Morningstar investor relations material

Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers a line of data, research, and software tools on a range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data for financial advisors, asset managers, retirement plan providers and sponsors, and individual and institutional investors. Its principal wholly owned subsidiaries include. The company was incorporated in 1984 and is headquartered in Chicago, Illinois.