CHICAGO, March 25, 2019 /PRNewswire/ -- Morningstar, Inc.
(Nasdaq: MORN) plans to report its first-quarter 2019 financial results after the market closes on Wednesday, April 24, 2019. 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 $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 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
Media Contact: Stephanie Lerdall, +1 312 244-7805 or stephanie.lerdall@morningstar.com
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SOURCE Morningstar, Inc.