CHICAGO, June 20, 2016 /PRNewswire/ -- Morningstar, Inc.
(NASDAQ: MORN) plans to report its second-quarter 2016 financial results after the market closes on Thursday, July 21, 2016. The company does not hold analyst conference calls; however, investors may submit
written questions to Morningstar at investors@morningstar.com.
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, and retirement plan providers and sponsors. Morningstar provides data on approximately 525,000
investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 18
million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury
markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than
$180 billion in assets under advisement and management as of March 31,
2016. The company has operations in 27 countries.
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," 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; failing to respond to technological change, keep pace with new technology developments, or adopt a successful technology
strategy; liability related to our storage of personal information related to individuals as well as portfolio and account-level
information; compliance failures, regulatory action, or changes in laws applicable to our investment advisory or credit rating
operations; downturns in the financial sector, global financial markets, and global economy; the effect of market volatility on
revenue from asset-based fees; a prolonged outage of our database, technology-based products and services, or network facilities;
challenges faced by our non-U.S. operations, including the concentration of data and development work at our offshore facilities
in China and India; and trends in the mutual fund industry,
including the increasing popularity of passively managed investment vehicles. 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, 2015. 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.
©2016 Morningstar, Inc. All Rights Reserved.
MORN-C
Media Contact: Nadine Youssef, +1 312-696-6601 or nadine.youssef@morningstar.com
Investors: Please submit questions to investors@morningstar.com.
Logo - http://photos.prnewswire.com/prnh/20160301/339380LOGO
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/morningstar-inc-to-announce-second-quarter-financial-results-on-july-21-300287130.html
SOURCE Morningstar, Inc.