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Articles tagged "Morningstar, Inc."


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Dan Needham: We seek out companies like SMArtX that are breaking through the boundaries of traditional technology.

Morningstar buys a $30-million stake in SMArtX, gets two board seats -- and a puzzle piece to launch direct indexing later this year -- in the bargain

The Chicago money manager of $251 billion previously said it was supplanting InvestCloud's APL with a SMArtX rental; now it's purchasing a piece of the success it'll help assure

May 4, 2022 at 2:54 AM

Daniel Needham: 'We're very committed.'

Despite no 'clear, crisp ah-ha! moment,' Morningstar finally launches dedicated RIA bundle unit infused with direct indexing and clearer line to CEO Kunal Kapoor

The Chicago firm mandated Daniel Needham with money, mission and people for branded, one-stop back office for fiduciary RIAs

February 3, 2022 at 8:13 PM

Eric Clarke: 'We felt it was important to have the conference, and yet at the same time offer those that want to connect digitally to do so.

Rather than canceling conferences, Orion and Morningstar are hiring doctors, medical staff for upcoming in-person events -- a very 2021 expense to curb COVID and the liability it represents

Having doctors and nurses is the crowning touch to form the smallest bubble possible, making attendees accountable and sparing no expense to avoid COVID superspreading.

August 27, 2021 at 10:26 PM

Jeff Schwantz: Traditional risk profiling is typically inadequate.

Morningstar stomps into the 'risk score' game with big weapons, miniscule market share and 'love' from Aaron Klein

The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free

August 3, 2021 at 2:40 AM

Eric Clarke: [The Riskalyze attack] certainly helped accelerate our sales and prospect pipeline, ironically.

The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.

July 17, 2021 at 3:05 AM

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