Morningstar : Our answers on bonus expense, PitchBook, operating margin, Morningstar.com, and more.
May 25, 2017 at 04:31 pm
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We've been optimizingour new website for individual investors (available at http://beta.morningstar.com) based on user feedback and have plans to more aggressively ramp up the amount of traffic to the new site over the coming weeks, as we've addressed the major themes surfaced by site visitors and our own analytics.
On the beta site, we will also continue to build out our new managed products investment report, enhance our multimedia content with an expanded video center, and prototype some new experiences in our portfolio manager tool.
We are currently focusing the majority of our efforts on the new site. We also have a variety of product development efforts underway in other major markets globally, including Australia, Canada, and the United Kingdom. In Australia, for example, we have embarked on an in-depth research project to understand how the needs of individual investors are
changing in Australia and how we can adapt our full suite of assets to meet those needs. Our aim is to be able to help a broader population of individual investors in Australia by helping to make investing more accessible.
More broadly, nearly all of our research innovations are available to individual investors. For example, in 2016, we introduced the new Morningstar Sustainability Rating for funds, which is available on Morningstar.com and several other products. In 2017, we are focusing on enhancing fixed-income data and analytics, which will allow individual investors and others to get a more accurate view of their portfolios.
Many of our other product offerings for financial advisors and asset managers ultimately serve individuals as well. For example, millions of individual investors have access to our online retirement advice and managed retirement accounts. Even though we sell these services to retirement plan sponsors and providers, individuals are the end user. Our Workplace product group essentially offers automated investment advice to individual investors, including 'robo advice' offered via managed retirement accounts.
We're also developing many tools for financial advisors that will ultimately benefit their clients, such as an enhanced risk tolerance questionnaire, new financial planning tools, and behavioral finance capabilities.
Morningstar Inc. published this content on 05 May 2017 and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on 25 May 2017 20:30:23 UTC.
Original documenthttps://shareholders.morningstar.com/investor-relations/investor-qa/default.aspx#archive=1493596800000-1496188800000
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Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.