers in Emerging Markets

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows for July 2014
Banking

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

8y | Morningstar
Morningstar Upgrades Analyst Rating for Two U.S. Funds, Downgrades Seven Funds in July 2014
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
Morningstar Australasia Launches Snapshot Reports for Debt and Hybrid Securities
Infrastructure/architecture

Morningstar Australasia Launches Snapshot Reports for Debt and Hybrid Securities

8y | Morningstar
Morningstar Announces Speakers and Agenda for 2014 ETF Conference, Sept. 17-19 in Chicago
Risk management

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Expands Global Coverage on Market Data Feeds
Asset management

Morningstar Expands Global Coverage on Market Data Feeds

8y | Morningstar
Morningstar to Participate in Schwab OpenView Gateway™, Seamlessly Integrating Schwab’s Real-Time RIA Custodial Data into Morningstar Office℠
Behavior detection & predictive analytics

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

8y | Morningstar
Morningstar Publishes New Book, Why Moats Matter: The Morningstar Approach to Stock Investing
Behavior detection & predictive analytics

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

8y | Morningstar
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.

8y | Morningstar
Jung-Tae Chae Named Chief Executive Officer of Morningstar Korea

Jung-Tae Chae Named Chief Executive Officer of Morningstar Korea

8y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows for June 2014
Payments

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

8y | Morningstar
Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Six Funds in June
Behavior detection & predictive analytics

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

8y | Morningstar
Intercontinental Exchange Selects Morningstar to Provide Financial Data for the Redesigned NYSE.com
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
MoneyGuidePro® Announces Enhanced Integration with Morningstar Office℠
Infrastructure/architecture

MoneyGuidePro® Announces Enhanced Integration with Morningstar Office℠

8y | Morningstar
Morningstar Announces Findings from 2014 Target-Date Series Research Paper
Behavior detection & predictive analytics

Morningstar Announces Findings from 2014 Target-Date Series Research Paper

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Australasia Introduces Stewardship Ratings for Australian, New Zealand Stocks
Behavior detection & predictive analytics

Morningstar Australasia Introduces Stewardship Ratings for Australian, New Zealand Stocks

8y | Morningstar
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

8y | Morningstar
Morningstar Launches Manager Research Services for Institutional Investors
Banking

Morningstar Launches Manager Research Services for Institutional Investors

8y | Morningstar
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

8y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows for May 2014

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

8y | Morningstar
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

8y | Morningstar
Morningstar Provides Equity and Corporate Credit Research and Ratings on Bloomberg
Behavior detection & predictive analytics

Morningstar Provides Equity and Corporate Credit Research and Ratings on Bloomberg

8y | Morningstar
Morningstar Further Bolsters Manager Research Team with Hire of Vaughan and Eyre
Behavior detection & predictive analytics

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Canadian Equity Funds Fall Flat in May, Morningstar Canada Data Show
Banking

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

8y | Morningstar
Morningstar, Inc. Completes Acquisition of HelloWallet Holdings, Inc.
Banking

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

8y | Morningstar
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

8y | Morningstar
Morningstar Names Jon Hale as Director of North American Manager Research

Morningstar Names Jon Hale as Director of North American Manager Research

8y | Morningstar
Morningstar Reports Hedge Fund Performance for April, Asset Flows Through March 2014
Risk management

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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
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

8y | Morningstar
Morningstar Strengthens Fixed-Income Expertise with Appointment of Phil Roantree
Behavior detection & predictive analytics

Morningstar Strengthens Fixed-Income Expertise with Appointment of Phil Roantree

8y | Morningstar
Morningstar Collaborates with UBS Delta to Deliver Solvency II Capital Requirement Calculations to Asset Managers
Behavior detection & predictive analytics

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

8y | Morningstar
Morningstar Appoints Two New Analysts to Manager Research Team

Morningstar Appoints Two New Analysts to Manager Research Team

9y | Morningstar
Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Eight Funds in March
Behavior detection & predictive analytics

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

9y | Morningstar
Morningstar Announces Agenda for 2014 UK Investment Conference
Trading & brokering

Morningstar Announces Agenda for 2014 UK Investment Conference

9y | Morningstar
Morningstar Announces Winners for Morningstar UK Fund Awards 2014
Asset management

Morningstar Announces Winners for Morningstar UK Fund Awards 2014

9y | Morningstar
Morningstar, Inc. Acquires ByAllAccounts, Inc., Provider of Innovative Data Aggregation Technology for Financial Applications
Infrastructure/architecture

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

9y | Morningstar
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

9y | Morningstar
Morningstar Analyst View: Fidelity Cuts Fees

Morningstar Analyst View: Fidelity Cuts Fees

9y | Morningstar
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

9y | Morningstar
Morningstar Establishes Equity Research Analyst Team in Europe
Behavior detection & predictive analytics

Morningstar Establishes Equity Research Analyst Team in Europe

9y | Morningstar
Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2014
Behavior detection & predictive analytics

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

9y | Morningstar
Morningstar Announces Agenda for Fourth Annual Morningstar Investment Conference Europe in Amsterdam
Risk management

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

9y | Morningstar
Alliance News Equities News Service Available on Morningstar UK Investment Research Platforms
Behavior detection & predictive analytics

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

9y | Morningstar
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

9y | Morningstar
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

9y | Morningstar
Morningstar - Tapering Delay Drives European Fund Investors to Risky Assets
Payments

Morningstar - Tapering Delay Drives European Fund Investors to Risky Assets

9y | Morningstar
Morningstar Launches Analyst Ratings for UK Passive Funds
Payments

Morningstar Launches Analyst Ratings for UK Passive Funds

9y | Morningstar
Simon Ewan Appointed Managing Director for Morningstar Investment Management Europe
Asset management

Simon Ewan Appointed Managing Director for Morningstar Investment Management Europe

9y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows for October 2013
Payments

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

9y | Morningstar
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

9y | Morningstar
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

9y | Morningstar
Morningstar Announces Speakers and Agenda for 2013 European ETF Invest Conference

Morningstar Announces Speakers and Agenda for 2013 European ETF Invest Conference

9y | Morningstar
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

9y | Morningstar
Morningstar Reports Hedge Fund Performance for August, Asset Flows Through July
Risk management

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

9y | Morningstar
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

9y | Morningstar
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

9y | Morningstar
“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

9y | Morningstar
Morningstar OBSR Managed Portfolios Service Now Available on Transact Platform
Risk management

Morningstar OBSR Managed Portfolios Service Now Available on Transact Platform

9y | Morningstar
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

9y | Morningstar
Morningstar Australasia Provides Comprehensive International Shares Research to RBS Morgans
Behavior detection & predictive analytics

Morningstar Australasia Provides Comprehensive International Shares Research to RBS Morgans

9y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows for June 2013
Treasury

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

9y | Morningstar
Ibbotson Associates Australia Announces Staff Appointments, Expands Distribution Footprint

Ibbotson Associates Australia Announces Staff Appointments, Expands Distribution Footprint

9y | Morningstar
Morningstar Credit Ratings Now Qualifies as a Rating Agency under Amended Underwriter Exemption of the Employee Retirement Income Security Act of 1974
Behavior detection & predictive analytics

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

9y | Morningstar
Morningstar Australasia Provides Equity Technology Solution to Westpac Online Investing

Morningstar Australasia Provides Equity Technology Solution to Westpac Online Investing

9y | Morningstar
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

9y | Morningstar
FINRA Selects Morningstar for Re-Launch of Market Data Center
Behavior detection & predictive analytics

FINRA Selects Morningstar for Re-Launch of Market Data Center

9y | Morningstar
Morningstar Announces Findings from 2013 Target-Date Series Industry Survey
Banking

Morningstar Announces Findings from 2013 Target-Date Series Industry Survey

9y | Morningstar
Annual Survey Finds Continued Interest in Alternative Investments
Asset management

Annual Survey Finds Continued Interest in Alternative Investments

9y | Morningstar
Morningstar Reports Hedge Fund Performance for May, Asset Flows Through April
Asset management

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

9y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows Through May 2013
Treasury

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

9y | Morningstar
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

9y | Morningstar
Morningstar Reports Hedge Fund Performance for April, Asset Flows Through March
Asset management

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

9y | Morningstar
Morningstar Significantly Expands Equity Coverage, Launches Quantitative Ratings and Reports for 28,000 Companies Globally
Behavior detection & predictive analytics

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

9y | Morningstar
Morningstar Reports U.S. Mutual Fund Asset Flows Through April 2013

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

9y | Morningstar
Morningstar Announces Findings from Third Global Fund Investor Experience Report

Morningstar Announces Findings from Third Global Fund Investor Experience Report

9y | Morningstar
Morningstar OBSR Managed Portfolios Service Launches for UK Advisers
Risk management

Morningstar OBSR Managed Portfolios Service Launches for UK Advisers

9y | Morningstar
Morningstar Acquires Remaining Ownership Interest in Morningstar Sweden
Behavior detection & predictive analytics

Morningstar Acquires Remaining Ownership Interest in Morningstar Sweden

9y | Morningstar
Morningstar Adds Moody’s Credit Ratings to Data Feeds
Banking

Morningstar Adds Moody’s Credit Ratings to Data Feeds

10y | Morningstar
Morningstar Finance App Launches in Mercedes-Benz Vehicles
Behavior detection & predictive analytics

Morningstar Finance App Launches in Mercedes-Benz Vehicles

10y | Morningstar
Morningstar UK to Provide Hosted Web Solution and Equity Data to Proquote
Behavior detection & predictive analytics

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

10y | Morningstar
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

10y | Morningstar
Morningstar puts Analyst Rating for the Henderson Asian Growth Trust Under Review

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

10y | Morningstar
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

10y | Morningstar
Morningstar Providing Data for Bing Finance App on Windows 8
Behavior detection & predictive analytics

Morningstar Providing Data for Bing Finance App on Windows 8

10y | Morningstar
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

10y | Morningstar
Investors continue to creep back into equity funds and flock into bond funds, latest Morningstar European fund flow data reveals
Risk management

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

10y | Morningstar
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

10y | Morningstar
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

10y | Morningstar
Investors beware: High fees destroy performance in bond funds, Morningstar research finds

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

10y | Morningstar
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

10y | Morningstar
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

10y | Morningstar
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

10y | Morningstar
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

10y | Morningstar
NBTrader Integrates Morningstar’s Data
Behavior detection & predictive analytics

NBTrader Integrates Morningstar’s Data

10y | Morningstar
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

10y | Morningstar
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

10y | Morningstar
Morningstar survey reveals large investor appetite for the closed-end fund

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

10y | Morningstar
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

10y | Morningstar
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

10y | Morningstar
Morningstar UK to Supply Fund Data to O&M Systems
Asset management

Morningstar UK to Supply Fund Data to O&M Systems

11y | Morningstar
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

11y | Morningstar
Morningstar Announces Nominees for Morningstar European Fund Manager of the Year Awards 2012
Behavior detection & predictive analytics

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

11y | Morningstar
Morningstar Announces New Solvency II CIC Mapping Service
Behavior detection & predictive analytics

Morningstar Announces New Solvency II CIC Mapping Service

11y | Morningstar
Risk Appetite is Back, Latest Morningstar European Fund Flows Data for January Reveals
Risk management

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

11y | Morningstar
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

11y | Morningstar
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

11y | Morningstar
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

11y | Morningstar
New Book from Morningstar Expert Delivers Innovative Approaches to Asset Allocation
Behavior detection & predictive analytics

New Book from Morningstar Expert Delivers Innovative Approaches to Asset Allocation

11y | Morningstar
Morningstar Launches Qualitative Research and Ratings for UK Closed-End Funds
Behavior detection & predictive analytics

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

11y | Morningstar
Morningstar Adds Pioneering Asset Allocation Functionality to Morningstar Direct™ Platform for Institutions
Behavior detection & predictive analytics

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

11y | Morningstar
Morningstar upgrades Veritas Global Equity Income and Veritas Global Focus funds to Elite, previously rated Superior
Risk management

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

11y | Morningstar
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

11y | Morningstar
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

11y | Morningstar
Morningstar has been recognised as provider of the Leading Independent Planning Tool at the Aberdeen UK Platform Awards 2011
Infrastructure/architecture

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

11y | Morningstar
Morningstar Rebrands Hemscott Businesses

Morningstar Rebrands Hemscott Businesses

11y | Morningstar
Morningstar Announces New Alternative Fund Categories to Better Classify Alternative Investments
Payments

Morningstar Announces New Alternative Fund Categories to Better Classify Alternative Investments

11y | Morningstar
Morningstar UK Launches Synthetic Risk Reward Indicator Calculation for UCITS Funds
Behavior detection & predictive analytics

Morningstar UK Launches Synthetic Risk Reward Indicator Calculation for UCITS Funds

11y | Morningstar
Morningstar UK Appointed by Investment Management Association (IMA) to Monitor Investment Funds Classified to IMA Sectors
Behavior detection & predictive analytics

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

11y | Morningstar
Morningstar announces adviser product integration with FinaMetrica
Infrastructure/architecture

Morningstar announces adviser product integration with FinaMetrica

11y | Morningstar
Morningstar Introduces Wealth Forecasting Engine to UK Financial Services Industry
Banking

Morningstar Introduces Wealth Forecasting Engine to UK Financial Services Industry

11y | Morningstar
KIID Resource Burden Eased by Launch of Combined KIID Generation Service by Simmons & Simmons and Morningstar
Infrastructure/architecture

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

12y | Morningstar
Morningstar launches Exchange-Traded Product analyst research
Behavior detection & predictive analytics

Morningstar launches Exchange-Traded Product analyst research

12y | Morningstar
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

12y | Morningstar
Morningstar Announces Winners of the Morningstar European Fund Awards 2011
Risk management

Morningstar Announces Winners of the Morningstar European Fund Awards 2011

12y | Morningstar
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

12y | Morningstar
Morningstar Launches KIID Production Platform, Enabling Fund Groups and Distributors to Meet EU Regulatory Obligations
Risk management

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

12y | Morningstar
Morningstar Launches Monthly UK Fund Flows Data Service
Behavior detection & predictive analytics

Morningstar Launches Monthly UK Fund Flows Data Service

12y | Morningstar
Morningstar Adds OBSR Research and Consulting Solutions to Flagship Adviser Planning Tool
Behavior detection & predictive analytics

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

12y | Morningstar
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

12y | Morningstar
hree More Wrap Platforms Integrate with Morningstar's Adviser Planning Tool: Morningstar Adviser Workstation
Behavior detection & predictive analytics

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

12y | Morningstar
Morningstar Powers First Free iPhone Investment Application Offered By UK Fund Manager

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

12y | Morningstar
Morningstar Europe B.V. to Acquire Remaining Ownership Interest in Morningstar Danmark A/S
Behavior detection & predictive analytics

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

12y | Morningstar
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

12y | Morningstar
Morningstar to Provide Planning Tools and Investment Solutions to Alico Wealth Management’s IFA Website, Including the UK’s First Controlled Volatility Portfolios
Risk management

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

13y | Morningstar
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

13y | Morningstar
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

13y | Morningstar
Morningstar Announces Winners of 2010 UK Fund Awards
Banking

Morningstar Announces Winners of 2010 UK Fund Awards

13y | Morningstar
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

13y | Morningstar
Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2009 Financial Results
Middleware/SOA infrastucture

Morningstar, Inc. Reports Fourth-Quarter, Full-Year 2009 Financial Results

13y | Morningstar
Morningstar Wins Award for Best Online IFA Tool
Risk management

Morningstar Wins Award for Best Online IFA Tool

13y | Morningstar
Morningstar Australasia to Acquire Intech Pty Ltd from IOOF

Morningstar Australasia to Acquire Intech Pty Ltd from IOOF

13y | Morningstar
Morningstar Announces New Target-Date Fund Series Rating and Research Reports
Banking

Morningstar Announces New Target-Date Fund Series Rating and Research Reports

13y | Morningstar
Morningstar Named New Provider of Financial Data, Research Tools, and SEC Filings to the NASDAQ OMX Listing Qualifications Group
Behavior detection & predictive analytics

Morningstar Named New Provider of Financial Data, Research Tools, and SEC Filings to the NASDAQ OMX Listing Qualifications Group

13y | Morningstar
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-”

13y | Morningstar
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

14y | Morningstar