EECS 441 Company Preso

1. Presented by Neal Parikh

2. Products
● Morningstar.com
● Morningstar Direct
● Morningstar Advisor
Workstation

3. Company History
● Founded in 1984 by CEO Joe Mansueto
● Headquartered in Chicago
● Around 4,000 Employees in 27
countries worldwide

4. Financial Information
● Public, IPO in 2005
● $790 Million in Revenue in 2015
● Generates revenue from over 50 different products

5. Stock Price

6. Secret Sauce
● Independent Investment Research
● Morningstar Rating for Funds
● Comprehensive Data

7. Competition

8. Prediction
Morningstar will continue to grow if:
● Listens to investors needs
● Adapts to technology
● Continues to acquire

9. Any Questions?