CHICAGO, Sept. 25, 2018 /PRNewswire/ -- Morningstar, Inc.
(NASDAQ: MORN) plans to report its third-quarter 2018 financial results after the market closes on Wednesday, Oct. 24, 2018. 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,
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 $203 billion in assets under advisement and
management as of June 30, 2018. 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," "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; 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 increasing popularity of passively managed investment vehicles;
inadequacy in our business continuity program in the event of a material emergency or adverse political or regulatory
developments; liability related to the 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; 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; downturns in the financial sector, global markets, and
global economy; the effect of market volatility on revenue from asset-based fees; 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, 2017. 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.
©2018 Morningstar, Inc. All Rights Reserved.
MORN-C
Media Contact: Sasha Bigda, +1 312 244-7493 or sasha.bigda@morningstar.com
Investor Relations Contact: Barbara Noverini, CFA, +1 312 696-6164 or barbara.noverini@morningstar.com
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SOURCE Morningstar, Inc.