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Morningstar Inc. (MORN)
SUMMARY
BULLS
BEARS
TOPICS
DATA CENTRAL
STOCK CHART
SEC FILINGS
BALANCE
INCOME
CASH FLOW
Topic Listing for Morningstar
Accomplishments
Accounting Reporting Noncontrolling Interest Consolidated Subsidiaries
Accounting Standards Codification
Accounting Standards Codification Asc
Accounting Stock-based Compensation Awards
Accounting Uncertainty Tax Positions
Acquisition Financial Computer Support Inc
Acquisition Fund Data Business Standard Poors
Acquisition Hemscott Data Media Investor Relations Web Site
Acquisition Intech Pty Ltd
Acquisition Minority Interest Morningstar Europe
Acquisition Minority Ownership Morningstar Europe
Acquisition Mutual Fund Data Business Standard Poors
Acquisition Strategy
Acquisition Strengthen Morningstars Global Equity Database International Presence
Acquisition Tenfore Systems Limited
Acquisitions
Acquisitions 10-k Wizard Llc Investdata
Acquisitions Cost Savings
Acquisitions Goodwill Other Intangible Assets
Acquisitions Hemscott Fund Data Business Standard Poors
Add Revenue Being Unfamiliar Service Seems Like Acquisition
Addition Some Financial Websites What Type Companies Typically
Additionally Appears Analyst Coverage Morningstar Sparse Consequently Not
Adjustments Authorized Shares
Administration
Administration Amendments Termination
Adoption Emerging Issues Task Force 06-2 Accounting Sabbatical
Adoption Financial Accounting Standard Board Interpretation Uncertainty Income
Advertising Costs
Advertising Marketing Declined 23mil Thats What Level
Advisor Segment
After Once Again Receiving Marketing E-mail Morningstar Dividendinvestor
Aggregate Intrinsic Value Table Above Represents Total Pretax
Also Like Understand What Morningstars Options ~30 Ownership
Also Talk Bps Basis Points Average Earn Managed
Amended Restated Effective 2009
Amendments Termination
Analysts Hired Research Produced Analyst Settlement Retained Light
Analyzing Growth Companies Economic Downturn Often Makes Sense
Andex Associates Inc
Annual Meeting
Answer Questions Comment Issue Generally Much Appreciated Current
Anticipate Other Costs Related Acquisition What Impact Morningstars
Anything New Terms Creating Credit-rating Business
Application Critical Accounting Policies Estimates
Approached Long Been Discussions
Approval Morningstar Inc Incentive Plan
Aspect Huntley Pty Limited
Asset Management Advisory Business
Attendance Board Committee Annual Shareholders Meetings
Audit Committee
Audit Committee Report
Audit Fees
Audit-related Fees
Aum Managed Accounts Stable Value Funds They Performing
Australia
Authorized Signatures Completed Vote Counted Date Sign Below
Availability Free Low-cost Investment Information Lead Lower Demand
Available-for-sale
Balance Sheet
Banked Bonus
Barriers Entry Financial Information Business
Base Salary
Based Web Site Business Intriguing Operation Expanded Countries
Basis Presentation Interim Financial Information
Bear Cost Soliciting Votes Annual Meeting
Become Global Leader Funds-of-funds Investment Management
Believe Economy Capital Markets Show Some Sustained Rebound
Believe Negative Halo Credit Rating Agencies Impact
Beneficial Ownership Reporting Compliance
Bevin Desmond
Bill Lyons
Board Directors Corporate Governance
Board Responsibilities Structure
Bonus Determination
Bonus Determinations Named Executive Officers Other Joe Mansueto
Bonus Ebit
Bonus Expense
Bonus Plan
Bonus Pools
Break Out Investment Consulting Assets Advisement Client Industry
Break Out Revenue Business
Breakout Net New Assets Flows Versus Market Related
Business
Business Climate
Business Combinations
Business Environment
Business Exposed Headcount Reductions Institutional Financial Sector What
Business Relies Heavily Electronic Delivery Systems Internet Failures
Business Revenue Growth Trends
Business Segment Performance
Calculate Basis-point Fee Rate Intech Right Ballpark
Cap Ranged Between Revenue Over Past Reasonable Expect
Capital Allocation
Capital Expenditures
Capital Management
Capital Spending
Cash Balance
Cash Balance Continues Grow Due Highly Free Flow-generative
Cash Compensation
Cash Equivalents
Cash Equivalents Investments
Cash Position
Cash Provided Financing Activities
Cash Provided Operating Activities
Cash Used Investing Activities
Catherine Gillis Odelbo
Caution Concerning Forward-looking Statements
Ceo Compensation
Certain Products Services Historically Large Percentage Revenue Base
Certain Relationships Related Transactions Director Independence
Challenges
Changes Discuss Area Morningstarcom
Changes Internal Controls Over Financial Reporting
Changes Last Discuss Area Morningstarcom Seem Caused Drop-off
Changes Laws Applicable Investment Advisory Operations Compliance Failures
Changes Market Economic Conditions Lower Demand Products Services
Cheryl Francis
Choice Specified Proxy Voted Discretion Proxyholders Other Matter
Chris Boruff
Client Base
Client Loss Impact Other Expense Category
Client Loss Situation Consulting Business Stabilized
Client Retention
Clients Hemscott
Committee Award Incentive Stock Options Only Employees
Communicating
Communications Shareholders Board
Companies Within Sector Business Outside Done Split Stock
Compensation Bonus Expense
Compensation Committee
Compensation Committee Interlocks Insider Participation
Compensation Committee Report
Compensation Discussion Analysis
Compensation Expense
Compete Business Particularly Provide Data Financial Websites
Compete Morningstar Direct Business
Competition Reduce Share Investment Research Market Hurt Financial
Competitive Landscape
Competitors Business They Getting Aggressive
Composition Client Base
Computer Software Internal Product Development Costs
Concentration Credit Risk
Concentration Revenue Client
Conclusion
Congratulation After Success What Fantastic Run Had Share
Consent Independent Registered Public Accounting Firm
Considering Purchasing Stock Not Been Able Ascertain What
Consolidated Financial Statements
Consolidated Operating Income
Construction
Consulting Asset Management
Consulting Services Singapore
Contact
Contacts
Contingencies
Continue Developing Retirement Income Capabilities
Continue Expanding Index Business
Control Principal Shareholder Adversely Affect Other Shareholders
Controls Procedures
Corporate
Corporate Eliminations
Corporate Governance Guidelines
Cost Goods Sold
Cost Method Investments
Cost Saves Fund Data Acquisition Fully Run-rate Was
Cost Structure
Cost-savings Plan
Creates Single Source Global Financial Regulatory Filings
Credit Ratings
Credit Ratings Business
Credit Requirements
Customers
Cyclical Versus Secular Problems
Data Sources
Data Staffing
Databases Combined
David Williams
Deferral Bonus
Deferred Compensation Agreement Don Phillips
Deferred Revenue
Deferred Revenue Percent Was Down 108 121 Earlier
Define Financial Adviser
Defined Contribution Plan
Definition Advisers Number Typically Grown Over Time
Definitions
Departure Directors Principal Officers Election Appointment Certain
Depreciation Amortization
Depreciation Amortization Expense
Description Business
Despite Making Some Acquisitions Cash Position Continues Grow
Details Restricted Stock Unit Granted Participant
Development Expense
Did Advertising Revenue Grow Q407 Fast Individual Segment
Did Managed Portfolios Perform 2q07 Ytd07 Versus Benchmarks
Did Publications Piece Individual Segment Grow Q407 Fast
Did Receive Notice Mail Regarding Internet Availability Proxy
Did Revenues Institutional Segment Decline Sharply Q306
Did Segment Operating Margins Increase 2007
Director Restricted Stock Unit Award Agreement
Directors Executive Officers Corporate Governance
Disclosed Name Investment Counseling Client Morningstar Associates Left
Discuss Bit Morningstar Direct Subscription Growth Particularly International
Discuss Critical Accounting Policies Estimates Managements Discussion Analysis
Discuss Greater Detail Operating Margin Improvement Each Segment
Discuss Often Pricing Reviewed Prices Various Key Products
Discussions Other Potential Clients Equity Research
Dividend Policy
Dividend Yield
Documents Incorporated Reference
Dod Offering Research Military Personnel Rather Just Account
Don Phillips
Drop Some Sector Categories Decide Those Out Favor
Duration Options Each Option Expire Time Determined Committee
Earlier Management Noted ~15 Revenue Was Tied Fees
Early Indication What Renewal Rates Large Broker-dealers Regarding
Earn Money Indices Beyond Own Products Said Another
Earnings Release
Economic Environment
Economic Market Sensitivity
Economic Outlook
Effect Consolidation Outsourcing
Effective Tax Rate
Effective Tax Rate 2008
Eitf Issue 08-6 Equity Method Investment Accounting Considerations
Elaborate Changes Bonus Plan Youve What Drivers Today
Elements Compensation Program
Eligibility
Eligibility Participation
Elizabeth Kirscher
Employee Count Increased Rapid Year-over-year Pace 2007 2008
Employee Headcount
Employees
Employees Hemscott They Located
Employment Agreements Change Control Arrangements Deferred Compensation
Employment Family Member Frank Ptak
Enhance Expertise Key Investment Databases Look Opportunities Develop
Enhance Position Each Operating Segments Focusing Major Internet-based
Entire Singapore Pension Fund Assets Now Morningstars Aum
Entitled Vote Annual Meeting
Equity Compensation
Equity Compensation Plan Information
Equity Net Income Loss Unconsolidated Entities
Equity Net Income Unconsolidated Entities
Equity Research Data Business Cpms Computerized Portfolio Management
Equity-based Compensation
Estimated Penalties Related Timing Deposits Taxes Withheld Non-qualified
Estimates
Evaluate Business
Evaluation Disclosure Controls Procedures
Event Termination Participants Service Cause Outstanding Options Granted
Eventual Expected Sale Bloomberg Pose Threat Business Was
Example While Individual Segments Operating Margin Tends Seasonally
Excluding Acquired Business Did Licensed Data Piece Segment
Executive Compensation
Exercise Freestanding Sars Exercised Whatever Terms Conditions Committee
Exhibits
Expand Capabilities Hedge Fund Research
Expand International Brand Presence Products Services
Expand Leverage Capabilities Stocks
Expand Range Services Offer Investors Financial Advisors Institutional
Expect Additional Client Losses Investment Consulting Business Through
Expect Overall Retention Clients Higher Lower 2008
Expected Exercise Price
Expected Life
Expected Volatility
Explain Difference Between Assets Management Advisement
Explain Fully What Plans Morningstar Development Program
Extend Improve Global Offerings Earnings Power Margins
Face Liability Information Publish Including Based Data Obtain
Face Liability Related Storage Personal Information Users
Failure Protect Intellectual Property Rights Harm Brand-building Efforts
Failure Successfully Integrate Acquisitions Strain Resources
Fair Value Measurement
Fair Value Measurements
Fair Value Option Financial Assets Liabilities
Fcsi
Fee-based Businesses Higher Margins Respective Segment Operating
Fees Investment Consulting Morningstar Managed Portfolios
Financial Advisor Market
Financial Results
Financial Statement Schedules
Financial Statements Exhibits
Financial Statements Morningstar Japan
Fixed-income Credit Ratings Area
Fixed-income Research Credit Ratings
Fluctuations Operating Results Negatively Impact Stock Price
Follow Question Morningstars Annual Meeting Provide Detail Types
Foreign Currency
Foreign Currency Exposure
Form 10-k
Form 10-q
Frank Ptak
Fundamental Data Limited
Funds Business
Further Details Restricted Stock Units Granted Participant Terms
Future Sale Shares Common Stock Negatively Impact Price
Future Success Depends Ability Recruit Retain Qualified Employees
General Administrative Expense
Give Feel Net Client Acquisitions Morningstar Associates Ibbotson
Give Little Detail Competitive Standing Fund Data Outside
Give Some Sense Granularity Client Base Each Business
Give Some Sense Much Expense Base Compensation What
Given Answer Above Questions Lack Availability Commercial Credit
Given Current Regulatory Climate Seems Ratings Agencies Going
Given Diminished Revenue Coming Equity Research Whats Status
Given Global Research Analyst Settlement Set Expire 2009
Given Problems Some Large Prime Brokers Impacted Business
Global Financial Filings Database Business Reports Llc
Goals Compensation Program
Goodwill
Government Regulation
Grant Restricted Stock Units
Grants Plan-based Awards
Headcount Growth
Hedge Fund Database
Hedge Fund Database Analyst Reports
Held-to-maturity
Help Understand Hemscotts Investor Relations Business Fits Morns
Hemscott Data Media Investor Relations Web Site Businesses
Hemscott Executives Senior Managers Join Morningstar Employees Lose
Hemscott Integrated Existing Morningstar Operations
Hemscott Management Team Remain Morningstar Once Acquisition Closed
Hemscotts Clients
Higher Capital Spending Adversely Impact Free Cash Flow
Highlights
Historically Youve Noted Majority Revenue Comes Renewal Multi-year
Hypothetically Consulting Clients Converted Assets Advisement Pricing Flat
Ibbotson Associates
Ibbotson Associates Inc
Impact Credit Crisis
Impact Financial Turmoil
Impact Foreign Currency
Impact Industry Consolidation
Impact Industry-wide Headcount Reductions
Impact Market Volatility
Impairment Long-lived Assets
Important Notice Regarding Availability Proxy Materials Annual Meeting
Important Notice Regarding Availability Proxy Materials Shareholder Meeting
Incentive Bonuses
Income Per Share
Income Tax Expense
Income Taxes
Increased Investment Morningstar Korea Ltd
Increased Ownership Interest Morningstar Korea
Independent Directors
Index
Individual Investor Market
Individual Segment
Industry Consolidation Adversely Impact Competitive Position Relationships Clients
Industry Consolidation Adversely Impact Relationships Clients Business Results
Industry Growth Rates
Industry Overview
Information
Initial Public Offering
Insider Selling
Institutional Hedge Fund Separate Account Database Division Investorforce
Institutional Hedge Fund Separate Accounts Database Division Investorforce
Institutional Market
Institutional Segment
Intangible Assets
Integrate Hemscotts Business Morningstar Structured
Interest Income
Interest Rate
Internal Growth Rate Individual Picked Time While Also
Internally Target Specific Roe Generally Look Operating Income
International Operations
International Strategy
Internet Advertising Sales
Interstate
Investment Advisory Operations Subject Liability Losses Result Breach
Investment Consulting
Investment Consulting Clients Been Lost 2008 Beyond Disclosed
Investment Consulting Management
Investment Consulting Operations
Investment Information
Investment Landscape Research Data
Investment Management
Investment Management Advisory Business
Investment Management Ive Included Consulting Morningstar Managed Portfolios
Investment Management Segment Asset Flows
Investment Management Segment Operating Margin
Investment Portfolio
Investments
Investments Unconsolidated Entities
Investor Communications
Investor Questions Answers 2007
Investor Questions Answers 2008
Investor Questions Answers 2009
Ioof Holdings Limited
Ipreo
Ipreo Selling Businesses
Ite
Jack Noonan
Joe Mansueto
John Rekenthaler
Just Like Know Got
Keep Hemscott Name
Keep Products
Key Business Characteristics
Key Business Drivers
Know Large Cash Balance What Fund Working Capital
Know Touched 10-k Provide Additional Details Get Paid
Know Yet Much Spitzer-settlement-related Equity Research Revenue Youll
Kunal Kapoor
Largest Customer
Largest Investment Consultant What Guess Assets Advisement
Legal Expense
Legal Matters
Legal Proceedings
Level Operating Expense
Liability Sabbatical Leave
License Agreements
Licensed Data
Licensed Data Fallen Below Revenue Segment Growing Over
Licensed Tools Content
Like Know Total Amount Assets Management Advised Morningstar
Limitation Other Board Service
Liquidity Capital Resources
Long-term Margins
Lost Significant Investment Consulting Clients Revenue Since
Lost Won Additional Investment Consulting Clients Beyond Those
Low Bonuses 401 Reductions Well Other Cost-cutting Efforts
Lower Bonus Expense Indicate Not Expect 2008 Good
Major Clients Managed Retirement Accounts
Managed Portfolios Portfolio Assets Program Beat Benchmarks Q407
Managed Retirement Accounts
Management Ownership
Managements Report Internal Control Over Financial Reporting
Market Sensitivity
Market Structure Consolidation
Market Volatility
Marketing Costs
Marketing Sales
Marketing Strategy
Media Clients
Media Contacts
Meeting Location
Mergers Acquisitions
Mistaken Identity Penny Stocks
Modeling Perspective Implications Ever Increasing Percentage Intl Revenue
Morn Lose Total Revs Global Settlement Business Management
Morn Share Price
Morn Stock Ownership
Morn Stock Price Movement
Morningstar
Morningstar Acquire Equity Research Data Business Cpms Computerized
Morningstar Acquired Companies 2006 Standard Poors Fund Data
Morningstar Acquires Andex Associates Leading Provider Financial Communications
Morningstar Acquiring Businesses
Morningstar Advisor Workstation
Morningstar Advisor Workstation Pricing
Morningstar Advisor Workstation Principia
Morningstar Advisor Workstation Versus Direct
Morningstar Australasia Acquire Intech Pty Ltd Ioof
Morningstar Australasia Completes Acquisition Intech Pty Ltd Ioof
Morningstar Australia
Morningstar Buying Ipreos Holdings
Morningstar Currently Operations India
Morningstar Development Program
Morningstar Direct
Morningstar Direct Had Very Good Performance What See
Morningstar Direct License Growth Done Very Well Given
Morningstar Encorr
Morningstar Equity Research
Morningstar Equity Research Complaint Former Stock Analyst
Morningstar Inc
Morningstar Inc Acquire Business Operations Investdata Proprietary Limited
Morningstar Inc Acquire Chicago-based Logical Information Machines Leading
Morningstar Inc Acquire Financial Computer Support Provider Dbcams
Morningstar Inc Acquire Hemscott Businesses Ipreo Holdings Llc
Morningstar Inc Acquires 10-k Wizard Leading Provider Real-time
Morningstar Inc Acquires Global Financial Filings Database Business
Morningstar Inc Acquires Uk-based Fundamental Data Limited Leading
Morningstar Inc Acquires Uk-based Tenfore Systems Limited Global
Morningstar Inc Announces Organizational Operating Segment Reporting Changes
Morningstar Inc Completes Acquisition Financial Computer Support
Morningstar Inc Completes Acquisition Hemscott Businesses Ipreo Holdings
Morningstar Inc Completes Acquisition Investdata Proprietary Limited
Morningstar Inc Reports 2007 Financial Results
Morningstar Inc Reports 2008 Financial Results
Morningstar Inc Reports 2009 Financial Results
Morningstar Inc Reports Full-year 2007 Financial Results
Morningstar Inc Reports Full-year 2008 Financial Results
Morningstar Inc Rights Reserved
Morningstar Inc Settles Australian Litigation
Morningstar Indexes
Morningstar Investment Conference
Morningstar Investment Conference Continues Seminal Event Fund Companies
Morningstar Investment Research Center Contract Department Defense
Morningstar Japan
Morningstar Korea Ltd
Morningstar Licensed Data
Morningstar Managed Portfolios
Morningstar Managed Portfolios Retirement Accounts
Morningstar Principia
Morningstar Rating
Morningstar Site Builder
Morningstar Style Box
Morningstar Workstation Institutions Formerly Micropal
Morningstarcom
Morningstarcom Premium Membership Service
Morningstarcom Premium Memberships
Morningstarcom Premium Service
Morningstarcom Premium Service Non-us Markets
Morningstarcom Premium Subscribers Declined Net Basis Break Out
Morningstars Largest Acquisition Date
Much 106 Capital Expenditures Considered Maintenance Cap Was
Much Asset Advisement Organic Growth 2005 2006 2007
Much Direct Expense Reduction Expect Related Expiration Global
Much Expense Flexibility Revenue Environment Continue Challenging
Much Growth Assets Advisement Investment Consulting Was Inflows
Much Growth Assets Management Managed Portfolios Was Inflows
Much Growth Assets Management Managed Retirement Accounts Was
Much Operating Costs Segment Fixed Variable
Much Operating Expense Compensation Costs
Much Organic Growth Over Past Attribute International Within
Much Was Legal Expense Lower Sequentially Over
Mutual Fund Data Business Acquired Standard Poors
Mutual Fund Data Outside United States
Mutual Fund Database
Negative Developments Financial Sector Global Markets Adversely Impact
Negative Halo Credit Rating Agencies
Net Out Theoretical Share Morningstarcom Revenue Equity Research
New Chicago Headquarters
New Chicago Headquarters Coming Along Still Planning Move
New Platforms Added Ytd
New Products Initiatives
New Products Services
New Products Services Coming Down Pipeline Aware
New Proposals Some House Democrats Overhaul 401 System
New Trial Starts Trended Morningstarcom Over Past Few
New York Attorney Generals Office
New York Times
Newriver Inc
Newsletters Other Publications
Next Subscriptions Investment Product Licenses Currently Being Provided
Nmf Not Meaningful Percentage Points
Nominating Corporate Governance Committee
Nominees
Non-gaap Financial Measures
Non-operating Income
Non-us Business
Non-us Markets
Non-us Operations
Non-us Revenue
Non-us Web Sites
Not Currently Hedge Currency Exposure Adversely Impact Financial
Not Maintain Increase Number Subscriptions License Agreements Operating
Not Place Undue Reliance Forward-looking Statements Because They
Noted
Notice 2008 Annual Meeting Proxy Statement Report
Noticed Last Tuesday Did Not Advertisement Wall Street
Notices
Number Shares Available Awards
Number Stock Analysts Declined Prior-year Levels Signal Morn
Obtaining Financial Statements
Office Lease Expense
Online Advertising
Online News Link Llc
Operating Expense
Operating Expense Flexibility
Operating Leases
Operating Leverage Works Ways Given Fixed Cost Structure
Operating Margin
Operating Margin Capital Spending
Operating Margin Cost Structure
Operating Margin Profitability
Operating Metrics
Operating Metrics Bonus Plan
Operating Metrics Most Important Determining Managements Compensation Bonus
Operating Structure Segment Information
Operations Outside United States Expanding Involve Additional Challenges
Operations Outside United States Expanding Involve Special Challenges
Option Exercises Stock Vested
Options
Organic Growth Revenue Acquisitions
Other Acquisitions 2008
Other Equity Method Investments
Other Events
Other Fees
Other Information
Other Investments Unconsolidated Entities
Other Major Uses Not Listed Above
Other Provisions
Overlap Morningstars Client Base
Participant
Participation
Patrick Reinkemeyer
Paul Sturm
Payment Bonus
Peng Chen
Percentage Points
Performance Goals
Performance Summary
Perquisites Personal Benefits
Personal Leave Status
Phillip Gray 9276 4456
Plan Eventually Decommission Principia
Planning Issue Pro Forma Financials Combined
Plans Diversify Product Offerings Investment Management Absolute Return-oriented
Please Comment Whether Business Got Better Businesses Jan
Please Remind Composition Clients Such Investment Managers Hedge
Please Remind What Percentage Expenses Denominated Foreign Currencies
Please Remind What Pricing Structure Investment Consulting Difference
Please Return Ğdateğ
Please Review Annual Dollar Amount Analyst Settlement Operating
Political Regulatory Issues Adversely Affect Data Technology Development
Possible Disclose Compensation Percentage Revenue Each Past Also
Possible Lay Out Expected Free-cash Flow Effects New
Potential Developments Data Business
Potential Litigation
Practices Regarding Grant Equity Awards
Premium Consumer Subs Numbers Stated Gross Net Basis
Previously Commented Exposure Specific Names-lehman Aig Etc Refresh
Price Services Investment Consulting Business
Principal Accountant Fees Services
Principal Accounting Firm Fees
Principia
Principles Consolidation
Print Publications
Prior Filing Seemed Least Open Larger Opportunistic Acquisition
Pro Forma Information 2008 Acquisitions
Pro Forma Information 2009 2008 Acquisitions
Product Development Plans
Product Gaps Need Fill Near Term Others Longer
Product Plans
Product Pricing
Profitability Newer Businesses
Profitable
Profitable Investment Counseling Business Directionally Above Below Operating
Prolonged Outage Database Network Facilities Result Reduced Revenue
Properties
Property Equipment Capitalized Software
Property Equipment Depreciation
Proposal Election Directors
Proposal Ratification Appointment Independent Registered Public Accounting Firm
Proprietary Content Barriers Entry Market Share
Provide Color Current Sales Cycles Client Talks Specifically
Provide Color Morningstar Indexes
Provide Detail Site Builder Product Differs Advisor Workstation
Provide Employee Headcount Business Unit Even Individual Advisor
Provide Historical Detail Revenue Earnings Most Recent Acquisitions
Provide Number Site Builder Licenses Outstanding End
Provide Some Color Surrounding Advertising Rates Morningstarcom Been
Proxy Solicited Board Directors Annual Meeting 2008
Proxy Solicited Board Directors Annual Meeting 2009
Purchase Price Allocation
Purchase Price Allocations
Quantitative Qualitative Disclosure Market Risk
Quantitative Qualitative Disclosures Market Risk
Quarterly Average Assets What Time Frame Bill Semi-annually
Ratification Appointment Independent Registered Public Accounting Firm
Reasonable Assume Since Bonuses Accrued Based Operating Income
Reasonably Expected State Tax Rates Remain Low Remainder
Receive Paper E-mail Copy Above Listed Documents Request
Recent Strength Morningstar Advisor Driven Domestic International Large
Recently Issued Accounting Pronouncements
Reclassifications
Recommendation Board
Reconciliation Cash Provided Operating Activities Free Flow Non-gaap
Recurring Revenue
Refresh Memory Terms What Was Driver Significantly Lower
Regarding Lost Contract Noted Press Release Was Due
Regulation Disclosure
Related Party Transactions
Relationships Morgan Stanley
Remind What Average Contract Length Morningstar Ibbotson Associates
Remind What Percentage Advisor Workstation Advisors Independent Versus
Renewal Rates
Renewals Going Area Pricing Pressure Come
Rep Robert Andrews D-new Jersey Was Critical Department
Replay Annual Meeting Available
Report Independent Registered Public Accounting Firm
Reporting Compliance
Reputation Business Harmed Allegations Possible Conflicts Interest
Research Development
Reseller Agreements
Restricted Stock Unit Award Agreement
Restricted Stock Units
Restrictions Share Transferability
Results Operations Financial Condition
Results Suffer Mutual Fund Industry Experiences Lower Growth
Results Suffer Mutual Fund Industry Experiences Slower Growth
Retention Rate Calculation
Retention Renewal Rates
Retirement Advice
Return Invested Capital
Revenue
Revenue Acquisitions
Revenue Asset-based Fees
Revenue Cad Canadian Dollar Operations Direct Breaks Down
Revenue Composition
Revenue Fund Companies
Revenue Growth Advisor Individual Segments
Revenue Recognition
Revenue Region
Revenue Run Rate
Review Approval Related Party Transactions
Revoke Proxy
Richard Robbins
Risk Factors
Safe Assume Operating Profit Investment Information Drop Nearly
Safe Harbor Statement Private Securities Litigation Reform Act
Salary Expense
Salary Raises Given Average What Percent Salaries
Sales Marketing Expense
Sales Team
Saw Announcement Morning New Bond Ratings Service Please
Say Expect Lose Most Analyst Settlement Revenues Interpret
Schedule Morningstar Inc Subsidiaries Valuation Qualifying Accounts
Scott Cooley
Seasonality
Seasonality Advisor Segment
Securities Exchange
Security Ownership Certain Beneficial Owners Management Related Stockholder
See Adviser Population Dropping Right Now Least Changing
See Going Further Official Recession 4th Beyond
Seen Changes Renewal Rates Subscription Services
Seen Increase Interest Level License Indices Index-linked Investment
Seen Softness Thus Far Individual Subscribers Whats Been
Segment Geographical Area Information
Segment Long-term Assuming Current Suite Businesses Remains Static
Service Principia Software Track Number Subscriptions Retained Products
Sfas 141
Sfas 141 Business Combinations
Sfas 159 Fair Value Option Financial Assets Liabilities
Sfas 160 Accounting Reporting Noncontrolling Interests Consolidated Financial
Sfas 165 Subsequent Events
Sfas 166 Accounting Transfers Financial Assets Amendment Fasb
Shareholder Proposals Nominations
Shifts Institutional Asset Allocations Recent Less Emerging Markets
Signature
Signatures
Significant Accounting Policies Discussed Consolidated Financial Statements Included
Significant Operating Leverage
Some Questions Regarding Global Analyst Research Settlement Mostly
Specific Types Corporate Pensions Government University Endowments Size
Standard Poors Mutual Fund Data Business
Statement Purpose
Steve Kaplan
Still Plan Raise Premium Membership Fees Jan Counteract
Stock Analysts Year-over-year Face Gars Ending 2009 What
Stock Appreciation Rights
Stock Option Exercises Other Factors Create Volatility Cash
Stock Option Fair Value
Stock Ownership Requirements
Stock Split
Stock-based Compensation
Stock-based Compensation Expense
Stock-based Compensation Plans
Subject Fines Penalties Other Sanctions Result Investigations New
Submission Matters Vote Security Holders
Submit Proxy Even Plan Attend Annual Meeting
Subsequent Event
Subsequent Events
Sufficient Pipeline New Consulting Business Potentially Replace Lost
Summarize Tenfores Business Model Management Changing
Summary Significant Accounting Policies
Suspension 401 Matching Contributions
Table Contents
Talk Bit Whats Driving Growth Advisor Workstation Generally
Talk Impact Translation Bottom Line Understand Top Was
Talk Little Lower Bonus Accrual Quarter-is Function Revenue
Talk Much Revenue Generated Institutional Equity Research Product
Talk Revenue Mix Asset Management Segment Youve Said
Talk Specific Reference Investment Consulting Business After Relatively
Tao Huang
Tax Deductibility Certain Compensation Excess
Tax Fees
Tax Loss Carryforward Effective Rate
Tax Rate Benefited Credits Previous Anticipate Similar Benefit
Tax Rate Seems Gotten Consistent Late Run-rate Range
Technology Platforms Investment
Tell Hemscott Business Performing Versus Expectations Plans
Tell Q108 Was Favorable Impact State Tax Law
Tenfore Systems Limited
Tenfores Customers
Term Sars Sar Determined Committee Sole Discretion Not
Termination Service Other Changes Status
Termination Service Unless Applicable Award Agreement Provides Otherwise
Terms Advisor Workstation Revenue What Percentage Content-driven User-driven
Terms Expense Save Initiatives What Saves Captured Run
Think Enough Expense Flexibility Revenue Growth Slows Still
Thoughts Deploying Cash Balance Sheet
Tim Armour Managing Director Retire Morningstar
Timing Earnings Releases
Timing Form Payment
Timing Renewals Institutional Contracts
Typical Client Size Business Large Mutual Fund Bank
Understanding
United Kingdom
United States
United States Department Labor
Unless Until Restricted Stock Unit Vested Share Underlying
Unresolved Staff Comments
Update Flows Most Notably Morningstar Associates Fund-of-funds Intech
Valuation Metrics Acquisitions
Variable Annuity Research Data Service
Variable Annuity Research Data Service Vards
View Recent Development Huron Consulting Kindly Comment Accounting
Vote
Vote Internet
Vote Person
Votes Entitled Per Share
Votes Required Elect Directors Adopt Proposals
Voting Rights Restriction Period Participants Holding Shares Restricted
Walk-in Renewal New Revenue
Way Think Much Farther Operating Margins Expand Here
West Wacker Drive Chicago Illinois 60606
What Anticipate Tax Rate Half 2008 2009 Ask
What Approvals Required Before Transaction Finalized Morningstars Shareholders
What Assets Etfs Linked Morningstar Indices
What Average Contract Length Consumer Premium Subscriptions Obvious
What Been Performance Investment Counseling Business Way Individual
What Been Rate Growth New Clients Since Ibbotson
What Driver Online Advertising Revenues
What Effect Abstain Voting Matter Broker Withholds Vote
What Fee Ranges Charge Investment Consulting Segment Well
What Financial Terms Deal
What Hemscotts Data Collection Facility India Mean Longer
What Incremental Cost Credit-rating Effort Sense Revenue
What Institutional Clients-given Problems Several Large Brokerages Reasonable
What Morningstar Acquiring
What Morns Long Term Targets
What Net Flows Like Particularly Ibbotson Way Give
What Number Primary Exchange Listings Etfs Linked Morningstar
What Operating Profit Global Settlement Business Wont Directly
What Opportunity Licensed Data Business Globally
What Outlook Headcount Research Analyst Ranks Basically Been
What Percentage Assets Growth Ytd Been Market Related
What Percentage Revenue Comes Fund Firms Whose Funds
What Percentage Revenue Define Recurring Shifted Over Past
What Percentage Total Revenues Equity Index Business
What Portion Investment Consulting Earnings Come Ibbotson Seems
What Purpose Sizable Data Operation India Serve
What Relevant Valuation Metrics Various Acquisitions Review Paid
What See General Impact Slowing Economy Specifically Investment
What Services Provide Large Organizations Such Fidelity Metlife
What Share Market Today Ago Measure Size Overall
What Shareholder Record
What Shareholders Vote Annual Meeting
What Size Morningstars Equity Database Include Hemscotts
What Tax Rate Going Forward
What Tax Rate Using 2009-2013
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