Dow Up0.11% Nasdaq Up0.50%

Morningstar Inc. (MORN)

68.68 Up 0.21(0.31%) Aug 29, 4:00PM EDT
ProfileGet Profile for:
Morningstar Inc.
22 West Washington Street
Chicago, IL 60602
United States - Map
Phone: 312-696-6000
Fax: 312-696-6009

Index Membership:N/A
Industry:Information & Delivery Services
Full Time Employees:3,800

Business Summary 

Morningstar, Inc. provides independent investment research to investors in North America, Europe, Australia, and Asia. It offers Morningstar Data, an investment data spanning various investment databases, including real-time pricing and commodity data; Morningstar Advisor Workstation, a Web-based investment planning system; Morningstar Direct, a Web-based institutional research platform; and, which includes memberships and Internet advertising sales. The company also provides institutional investment consulting and advisory, and management services; retirement solutions to plan and invest for retirement; Integrated Web Tools, a set of online tools and components that build customized Websites or enhance existing sites; and Morningstar Managed Portfolios, a fee-based discretionary asset management service that includes a series of mutual fund, ETF, and stock portfolios. In addition, it provides equity and credit research; structured credit ratings and research; Morningstar investment profiles, a pre-made or custom-generated investment fact sheets to compare and differentiate investment offerings; Morningstar Commodity Data, a market data and analytical product for energy data management systems, financial and agricultural data management, historical analysis, trading, risk management, and forecasting; and Principia, a CD-ROM-based investment research and planning software. Further, the company offers Morningstar Indexes, a set of investment indexes; Morningstar Enterprise Data Management, a customized data aggregation and performance reporting solutions; market data and desktop, and investment software; print and online publications; and financial communications materials. It serves banks, brokerage firms, insurance companies, mutual fund companies, media outlets, retirement plan sponsors and providers, asset management firms, and investment management companies. The company was founded in 1984 and is headquartered in Chicago, Illinois.

Key Statistics

Company Websites 
Home Page
Search Yahoo! for:
More on Morningstar Inc.

Corporate Governance 
Morningstar Inc.’s ISS Governance QuickScore as of Aug 1, 2014 is 5. The pillar scores are Audit: 1; Board: 5; Shareholder Rights: 4; Compensation: 7.
Brought to you by Institutional Shareholder Services (ISS)

Key Executives 
Mr. Joe Mansueto , 57
Founder, Exec. Chairman and Chief Exec. Officer
Mr. St Biehler , 47
Chief Financial Officer and Principal Accounting Officer
Mr. Gregory R. Goff , 43
Chief Technology Officer
Ms. Bevin Desmond , 48
Head of Global Markets and HR
Mr. Thomas Idzorek CFA, 43
Pres of Morningstar Investment Management
Amounts are as of Dec 31, 2013 and compensation values are for the last fiscal year ending on that date. Pay is salary, bonuses, etc.Exercised is the value of options exercised during the fiscal year.
Currency in USD.
View Insiders