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Investor Relations

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Monthly Investor Q&A

March 12, 2018

What has been driving the acceleration of the Direct and Data businesses? Could you provide more visibility on how this growth is derived between price, more customers, and more products to the same customers? How much of this growth is replacing legacy product lines and has there been a one-time price increase for the expanded set of products provided by Direct vs. legacy lines?

March 12, 2018

What do you envision as the long-term growth potential of this market (data & services into the investment management industry) and as Morningstar's share in that market?

March 12, 2018

What is the key value proposition for advisors in selling Morningstar Managed Portfolio versus a third-party managed fund, index or ETF? How large can the Managed Portfolios business grow to in terms of AUM and revenue? What advisor products are you predominantly replacing with Managed Portfolios?

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