Investor Relations | Morningstar, Inc.

Morningstar’s mission is to create great products that help investors reach their financial goals.
Morningstar’s Annual Meeting of Shareholders was held Friday, May 18 in Chicago. Watch the replay of our management presentations here and Q&A here.

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Monthly Investor Q&A

September 14, 2018

The July 25, 2018 press release notes that 19,000 advisors globally use Morningstar Managed Portfolio (making up $44.7B of assets under management).

August 10, 2018

Over what period do you amortize your internally generated software development costs? What’s the logic behind choosing this period? Same two questions for acquired intangibles?

August 10, 2018

What other public companies do you respect in the industry and why?

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