|Mr. Kunal Kapoor CFA||Pres, CEO & Director||1.64M||N/A||1975|
|Mr. Jason M. Dubinsky||Chief Financial Officer||1.02M||N/A||1973|
|Ms. Tricia Rothschild C.F.A., CFA||Chief Product Officer||646.45k||N/A||1967|
|Mr. Daniel Dunn||Chief Revenue Officer||709.38k||N/A||1976|
|Mr. Haywood Kelly C.F.A., CFA||Head of Global Research||700.17k||N/A||1969|
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, Canada, Asia, and internationally. It offers a line of data, research, and software tools on a range of investment offerings, including managed investment products, publicly listed companies, fixed income securities, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. The company offers Morningstar Data, an investment data spanning various investment databases, including equity fundamentals, managed investments, and real-time pricing and market data; Morningstar Direct, an investment-analysis platform; Morningstar Managed Portfolios, an advisor service consisting of model portfolio that offers services for institutional asset management, as well as offers asset allocation services for asset management firms, broker-dealers, and insurance providers; Morningstar Advisor Workstation, a Web-based investment planning system; and Morningstar.com, a Website for individual investors. It also provides Morningstar Enterprise Components; Morningstar Research, which includes equity research and manager research; Morningstar Credit Ratings that provides new issue and surveillance ratings for structured finance securities, as well as corporate issuers and financial institutions, individual debt issuances, and operational risk assessment services; Morningstar Indexes for creating investment products; and Morningstar workplace solutions, such as retirement accounts, fiduciary services, and custom models. In addition, the company's PitchBook offers a mobile application, excel plug-in, data feeds, and data solutions. Morningstar, Inc. was founded in 1984 and is headquartered in Chicago, Illinois.
Morningstar, Inc.’s ISS Governance QualityScore as of July 29, 2019 is 4. The pillar scores are Audit: 2; Board: 4; Shareholder Rights: 2; Compensation: 8.