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

Sydney, NSW - 5 August 2015

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the appointment of Jamie Wickham as Head of Products and Client Solutions, Asia-Pacific.

Wickham will be responsible for Morningstar’s product development and client solutions activities in the Asia-Pacific region. Based in Sydney, Australia, he reports to Kunal Kapoor, Morningstar Head of Global Products and Client Solutions.

“We’re pleased to announce Jamie’s appointment,” Kapoor said. “His extensive experience spearheading the growth of our data and research products makes him a great fit for the role. He’ll drive our efforts to continue building operations and infrastructure for growth and developing processes for integrating our product management and client solutions activities in the Asia-Pacific region into our global framework.”

Wickham previously served as Head of Global Data and Research Products in London, where he led the company’s managed investment, equity, and market datafeed capabilities, products, and solutions, and before that as Director of Equity Operations in London. He previously served as Chief Operating Officer for Morningstar’s business in Australia and New Zealand, responsible for institutional and adviser products and leading the local data collection team. He holds a Bachelor of Commerce degree from the University of Sydney and the Chartered Financial Analyst® (CFA) designation.

Morningstar has offices in the Asia-Pacific region in Australia, China, Hong Kong, India, Japan, New Zealand, South Korea, Singapore, Taiwan, and Thailand.

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