morningstar inc (MORN) Key Developments
Intercontinental Exchange Selects Morningstar to Provide Financial Data for the Redesigned NYSE.com
Jul 8 14
Intercontinental Exchange has selected Morningstar Inc. to provide comprehensive financial data and web solutions for the New York Stock Exchange's redesigned website, www.nyse.com. Morningstar is providing NYSE.com with a broad range of custom and ready-to-integrate online components such as comprehensive market and fundamental data, including intraday pricing, detailed corporate actions, interactive charting, and breaking news for equities, closed-end funds, exchange-traded funds, and futures.
Morningstar, Inc. Launches Manager Research Services for Institutional Investors
Jun 17 14
Morningstar Inc. introduced a new service to help institutional investors evaluate funds, investment strategies, and asset management firms. Morningstar Manager Research Services combines the firm's fund research reports, ratings, software, tools, and proprietary data with access to company's manager research analysts. It complements internal due diligence functions for institutions such as banks, wealth managers, insurers, sovereign wealth funds, pensions, endowments, and foundations. Morningstar Manager Research Services includes: Comprehensive insights from manager research analysts, with access by phone, email, or in person; Research reports for up to 4,000 funds globally, including active, passive, multi-asset, exchange-traded fund, and closed-end fund strategies, produced by more than 110 manager research analysts globally; Morningstar Analyst Rating(TM) for funds, which represents the Morningstar analysts conviction in the fund's ability to outperform on a risk-adjusted basis over the long term and is expressed as Gold, Silver, Bronze, Neutral, or Negative. Analysts arrive at a rating through an evaluation of five key pillars--People, Process, Parent, Performance, and Price--each of which are rated as Positive, Neutral, or Negative and then combined for the overall Morningstar Analyst Rating. The ratings are available for approximately 3,500 funds globally; Morningstar(R) Stewardship GradeSM for approximately 35 fund firms in the United States and Canada. Firms receive a grade from A to F to help investors identify companies that do a good or poor job of aligning interests with their fund shareholders. The grade evaluates corporate culture, manager incentives, fees, and regulatory history, along with board quality for U.S. firms; Morningstar Rating(TM) for more than 35,000 funds globally, which is a quantitative, risk-adjusted measure of a fund's past performance and expressed as 1 to 5 stars; Research studies, white papers, and perspective about relevant issues, investment themes, asset class trends, and industry events; Screening, monitoring, and portfolio attribution tools; and a expansive data universe that encompasses approximately 160,200 open-end mutual funds, 10,700 exchange-traded funds, 7,400 closed-end funds, and 10,700 separate accounts and collective investment trusts.
Morningstar Investment Management Names Michael Keaveney as Director of Investment Management, Canada
Jun 16 14
Michael Keaveney, CFA(R), has been appointed director of investment management, Canada, for the Morningstar Investment Management group. Keaveney will be responsible for leading institutional investment consulting and investment management in Canada. He will oversee investment solutions for Canadian clients, with particular emphasis on asset allocation, investment strategy, and product development. Before joining Morningstar, Keaveney was a director for CIBC Asset Management's Investment Management Research team, where he led the teams responsible for investment policy guidelines, investment proposals, portfolio construction, and communications.
Morningstar Inc. Presents at FundForum International 2014, Jun-24-2014 04:45 PM
Jun 10 14
Morningstar Inc. Presents at FundForum International 2014, Jun-24-2014 04:45 PM. Venue: The Grimaldi Forum, Monaco, BP, 200010, Avenue Princess Grace, Monaco, Monaco. Speakers: Christopher Traulsen, Head of Fund Research - Europe.
Morningstar Inc. Presents at Morningstar Investment Conference Asia, Jun-12-2014 09:25 AM
Jun 9 14
Morningstar Inc. Presents at Morningstar Investment Conference Asia, Jun-12-2014 09:25 AM. Venue: Mandarin Oriental, Hong Kong. Speakers: Joe Mansueto, Founder, Executive Chairman and Chief Executive Officer.