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Morningstar, Inc. Fact Sheet May 2014
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Document Date: 2014-05-08 02:47:36

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City

Austin / Dubai / Tokyo / Chicago / /

Company

Morningstar UK / Standard & Poor / Chicago Tribune / Morningstar Sweden / Morningstar Canada / YCharts / Ibbotson Associates / Machines Inc. / Realpoint LLC / Morningstar Korea Co. Ltd. / Marketing Corp. / Aegis / Finetre / NASDAQ-Japan Limited / Tenfore Systems / TM 1986 Morningstar Mutual Funds / Morningstar Investment Management Joe Mansueto / Experience Inc. / InvestData (Proprietary) Limited / Morningstar Danmark / Morningstar Inc. / Financial Fineprint Inc. / ByAllAccounts / Andex Associates Inc. / Support Inc. / Softbank / Morningstar.com / Hemscott / Intech Pty Ltd / Morningstar Europe / Data Limited / mPower TM / Financial Computer / Morningstar Asia / Footnoted / Directors Stéphane Biehler / /

Continent

Europe / Asia / North America / /

Country

Japan / Canada / Australia / United Kingdom / Mexico / New Zealand / United States / /

Currency

USD / /

/

EntertainmentAwardEvent

the Chicago Emerging Company Award / /

Event

M&A / Funding / Earnings Announcement / IPO / /

Facility

square Morningstar Style Box / Key Facts Headquarters / University of Chicago / Work Institute / /

IndustryTerm

advisory services / investment management services / Web Tools / policies insurance / retirement products / printing / career services / online retirement advice / accessible communications / registered investment advisor subsidiaries / /

Organization

Work Institute Canada / Association for Corporate Growth / National Association for Business Resources / Corporate Strategy and Partnerships Board / the University of Chicago / /

Person

Paul Rand / Richard Robbins / Graham Scroll / Don Phillips / William M. Lyons / Stéphane Biehler / Dodd Scroll / Lincoln Park / Hugh Zentmyer / Cheryl Francis / Gail Landis / Steve Kaplan / Workstation / Jack Noonan / Joe Mansueto / Greg Goff / Nadine Youssef / Interviews Michelle Swartzentruber / Courtney Cebula / Alexa Auerbach / /

/

Position

advisor / Head / financial advisors / Office SM Investment Research Manager Research Traded Fund Research Equity Research / Manager Research Traded Fund Research Equity Research Corporate Credit Research Municipal Research Structured Credit Ratings and Research Investment Management Investment Advisory Services Retirement Solutions / Chief Financial Officer / General Counsel and Corporate Secretary / Board Member / advisors / Retirement Manager / Haywood Kelly Head of Global Research / Chairman and Chief Executive Officer Thomas Idzorek President / Bevin Desmond Head of Global Markets and Human Resources James Tanner Head of Business Development / Fund Analyst / Kunal Kapoor Head of Global Information Products and Client Solutions Paul Sturm Board / Global Analyst Research Settlement / Professional Adviser / Chairman / stock analyst / Chief Technology Officer David W. Williams Head of Design and / Major Products & Services / Analyst Rating / /

Product

Principia software / iPad / Principia / /

ProvinceOrState

Dubai / Texas / Illinois / /

PublishedMedium

The Wall Street Journal / BusinessWeek / The Chicago Tribune / /

Region

West Washington / South Africa / /

URL

Footnoted.org / http /

SocialTag