Investor Relations | Morningstar, Inc.

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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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Investor Relations

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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

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 mid-July 2018, you announced the registration of Morningstar Mutual Funds. Can you discuss the strategy behind this announcement? How has client feedback been? How will you balance your historical role as an independent and objective research provider with actually manufacturing competing products?

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