Morningstar, Inc.
Chicago, IL 60602
Share:
Research Platform incorporates performance attribution.
Offered as Web-based global research platform, Morningstar Direct(SM) connects institutional investment professionals directly to Morningstar's investment research and data. Included performance attribution analysis functionality lets users quantify and analyze impact of portfolio decisions, such as sector weighting or security selection, on equity performance. It may be performed on private...
Read More »Morningstar and Pyxis Mobile to Provide Mutual Fund and ETF Data on Wireless Devices
MorningstarÃ-® Mobile SM for Wholesalers' provides wireless access to Morningstar fund data CHICAGO, April 26 - Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, is partnering with Pyxis Mobile, the leading provider of wireless software for the financial services industry, to deliver real-time Morningstar mutual fund and exchange-traded fund data to fund...
Read More »Morningstar Introduces New Investor Return Data to Capture How the Average Investor Fared in a Fund Over a Period of Time
CHICAGO, Oct. 5 / - Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today announced it is providing new data for open-end mutual funds and exchange- traded funds to capture how the average investor fared in a fund over a period of time. The new measure, called MorningstarÃ-® Investor Return(TM), estimates the return earned collectively by all the...
Read More »Software helps advisors communicate 529 plan fees and taxes.
Part of Morningstar Advisor Suitability Manager solution, 529 Suitability Manager enables advisors to present to investors, in straightforward reports, disclosures in accordance with new MSRB requirements. Advisor enters relevant information into Web-based tool, and prints summary charts and reports to help choose most suitable 529 plan for investor. Calculator helps determine appropriate dollar...
Read More »Software provides investment research and data.
Consisting of web-based global research platform, Morningstar Direct connects institutional investment professionals directly to Morningstar's investment research and data. In addition to global stock ownership database and European mutual fund database, program provides access to analyst reports and statistics on more than 7,000 US stocks and American Depository Receipts. It also offers equity...
Read More »Morningstar, Inc. Completes Acquisition of Annuity Intelligence Business of Advanced Sales and Marketing Corp. (ASMC)
CHICAGO, Nov. 1, 2010 - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has completed its previously announced acquisition of the annuity intelligence business of Advanced Sales and Marketing Corp. based in Oakbrook Terrace, Ill. (ASMC) for $14.1 million, subject to post-closing adjustments. ASMC's annuity intelligence business includes the Annuity...
Read More »Research Platform incorporates performance attribution.
Offered as Web-based global research platform, Morningstar Direct(SM) connects institutional investment professionals directly to Morningstar's investment research and data. Included performance attribution analysis functionality lets users quantify and analyze impact of portfolio decisions, such as sector weighting or security selection, on equity performance. It may be performed on private...
Read More »Morningstar and Pyxis Mobile to Provide Mutual Fund and ETF Data on Wireless Devices
MorningstarÃ-® Mobile SM for Wholesalers' provides wireless access to Morningstar fund data CHICAGO, April 26 - Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, is partnering with Pyxis Mobile, the leading provider of wireless software for the financial services industry, to deliver real-time Morningstar mutual fund and exchange-traded fund data to fund...
Read More »Morningstar, Inc. Completes Acquisition of Standard & Poor's Fund Data Business
CHICAGO, March 16 -- Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today announced it has completed its previously announced acquisition of Standard & Poor's fund data business, a division of The McGraw-Hill Companies (NYSE:MHP), for $55 million in cash, subject to post-closing adjustments. Standard & Poor's fund data business consists of data and...
Read More »Morningstar Introduces New Investor Return Data to Capture How the Average Investor Fared in a Fund Over a Period of Time
CHICAGO, Oct. 5 / - Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, today announced it is providing new data for open-end mutual funds and exchange- traded funds to capture how the average investor fared in a fund over a period of time. The new measure, called MorningstarÃ-® Investor Return(TM), estimates the return earned collectively by all the...
Read More »Software helps advisors communicate 529 plan fees and taxes.
Part of Morningstar Advisor Suitability Manager solution, 529 Suitability Manager enables advisors to present to investors, in straightforward reports, disclosures in accordance with new MSRB requirements. Advisor enters relevant information into Web-based tool, and prints summary charts and reports to help choose most suitable 529 plan for investor. Calculator helps determine appropriate dollar...
Read More »Software provides investment research and data.
Consisting of web-based global research platform, Morningstar Direct connects institutional investment professionals directly to Morningstar's investment research and data. In addition to global stock ownership database and European mutual fund database, program provides access to analyst reports and statistics on more than 7,000 US stocks and American Depository Receipts. It also offers equity...
Read More »