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13 Jun 2016, 5:31 am by Morse, Barnes-Brown Pendleton
MBBP Client InvestSoft Technology, a provider of innovative software solutions designed to streamline workflow, reduce risk and harness the value of data throughout an organization, was acquired by Morningstar, Inc. [read post]
23 Aug 2022, 12:00 pm by Johanna Markind
“Following public reports into Morningstar’s alleged anti-Israel bias and concerns raised to my Office, we launched an investigation into Morningstar Inc. and Sustainalytics over potential consumer fraud issues. 18 attorneys general have now joined our investigation. [read post]
7 Nov 2014, 1:21 pm by Ray Frager
Morningstar Inc. has rated the Maryland College Investment Plan, managed and distributed by T. [read post]
4 Nov 2011, 6:55 am
Financial research firm Morningstar, Inc. will begin offering ratings for non-traded real estate investment trust (REITs) as early as the end of the first quarter next year. [read post]
The new figures, from fund researcher Morningstar Inc., show that investments in 529 plans fell an average of 9.5% in the third quarter and are now down 5.9% this year through Sept. 30. [read post]
30 Aug 2008, 2:03 am
Check this out: Out of almost 2,100 diversified retail U.S. stock mutual funds that are open to new investors, just 17 have positive returns for both the past 12 months and year-to-date, according to investment researcher Morningstar Inc. [read post]
27 Apr 2009, 6:45 am
According to Morningstar, Inc. of Chicago, the funds lost 29% last year compared with a 7.9% average decline for bond mutual funds overall. [read post]
7 Feb 2024, 6:32 am
Posted by Lindsey Stewart, Morningstar, Inc, on Wednesday, February 7, 2024 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
7 Feb 2024, 6:32 am
Posted by Lindsey Stewart, Morningstar, Inc, on Wednesday, February 7, 2024 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. [read post]
14 Nov 2011, 11:00 am by Marsha Tesar
The new figures, from fund researcher Morningstar Inc., show that investments in 529 plans fell an average of 9.5% in the third quarter and are now down 5.9% this year through Sept. 30. [read post]
31 Oct 2011, 4:00 am by Kyle Krull
The new figures, from fund researcher Morningstar Inc., show that investments in 529 plans fell an average of 9.5% in the third quarter and are now down 5.9% this year through Sept. 30. [read post]
According to a recent Wall Street Journal article, and Morningstar research, investments in 529 plans fell an average of 9.5% in the third quarter and are now down 5.9% this year through Sept. 30. [read post]
10 Jun 2018, 8:00 am by Sabrina I. Pacifici
WSJ via Morningstar: “Facebook Inc. struck customized data-sharing deals that gave select companies special access to user records well after the point in 2015 that the social network has said it walled off that information, according to court documents, company officials and people familiar with the matter. [read post]
7 Jul 2010, 6:32 am by Theo Francis
And as a tiny outpost of Morningstar Inc., of course, we all ultimately work for founding Chairman and Chief Executive Joe Mansueto. [read post]
19 Aug 2022, 6:30 am
Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Thursday, August 18, 2022 Tags: Capital allocation, Dividends, ESG, Firm performance, Growth rates [read post]
19 Aug 2022, 6:30 am
Posted by Subodh Mishra, Institutional Shareholder Services, Inc., on Thursday, August 18, 2022 Tags: Capital allocation, Dividends, ESG, Firm performance, Growth rates [read post]
22 Apr 2013, 6:06 am
"Coach is 'a style that conveys a sense of treating oneself,' said Paul Swinand, retail analyst at Morningstar Inc. [read post]
8 Mar 2016, 12:13 pm by Mark Astarita
  For example, he created a nonexistent woman named Amanda Sutton who carried the title: Investor Relations Professional.Zoernack and EquityStar provided false and misleading data to Morningstar Inc. so the Momentum fund could attain the title of “Morningstar Five-Star-Rated Fund” under false pretenses and Zoernack could market the fund as highly-rated.For example, Zoernack misrepresented to Morningstar that the fund existed longer than it… [read post]