Articles tagged "Morningstar, Inc."
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CI Financial's Bain PIK deal sours shareholders, leads two analysts to downgrade and sends shares south, but CEO still has faith in IPO before 2030
'CI Financial has to live with the hand it is holding,' Morningstar researcher says, because it has few cards left now to play -- without quick market help for a big IPO
May 16, 2023 at 1:44 AM
Morningstar buys a $30-million stake in SMArtX, gets two board seats -- and a puzzle piece to launch direct indexing later this year -- in the bargain
The Chicago money manager of $251 billion previously said it was supplanting InvestCloud's APL with a SMArtX rental; now it's purchasing a piece of the success it'll help assure
May 4, 2022 at 2:54 AM
Despite no 'clear, crisp ah-ha! moment,' Morningstar finally launches dedicated RIA bundle unit infused with direct indexing and clearer line to CEO Kunal Kapoor
The Chicago firm mandated Daniel Needham with money, mission and people for branded, one-stop back office for fiduciary RIAs
February 3, 2022 at 8:13 PM
Rather than canceling conferences, Orion and Morningstar are hiring doctors, medical staff for upcoming in-person events -- a very 2021 expense to curb COVID and the liability it represents
Having doctors and nurses is the crowning touch to form the smallest bubble possible, making attendees accountable and sparing no expense to avoid COVID superspreading.
August 27, 2021 at 10:26 PM
Morningstar stomps into the 'risk score' game with big weapons, miniscule market share and 'love' from Aaron Klein
The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free
August 3, 2021 at 2:40 AM
The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar
The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.
