MORN - Conference and earnings call announcements

Investment leaders recognized for disciplined performance and investor-first decision making Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced the winners of the 2026 US Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that Morningstar believes exemplify long-term investment skill, thoughtful risk-taking, and a consistent commitment to serving investors' best interests. The 2026 winners are: Outstanding Equity Portfolio Manager: Harry Hartford and Sarah Ketterer, Causeway Capital Outstanding Fixed Income Portfolio Manager: Jerome Schneider, PIMCO Outstanding Allo

Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment insights, today announced significant updates to its Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments. The updated methodology, which will go live globally in April 2026, is designed to simplify the rating structure, make the rating more transparent for investors, and enhance stability—empowering investors to more easily identify investments with the potential to outperform their Morningstar Category average. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20251203906408/en/Morningstar's updated Medalist Rating

Top fund managers and a leading asset manager recognized for outstanding performance and investor-first practices Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investing insights, today announced the winners of the 2025 U.S. Morningstar Awards for Investing Excellence. The awards recognize portfolio managers and asset management firms that demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and a commitment to aligning their interests with those of their investors. The 2025 winners are: Outstanding Portfolio Manager – Equity: Will Danoff, Fidelity Outstanding Portfolio Manager – Fixed Income: Bryan Krug, Artis

CHICAGO, Feb. 15, 2022 /PRNewswire/ -- Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (NASDAQ:MORN), and Hueler Income Solutions®, LLC., are linking services so that retirement savers can incorporate guaranteed income products into their personalized advice plan through Morningstar Retirement Manager.  Managed accounts and advisor managed accounts, which deliver personalized investment advice to investors using the Morningstar Retirement Manager user platform, will now connect to Hueler Income Solutions®, a marketplace of institutionally priced, customizable guaranteed income products. When a plan sponsor or fiduciary adviser indicates they want to make annuitie

CHICAGO, Oct. 14, 2021 /PRNewswire/ -- Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. (NASDAQ:MORN), and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, today announced plans to offer the industry's first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is expected to launch in early 2022, pending final guidance from the U.S. Department of Labor on the use of ESG factors to select investments for retirement plans. PEPs allow employers of any size or industry to band together to participate in a single retiremen