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Monthly Investor Q&A

August 10, 2018

Should investors anticipate an increased level of capital investment or M&A over the next 1-2 years as a meaningful use of capital?

August 10, 2018

In Q2 2018, the organic growth for Workplace Solutions, adjusting for the divestiture of HelloWallet, was +2.9%. However, Workplace Solutions assets grew +15.8% in Q2. Why is revenue organically growing at a rate significantly below asset growth and when do you anticipate it starting to grow in line with asset growth as it has in the past?

August 10, 2018

What is the average asset enrollment rate across all employer plans in the Managed Retirements Accounts portfolio? One of Morningstar's competitors (Financial Engines) has stated that its Managed Retirement Accounts have a ~13% enrollment penetration rate - is that similar for Morningstar? What initiatives is Morningstar taking to drive higher asset enrollment

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