MORN - Morningstar, Inc.

NasdaqGS - NasdaqGS Delayed Price. Currency in USD

Morningstar, Inc.

22 West Washington Street
Chicago, IL 60602
United States
312-696-6000
http://www.morningstar.com

SectorIndustrials
IndustryBusiness Services
Full Time Employees4,920

Key Executives

NameTitlePayExercisedYear Born
Mr. Joseph D. MansuetoExec. Chairman105.29kN/A1956
Mr. Kunal Kapoor CFAPres & CEO606.04kN/A1975
Ms. Bevin DesmondHead of Talent & Culture537.94kN/A1966
Mr. Daniel E. Needham CFAPres & Chief Investment Officer of Investment Management636.52kN/A1979
Mr. Jason M. DubinskyChief Financial OfficerN/AN/A1973
Amounts are as of December 31, 2016 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.

Description

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. 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 pricing and commodity data; Morningstar Direct, an institutional investment research platform; investment management solutions, which include Morningstar Managed Portfolios, the strategist models on third-party managed account platforms, as well as services for institutional asset management, asset allocation, and manager selection; institutional asset management 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, a set of tools and capabilities that builds customized Websites or enhances existing solutions; Morningstar Research, which includes equity research and manager research; Morningstar Credit Ratings that provides new issue and surveillance ratings and analysis for structured credits, as well as operational risk assessment services; Morningstar Indexes, a set of investment indexes; workplace solutions, such as retirement advice and managed accounts, fiduciary services, and custom models; a mobile application, excel plug-in, data feeds, and data solutions; equity and manager research, and credit rating services; and institutional asset management, asset allocation, and manager selection services. The company was founded in 1984 and is headquartered in Chicago, Illinois.

Corporate Governance

Morningstar, Inc.’s ISS Governance QualityScore as of April 1, 2018 is 6. The pillar scores are Audit: 2; Board: 6; Shareholder Rights: 3; Compensation: 9.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while a 10 indicates higher governance risk.