PR Newswire
CHICAGO, May 10, 2019
CHICAGO, May 10, 2019 /PRNewswire/ -- Speaking to more than 2,000 attendees at the annual Morningstar Investment Conference in Chicago, Kunal Kapoor, chief executive officer of leading investment research provider Morningstar, Inc. (Nasdaq: MORN), discussed the growing importance of great advice from financial professionals in ensuring today's investors can meet their financial goals and prepare for a financially secure retirement.
"Our research tells us that the single greatest way investors can improve their financial picture is through personalized financial advice. Great advice makes everyone shine, and we are in your—and the investor's—corner in that endeavor," Kapoor said in his keynote address, available here. "When you do business with us, you do business with our values. Our commitment to investor success manifests as specific and tangible principles that are universal: our opinions are independent; our actions are transparent; and we invest for the long term."
With speeches, panels, and breakout sessions customized for participants across five tracks, the conference surfaced the brightest ideas in investing—spanning topics such as value, innovation, sustainable investing and retirement—and also surfaced new Morningstar research and product offerings. Highlights from the conference capture the importance of delivering personalized advice to investors and finding the right strategies to meet their financial goals.
More General Session Highlights
New Morningstar Research
New Morningstar Product Launches and Enhancements
Awards and Recognitions
At the conference and live on CNBC's Power Lunch yesterday, Morningstar announced its 2019 Morningstar Awards for Investing Excellence, recognizing portfolio managers, asset management firms, and up-and-coming managers who demonstrate excellent investment skill, the courage to differ from the consensus to benefit investors, and an alignment of interests with the strategies' investors.
Winners were honored in three categories: Dan Fuss of Loomis Sayles Bond (LSBDX) for Outstanding Portfolio Manager; The Vanguard Group for Exemplary Stewardship, accepted by Chairman and CEO Tim Buckley; and James Marchetti of PRIMECAP Odyssey Aggressive Growth (POAGX) for Rising Talent. Interviews featuring winners are available on Morningstar.com here.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent 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, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $210 billion in assets under advisement and management as of March 31, 2019. The company has operations in 27 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar's Manager Research Group's current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's or separately managed account's underlying securities' creditworthiness. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.
In the United States, Morningstar® Managed PortfoliosSM are offered by Morningstar Investment Management LLC and Morningstar Investment Services LLC, both registered Investment advisers and subsidiaries of Morningstar, Inc.
©2019 Morningstar, Inc. All Rights Reserved.
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Media Contact:
Stephanie Lerdall, +1-312-696-6037 or [email protected]
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SOURCE Morningstar, Inc.
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