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Morningstar Appoints Two New Analysts to Manager Research Team

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17 April 2014

LONDON, 17th April 2014—Morningstar UK Limited, a subsidiary of Chicago-based Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today announced the appointment of two experienced investment analysts to its Morningstar OBSR manager research team.

Simon Dorricott and Linsay McPhater have joined the Morningstar OBSR manager research team, and will be responsible for analysing a range of funds and their respective managers across a broad spectrum of asset classes.

Dorricott joins from Standard and Poor’s, where he was an associate director on the fund research team, responsible for analysing and rating more than 100 funds across an array of equity sectors. Before that, Dorricott worked as an investment analyst for Origen Financial Services, covering a range of equity and fixed-income funds.

McPhater previously worked as a senior investment analyst for Dart Capital, covering a range of multi-asset funds. Prior to Dart Capital, she worked on the hedge fund, private equity, and multi-asset teams at Aberdeen Asset Management.

“These appointments reflect our commitment to providing the best fund ratings and research that the market has to offer,” Ruli Viljoen, head of fund research for Morningstar OBSR, said. “The breadth and quality of insight that both Simon and Linsay provide will be invaluable to the investors we serve.”

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About Morningstar OBSR  Morningstar OBSR is a leading provider of independent qualitative investment research and consultancy. It draws upon the whole of the funds market for its investment strategy analysis to deliver in-depth views on approximately 900 funds and provides asset allocation and portfolio construction consultancy services to life, pension, and fund-of-funds providers. It also offers a discretionary managed portfolios service for financial advisers and sub-advisory services to asset managers. The Morningstar OBSR Analyst Ratings are widely acknowledged as comprehensive marks of quality; Morningstar OBSR does not charge fund managers to research and rate their funds. Morningstar OBSR is the brand associated with the Analyst Ratings from Old Broad Street Research (OBSR), a subsidiary of Morningstar UK Ltd. It is also a trading name for Morningstar Investment Management Europe. Both are wholly owned subsidiaries of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia.

About Morningstar UK Limited and Morningstar, Inc. Morningstar UK is a subsidiary of Morningstar, Inc., 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 446,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 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 registered investment advisor subsidiaries and had approximately $159 billion in assets under advisement and management as of Dec. 31, 2013. The company has operations in 27 countries.

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In the News, Press Releases