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morningstar.com

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Investments

17

Portfolio Exits

3

Partners & Customers

10

About Morningstar

Morningstar (NASDAQ: MORN) is a provider of investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar's line of Internet, software, and print services provides news, data, and analysis on approximately 530,000 investment offerings, including stocks, mutual funds, closed-end funds, and variable annuities, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has more than $185 billion in assets under advisement and management.

Morningstar Headquarter Location

22 West Washington Street

Chicago, Illinois, 60602,

United States

312-696-6000

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Morningstar Web Traffic

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Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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Morningstar Rank

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CB Insights Intelligence Analysts have mentioned Morningstar in 1 CB Insights research brief, most recently on May 15, 2019.

Latest Morningstar News

The Morning Briefing: Behind the Headlines and Quilter’s productivity drive

Jan 24, 2022

The Morning Briefing: Behind the Headlines and Quilter’s productivity drive 24th January 20228:05 am Good morning and welcome to your Morning Briefing for Monday 24 January, 2022. To get this in your inbox every morning click here. Behind the Headlines We are always looking to introduce new aspects to Money Marketing’s award winning journalism. We are proud to introduce our new weekly Behind the Headlines series that will appear every Monday. It offers readers in depth analysis of some of the top stories from the previous week. To kick us off the news editor Michael Klimes writes about the government and regulator’s attempts to crack down on false online advertising. Both have come off the fence and unveiled tougher rules. Quilter predicts a further drop in appointed representatives due to its productivity drive. The company told Money Marketing, it is now focusing on the “next stage of its growth”. The number of ARs that have left is 322 between 1 January 2021 and 20 January 2022. Protection drive  In the first episode of the Protection & Wellbeing Podcast, brought to you by Royal London, editor at Money Marketing, Katey Pigden is joined by Christina Rigby, product owner at Royal London, and Alex Heaton, founder and ceo at LiveSmart UK. Listen out for the next episode of Protection & Wellbeing Podcast which is a series in association with Royal London, coming out every Monday. Quote Of The Day Growing momentum behind new investment opportunities and asset classes – such as cryptocurrencies – means that wealth managers will need to continue innovating or risk missing out on new trends and losing clients. – John Wilson, UK managing director at Avaloq, comments on how wealth managers can help more investors to look beyond the next market hype and focus on their long-term objectives Stat Attack Despite inflationary pressures and concerns about coronavirus variants, Morningstar’s asset flow data reveal that 2021 was the best year on record for the European fund industry. £10.34trn 8.4% Long-term passive funds classified as SFDR Article 8 a showed a high organic growth rate in the fourth quarter 7.7% Long-term passive funds classified as SFDR Article 9 showed an organic growth rate of 7.7% in Q4 Source: Morningstar In Other News Just Group has completed a £345m full scheme buy-in with the trustee of a scheme sponsored by a global distribution company. With just under 1,000 deferred members and nearly 900 pensioner members, it is the most deferred pensioner liabilities taken on by the group in a single transaction. The deal was completed at the end of 2021. Just Group group chief executive officer David Richardson said: “We are very pleased to have provided support to the Trustee and secured the member benefits of this scheme. “It’s the highest single value transaction our defined benefit business has completed, and has contributed to Just achieving record 2021 defined benefit de-risking sales of £1.9bn, up 28% on 2020.” Four Mobeus VCTs that launched at 1.15pm on Thursday 20 January sold out within 24 hours due. The bid raised £35m for early stage British businesses looking for investment to scale up. Half of this amount was invested through Wealth Club. Wealth Club CEO and founder Alex Davies said:“This is the fastest fund raise that we have ever seen, selling out 45% of its value within less than four hours, and closing its books by lunch today just 24 hours after launch. “Mobeus have something of the Midas touch and a loyal and supportive base of shareholders as a result. “We have been inundated with investors looking to register their interest before the offer opened.” From Elsewhere ‘I’m rationing!’ Pensioners share their struggle to pay energy bills ( The Express ) UK’s biggest private pension fund to shift £5bn away from polluters ( The Guardian ) Did You See? What is the great topic missed from discussions in contemporary politics? It is social class. This is the contention made in a scintillating Weekend Essay by our feature writer Amanda Newman Smith.

Morningstar Investments

17 Investments

Morningstar has made 17 investments. Their latest investment was in The Tifin Group as part of their Series C on October 10, 2021.

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Morningstar Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

10/28/2021

Series C

The Tifin Group

$47M

No

1

6/9/2021

Series B - II

iraLogix

$5M

Yes

2

4/19/2021

Series B

The Tifin Group

$22.3M

Yes

3

6/24/2020

Corporate Minority

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10

3/14/2019

Series A - II

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$99M

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10

Date

10/28/2021

6/9/2021

4/19/2021

6/24/2020

3/14/2019

Round

Series C

Series B - II

Series B

Corporate Minority

Series A - II

Company

The Tifin Group

iraLogix

The Tifin Group

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Amount

$47M

$5M

$22.3M

$99M

New?

No

Yes

Yes

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Co-Investors

Sources

1

2

3

10

10

Morningstar Portfolio Exits

3 Portfolio Exits

Morningstar has 3 portfolio exits. Their latest portfolio exit was United Income on August 16, 2019.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

8/16/2019

Acquired

2

12/20/2017

Divestiture

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10

6/11/2002

Acquired

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10

Date

8/16/2019

12/20/2017

6/11/2002

Exit

Acquired

Divestiture

Acquired

Companies

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Valuation

Acquirer

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Sources

2

10

10

Morningstar Acquisitions

16 Acquisitions

Morningstar acquired 16 companies. Their latest acquisition was Praemium - U.K. and International Business on December 21, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

12/21/2021

$99M

Acquired Unit

5

9/8/2021

Series A

$99M

Acquired

2

4/21/2020

Other

$99M

Acquired

7

3/3/2020

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$99M

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10

11/4/2019

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$99M

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10

Date

12/21/2021

9/8/2021

4/21/2020

3/3/2020

11/4/2019

Investment Stage

Series A

Other

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired Unit

Acquired

Acquired

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Sources

5

2

7

10

10

Morningstar Partners & Customers

10 Partners and customers

Morningstar has 10 strategic partners and customers. Morningstar recently partnered with Carne Group Financial Services on December 12, 2020.

Date

Type

Business Partner

Country

News Snippet

Sources

12/3/2020

Vendor

Carne Group Financial Services

Ireland

Morningstar appoints Carne as ACD for new multi-asset fund range

Steve Croucher , Managing Director , Morningstar said It was important for us to partner with a market leading , trusted , global provider of fund governance and risk management solutions .

1

12/1/2020

Vendor

New Wealth

Singapore

Morningstar taps New Wealth apps for ESG

New Wealth Experience , a Singapore-based provider of mobile-first wealth tools and financial apps to financial institutions , is releasing an ESG service in partnership with Morningstar , the global independent investment research provider .

1

11/23/2020

Client

Accern

United States

1

9/14/2020

Partner

PIMFA

United Kingdom

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10

2/19/2020

Partner

Sharesight

Australia

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10

Date

12/3/2020

12/1/2020

11/23/2020

9/14/2020

2/19/2020

Type

Vendor

Vendor

Client

Partner

Partner

Business Partner

Carne Group Financial Services

New Wealth

Accern

PIMFA

Sharesight

Country

Ireland

Singapore

United States

United Kingdom

Australia

News Snippet

Morningstar appoints Carne as ACD for new multi-asset fund range

Steve Croucher , Managing Director , Morningstar said It was important for us to partner with a market leading , trusted , global provider of fund governance and risk management solutions .

Morningstar taps New Wealth apps for ESG

New Wealth Experience , a Singapore-based provider of mobile-first wealth tools and financial apps to financial institutions , is releasing an ESG service in partnership with Morningstar , the global independent investment research provider .

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Sources

1

1

1

10

10

Morningstar Team

16 Team Members

Morningstar has 16 team members, including current Chief Executive Officer, Nick Cheung.

Name

Work History

Title

Status

Nick Cheung

Chief Executive Officer

Current

Joe Mansueto

Chief Executive Officer

Current

Don Phillips

President

Current

Catherine Odelbo

Executive Vice President

Current

Liz Kirscher

President

Former

Name

Nick Cheung

Joe Mansueto

Don Phillips

Catherine Odelbo

Liz Kirscher

Work History

Title

Chief Executive Officer

Chief Executive Officer

President

Executive Vice President

President

Status

Current

Current

Current

Current

Former

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