Morningstar Inc. (MORN) is in the Financial Services Industry

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• Morningstar Biz News Site Buying Investors Database For $19 Million

  Investment research firm Morningstar is buying Fundamental Data Limited, a UK provider of online information about so-called "closed-end funds", a type of of investment scheme, for £11 million ($19 million). Fundamental's products include the web-based dashboard FundWeb and info feeds, offered to investment banks, brokers etc. Morningstar, whose CEO...

  News items 2008-10-03

  Tags: Database, Financial, Morningstar Inc., U.K., Investor, Fundamental Data Ltd., Fundamental Acquisition, Financial Accounting, Finance, Robert Andrews, VC+M&A, Mergers & Acquisitions

• Morningstar Shines Despite Economy's Dark Passage

  Morningstar Inc., the Chicago-based company best known for rating mutual funds,  isn't slowing down its quest to become an international investment research powerhouse despite the gloomy global economy. With the announced purchase today of United Kingdom-based Fundamental Data Limited, Morningstar CEO Joseph Mansueto continues bulking up the firm's research capabilities beyond its original...

  Blog posts 2008-10-02

  Tags: Morningstar Inc., Mutual Funds, Retirement Plans, Investment, Financial Accounting, Financial Services, Human Resources, Benefits, Finance, Robert Reed

• Luxury Institute Survey: Wealthy Consumers Rate the Most Effective Websites of 2007 for Business, Finance, Information and News -- Barron's, Harvard Business Review and Morningstar

  High net worth consumers rated Barron's website the most effective in the 2007 Luxury Website Effectiveness Index survey LBSI for the Business and Finance Information and News category conducted by the independent New York-based Luxury Institute. The Harvard Business Review and Morningstar websites were rated second and third, respectively.

  Research articles 2007-04-18

  Tags: finance, Harvard Business Review, Morningstar Inc., survey

• Yahoo! survey aims to quantify factors that influence advisers' online behavior; Its Finance site, Morningstar listed as top two sources.(News)

  Byline: Aaron Siegel NEW YORK - Yahoo! Inc. has made a concerted effort to quantify the factors that have the greatest influence on the online behavior of advisers and broker-dealers, and the best way that that they can be reached by...

  Research articles 2006-10-02

  Tags: advisor, finance, Morningstar Inc., survey, Yahoo! Inc.

• Morningstar's Fiduciary Grade Service a Welcome Addition

  In 2004, independent investment research company Morningstar Inc introduced a Fiduciary Grade system to complement its ratings service of mutual funds by factoring in areas of mutual fund governance and operations. The fiduciary grades have no influence on its star ratings - they are two separate tools for appraising a...

  White papers 2004-11-19

  Tags: Investment, Retirement Plans, Mutual Funds, Fiduciary, Mutual Fund, Morningstar Inc., Benefits, Finance, Human Resources

• Comparison of the CRSP and Morningstar Mutual Fund Databases

  This paper examines problems in the CRSP Survivor Bias Free U.S. Mutual Fund Database ~CRSP, 1998! and compares returns contained in it to those in Morningstar. The CRSP database has an omission bias that has the same effects as survivorship bias. Although all mutual funds are listed in CRSP, return...

  White papers 2001-12-01

  Tags: Investment, Finance, Human Resources, Benefits, Hardware, Enterprise Software, Software, Data Management, Morningstar Inc., Storage, Databases, Retirement Plans, Mutual Funds, Mergers & Acquisitions, CRSP Database

• A First Look at the Accuracy of the CRSP Mutual Fund Database and a Comparison of the CRSP and Morningstar Mutual Fund Databases

  This paper examines problems in the CRSP Survivor Bias Free U.S. Mutual Fund Database CRSP, 1998 and compares returns contained in it to those in Morningstar. The CRSP database has an omission bias that has the same effects as survivorship bias. Although all mutual funds are listed in CRSP, return...

  White papers 2001-12-01

  Tags: Retirement Plans, Storage, Databases, Investment, Finance, Human Resources, Benefits, Hardware, Enterprise Software, Software, Data Management, Mutual Funds, Mergers & Acquisitions, CRSP Database, New York University, Morningstar Inc.

• Using Inflation-Indexed Bonds In Your Portfolio

  The article suggests that inflation-indexed bonds can improve one’s portfolio's diversification. The article talks about two types of securities here: I-Bonds a type of savings bond and Treasury Inflation Protected Securities also called TIPS. Both have a low correlation with other asset classes; in other words, they do not behave...

  White papers 2001-02-22

  Tags: Asset Class, Morningstar Inc., Article, Portfolio, Asset Management, Investment, Operational Planning, Business Operations, Finance

• Fund researcher Morningstar on hunt for new finance chief.(Morningstar Inc. is looking for a new chief financial officer )(Executive Changes)(Brief Article)

  Coy on whether public offering is in near future MICHAEL FRITZ Morningstar Inc. is searching outside the company for a new chief financial officer as it seeks to harness its rapid growth. The nation's leading mutual fund researcher has been...

  Research articles 1998-10-19

  Tags: company, finance, Morningstar Inc.

• Tracking Japanese firms' finances. (Morningstar Inc.)

  Morningstar, a firm previously known for its tracking of U.S. mutual funds, has recently launched a biweekly publication containing financial data on top Japanese firms. According to Morningstar Securities Analyst Rika Yoshida, data is gathered from Morningstar, a firm previously known for its tracking of...

  Research articles 1993-01-01

  Tags: finance, Morningstar Inc.

• Quick Guide to a Morningstar Style Box

  This article is for those who are investing for the first time. According to the article Morningstar, one of the premier mutual fund data sources, created the style box to help investors with their asset allocation strategies. The style box categorizes funds into these 9 categories which are explained in...

  White papers

  Tags: Morningstar Inc., Style Box, Mutual Funds, Asset Management, Retirement Plans, Investment, Human Resources, Benefits, Operational Planning, Business Operations, Finance

Additional Resources

• Luxury Institute Survey: Wealthy U.S. Consumers Rate the Most Prestigious Business and Finance Publications: Wall Street Journal, the Economist and Morningstar

  For the fourth year running, high net-worthconsumers rated The Wall Street Journal the most prestigious business andfinancial publication brand in the 2009 Luxury Brand Status Index LBSIsurvey from the independent New York City-based Luxury Institute( www.LuxuryInstitute.com ). Respondents who would recommend the Journal say,"It is the authoritative source of business...

  Articles 2008-10-01

• Morningstar to Calculate and Distribute Hedge Fund Indices Using MSCI Barra Methodology

  NEW YORK, Sept. 18 /PRNewswire-FirstCall/ -- MSCI Barra , a leading provider of investment decision support tools worldwide, including indices and portfolio risk and performance analytics, and Morningstar, Inc. , a leading provider of independent investment research, have entered into an arrangement under which Morningstar will calculate and distribute...

  Articles 2008-09-18

• Baltimore-based Constellation in talks to sell out

  Constellation Energy Group Inc. has entered "advanced stage" sale talks, Standard & Poor's said Wednesday, clarifying a statement by the energy company that it has engaged in discussions with potential strategic partners. The Baltimore-based company said Wednesday morning that it has retained Morgan Stanley and UBS to...

  Articles 2008-09-18

• Cohen & Steers Dividend Value Fund Receives Five Stars From Morningstar

  Two fund series receive the highest ranking in their first period of eligibility NEW YORK, Sept. 17 /PRNewswire-FirstCall/ -- Cohen & Steers, Inc. announced today that Cohen & Steers Dividend Value Fund Class C DVFCX and Dividend Value Fund Class I DVFIX received five-star ratings, and Dividend...

  Articles 2008-09-17

• LKCM Aquinas Value Fund Received a 4-Star Overall Morningstar Rating™ out of 1699 Large Blend Funds for the Period Ending 7/31/08

  (The Overall Morningstar Rating is derived from a weighted average of the fund's performance figures associated with its three-, five-, and ten-year Morningstar Rating metrics.) FORT WORTH, Texas -- Luther King Capital Management, the investment adviser for the LKCM Aquinas Funds since July 2005, announced today that the...

  Articles 2008-08-21

• GAMCO Reports Second Quarter Earnings

  Operating income before management fee rises 15% in Q2 over prior year 78% of Morningstar RatedTM AUM is rated(1) 5 or 4 stars Gabelli has Three of Ten funds cited by WSJ as outperforming S&P 500 for Nine Straight Years RYE, N.Y. -- GAMCO...

  Articles 2008-08-06

• Morningstar Announces Two New Fund Categories, One Broad Asset Class

  CHICAGO, Aug. 5 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced it has added two new categories and one broad asset class to its proprietary classification system for mutual fund portfolios domiciled in the United States. The new mutual fund categories...

  Articles 2008-08-05

• MetLife Resources Introduces Enhanced 403 Product

  Product Offers Assistance with Clients' 403b Responsibilities NEW YORK -- MetLife Resources, a division of MetLife, today announced that it has bolstered its suite of solutions for 403b plans not subject to the Employee Retirement Income Security Act ERISA with the launch of an innovative new product, ExpertSelect...

  Articles 2008-07-31

• Morningstar, Inc. Reports Second-Quarter 2008 Financial Results

  CHICAGO, July 31 /PRNewswire-FirstCall/ -- Morningstar, Inc. , a leading provider of independent investment research, today announced its second-quarter 2008 financial results. The company reported consolidated revenue of $132.2 million in the second quarter of 2008, a 20.6% increase from revenue of $109.7 million in the second quarter of...

  Articles 2008-07-31