April 5, 2019

Morningstar Announces Availability of Proxy Materials for 2019 Annual Shareholders' Meeting

CHICAGO, April 5, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) a leading provider of independent investment research, today announced that the proxy materials for its 2019 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule.

The proxy statement for Morningstar's 2019 annual meeting is available here and the 2018 annual report to shareholders is available here. Morningstar shareholders may also request printed copies of the proxy materials for the annual meeting by following the instructions provided in the Notice of Internet Availability of Proxy Materials mailed to shareholders on April 5, 2019.

Morningstar's 2019 Annual Shareholders' Meeting will be held at 8 a.m. Central Time on Friday, May 17, 2019, at its corporate headquarters at 22 W. Washington Street in Chicago. If you'd like to attend, please register by clicking here.

The company will also provide a live video stream of the annual meeting (including management presentations and a question and answer period). A link to the live video stream will be available in the Investor Relations area of our corporate website at https://shareholders.morningstar.com in the Events & Presentations section. Live video stream viewers will have the opportunity to submit questions during the meeting.

Investor Communication 
Morningstar encourages all interested parties—including securities analysts, current shareholders, potential shareholders, and others—to submit questions in writing. Investors and others may send questions about Morningstar's business to investors@morningstar.com. Morningstar will make written responses to selected inquiries available to all investors at the same time in Form 8-Ks furnished to the Securities and Exchange Commission, generally on the first Friday of every month.

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 $193 billion in assets under advisement and management as of Dec. 31, 2018. The company has operations in 27 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

Caution Concerning Forward-Looking Statements
This press release contains forward-looking statements as that term is used in the Private Securities Litigation Reform Act of 1995. These statements are based on our current expectations about future events or future financial performance. Forward-looking statements by their nature address matters that are, to different degrees, uncertain, and often contain words such as "may," "could," "expect," "intend," "plan," "seek," "anticipate," "believe," "estimate," "predict," "potential," "prospects," or "continue." These statements involve known and unknown risks and uncertainties that may cause the events we discuss not to occur or to differ significantly from what we expect.

For us, these risks and uncertainties include, among others, liability for any losses that result from an actual or claimed breach of our fiduciary duties; failing to maintain and protect our brand, independence, and reputation; failing to differentiate our products and continuously create innovative, proprietary research tools; liability related to the storage of personal information related to individuals as well as portfolio and account-level information; inadequacy of our business continuity program in the event of a material emergency or adverse political or regulatory developments; failing to respond to technological change, keep pace with new technology developments, or adopt a successful technology strategy; trends in the asset management industry, including the decreasing popularity of actively managed investment vehicles and increased industry consolidation; an outage of our database, technology-based products and services, or network facilities or the movement of parts of our technology infrastructure to the public cloud; compliance failures, regulatory action, or changes in laws applicable to our investment advisory or credit rating operations; volatility in the financial sector, global financial markets, and global economy and its effect on our revenue from asset-based fees and credit ratings business; the failure of acquisitions and other investments to produce the results we anticipate; the failure to recruit, develop, and retain qualified employees; challenges faced by our non-U.S. operations, including the concentration of data and development work at our offshore facilities in China and India; liability relating to the acquisition or redistribution of data or information we acquire or errors included therein; and the failure to protect our intellectual property rights or claims of intellectual property infringement against us.

A more complete description of these risks and uncertainties can be found in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K for the year ended December 31, 2018. If any of these risks and uncertainties materialize, our actual future results may vary significantly from what we expected. We do not undertake to update our forward-looking statements as a result of new information or future events.

©2019 Morningstar, Inc. All Rights Reserved.

MORN-C

Contact: Stephanie Lerdall, +1 312 244-7805 or stephanie.lerdall@morningstar.com
 

Morningstar logo (PRNewsFoto/Morningstar Research Inc.) (PRNewsfoto/Morningstar, Inc.)

 

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SOURCE Morningstar, Inc.

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