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Morningstar’s 2019 Proxy and 2018 Annual Report are now available. Morningstar’s 2019 Annual Shareholders’ Meeting was held May 17, 2019. Please view the video here

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Monthly Investor Q&A

May 14, 2019

In the earnings press release's discussion of the soft asset-based revenue trends there was reference to advisors favoring lower-fee strategies. Is the implication that Morningstar's products are higher fee than what some advisors are willing to allocate to? We had been under the impression that with Morningstar Funds Trust resulted in lower fees and made Morningstar's product offering more cost competitive, but it seems that the trend to passive management is overwhelming that potential be

May 14, 2019

At what point will you begin to feather in and discuss your ESG business that you own directly within Morningstar via items like ESG indexes, ESG analysis of investment funds etc. as well as what you indirectly own via your 40% ownership of Sustainalytics?

March 18, 2019

Can you discuss any medium- or long-term operating margin goals? Do you still expect margins to return back to historical norms, and if so, what is the approximate time frame? How do you think about profitability vs. your peers?

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