MORNINGSTAR INVESTMENT SERVICES,INC

Asset Manager

Founded in Hidden

  1. dHidden
  2. gHidden
  3. oHidden
  1. Headcount: Hidden
  2. Assets Under Management: Hidden

Headquarters

Point of Contact

Donald Scott Schilling

Chief Compliance Officer and Financial and Operations Principal, Morningstar Investment Services, Inc. To contact Morningstar Investment Services, Inc., please visit . Company data is provided by Capital IQ. Please use this form to report any data issues.

Read More >
Bloomberg
October 17, 2015
Report

Report inappropriate or irrelevant content

BNY Mellon's Pershing Enhances its Retirement Plan Network with the Addition of Third-Party Model Providers

The model providers added to the platform include 3D Asset Management, Efficient Market Advisors, Morningstar Investment Services, Inc. and Wilshire Associates Incorporated. The new model provider additions provide a diverse menu of goals-based and target ...

Read More >
networking.itbusinessnet.com
September 22, 2015
Report

Report inappropriate or irrelevant content

BNY Mellon's Pershing enhances its retirement plan network

The model providers added to the platform include 3D Asset Management, Efficient Market Advisors, Morningstar Investment Services, Inc. and Wilshire Associates Incorporated. The new model provider additions provide a diverse menu of goals-based and target ...

Read More >
Financial News
September 23, 2015
Report

Report inappropriate or irrelevant content

Morningstar (MORN) Enters Agreement to Acquire Rebalancing Platform Total Rebalance Expert

Morningstar (NASDAQ: MORN) has entered into a definitive agreement to acquire Total Rebalance Expert (tRx), an automated, tax-efficient investment portfolio rebalancing platform for financial advisors, from FNA, LLC. Morningstar expects to complete the ...

Read More >
StreetInsider
October 8, 2015
Report

Report inappropriate or irrelevant content

Coal stocks on a roller-coaster ride they can't get off

a Chicago-based analyst for Morningstar Investment Services Inc. A few factors behind the most recent stock swings: • They're trying to restructure their debt: Servicing high debt loads from bad bets placed in 2011, when coal was much more expensive ...

Read More >
St. Louis Post-Dispatch
September 2, 2015
Report

Report inappropriate or irrelevant content

Why TJX (TJX) Stock Continues To Advance Today

Learn more. "People are looking for bargains," said Bridget Weishaar, a Chicago-based analyst at Morningstar Investment Services Inc. That's benefiting a company like TJX, which is built around offering name-brand products at clearance prices, she told ...

Read More >
The Street
August 19, 2014
Report

Report inappropriate or irrelevant content

TD Ameritrade's Advisory Affiliate, Amerivest®, Launches First-of-its-Kind Rebate Offer

Brokerage services provided by TD Ameritrade, Inc. TD Ameritrade ... Morningstar Associates may engage the services of its affiliate, Morningstar Investment Services, Inc. (“MIS”), a registered investment advisor and wholly owned subsidiary of ...

Read More >
Market Watch
October 29, 2014
Report

Report inappropriate or irrelevant content

Glencore's Trading `Black Box' Leaves Analysts Split on Future

a Chicago-based analyst with Morningstar Investment Services Inc. “It’s fair to say the marketing segment is a black box,” Wang said, referring to the trading unit. “They disclose the volumes they transact but not what sort of bets they’ve been ...

Read More >
Bloomberg
September 28, 2015
Report

Report inappropriate or irrelevant content

Coal stocks on roller coaster ride they can’t get off

a Chicago-based analyst for Morningstar Investment Services Inc. • They're trying to restructure their debt: Servicing high debt loads from bad bets placed in 2011, when coal was much more expensive, has already forced miners including Walter Energy Inc ...

Read More >
Salt Lake Tribune
September 2, 2015
Report

Report inappropriate or irrelevant content

ETF Managed Portfolios One of ‘Fastest Growing’ Segments: Morningstar

Here are the top 10 firms by assets. (Assets for Morningstar include assets from subsidiaries Morningstar Associates LLC, Ibbotson Associates Inc., and Morningstar Investment Services Inc.) The report found some trends have persisted from January to the ...

Read More >
Think Advisor
September 13, 2012
Report

Report inappropriate or irrelevant content

Coal stocks reach their most volatile level since 2010

a Chicago- based analyst for Morningstar Investment Services Inc. A few factors behind the most recent stock swings: -- They’re trying to restructure their debt: Servicing high debt loads from bad bets placed in 2011, when coal was much more expensive ...

Read More >
Kentucky.com
September 3, 2015
Report

Report inappropriate or irrelevant content

Axa Equitable, Wilshire Associates form fiduciary dynamic duo

Axa joins the likes of New York Life Insurance Co., which this year allowed agents affiliated with its Eagle Strategies LLC registered investment adviser to outsource investment management duties to Morningstar Investment Services Inc. and other managers.

Read More >
Investment News
April 22, 2011
Report

Report inappropriate or irrelevant content

Apple, Other Companies Reap Rewards from Stock Buybacks

The decision by Bed Bath & Beyond to take out loans for a share purchase may have been a defensive move to ward off potential activist investors, according to Jaime Katz, an analyst at Morningstar Investment Services Inc. “If you think about what a ...

Read More >
News Max
August 5, 2014
Report

Report inappropriate or irrelevant content

Axa Equitable, Wilshire Associates form fiduciary dynamic duo

Axa Equitable Life Insurance Co. has paired up with Wilshire Associates Inc. to give small and midsize retirement plans access to fiduciary services. The insurer makes its move as the Labor Department rolls out tougher rules to eliminate conflicts of ...

Read More >
Investment News
April 22, 2011
Report

Report inappropriate or irrelevant content

Chinese Solar Manufacturer Wants To Become Solar Power Plant Developer, Too

That would require investing 25 billion yuan this year. That strategy may be difficult to pull off, Stephen Simko, analyst for Morningstar Investment Services Inc. in Chicago said in an interview. “Their idea of throwing more money in their operations ...

Read More >
Renewable Energy World
May 28, 2014
Report

Report inappropriate or irrelevant content

Morningstar's Flexible Retirement-Income Series

Morningstar Investment Services Inc., a registered investment advisor and subsidiary of Morningstar Inc., has introduced Morningstar Managed Portfolios Retirement Income Series. This managed-account service includes three actively managed portfolios ...

Read More >
Think Advisor
November 30, 2008
Report

Report inappropriate or irrelevant content

Nike Inc. Q2 Earnings Preview: How Russian Ruble Crisis Could Impact Nike, Adidas

But according to Paul Swinand, equity analyst at Morningstar Investment Services Inc. "Adidas’s could be looking at a $100 million profit hit, especially since they rent stores in dollars," Swinand said. “I think the market should like Adidas in the ...

Read More >
International Business Times
December 18, 2014
Report

Report inappropriate or irrelevant content

Morningstar investment services chief exits

Morningstar Inc. said Tuesday that Art Lutschaunig is stepping down as president of the Chicago investment-research firm's Morningstar Investment Services Inc. unit. He will be succeeded by Kunal Kapoor, who was director of business strategy for ...

Read More >
Chicago Tribune
July 10, 2007
Report

Report inappropriate or irrelevant content

Girl Scouts CEO heading largest council in U.S.

Morningstar Inc., Chicago: Kunal Kapoor, 32, to president of Morningstar Investment Services Inc., from director of business strategy for international operations. Northern Trust Corp., Chicago: Peter Cherecwich, 42, to head of institutional strategy and ...

Read More >
Crain's Chicago Business
July 20, 2007
Report

Report inappropriate or irrelevant content

Why Exxon is Running Ads Saying Natural Gas is Safe

The jump in reserves is “certainly a big number,” said Allen Good, an analyst at Morningstar Investment Services Inc. in Chicago who rates Exxon at three stars out of five. “Like the rest of the industry, Exxon is becoming more reliant on gas as ...

Read More >
Daily Kos
May 14, 2011
Report

Report inappropriate or irrelevant content

Nortel Customers Opt to Stick Around After Bankruptcy

said Morningstar Investment Services Inc.'s Grady Burkett. "This is more of a slow bleed, more of a long-term thing," the analyst said in an interview yesterday. "A lack of innovation, a lack of understanding their customers and a lack of marketing is ...

Read More >
Telepresence Options
January 20, 2009
Report

Report inappropriate or irrelevant content

Morningstar expands investment services

Morningstar Investment Services, Inc., (MIS) today introduced a suite of new strategies to Morningstar Managed Portfolios, a fee-based discretionary investment management program offered exclusively through financial advisors. The strategies, which include ...

Read More >
Daily Herald
September 16, 2011
Report

Report inappropriate or irrelevant content

Repsol’s Talisman price makes other oil deals look extravagant

The 47 percent drop in crude prices since June is crimping returns and has probably lowered selling prices for oil- producing land by about a quarter, according to Morningstar Investment Services Inc. The $7.1 billion that Encana Corp. agreed to pay for ...

Read More >
Business News Network
December 23, 2014
Report

Report inappropriate or irrelevant content

Advisor Emporium

More information is available at http://global.morningstar.com /Principia. In addition, Morningstar Investment Services Inc. is launching Morningstar Managed Portfolios Retirement Income Services, which includes three actively managed portfolios aimed at ...

Read More >
Financial Advisor Magazine
November 30, 2008
Report

Report inappropriate or irrelevant content

TD Ameritrade's Advisory Affiliate, Amerivest®, Launches First-of-its-Kind Rebate Offer

In performing its services, Morningstar Associates may engage the services of its affiliate, Morningstar Investment Services, Inc. (“MIS”), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Neither Morningstar Associates ...

Read More >
Reuters
October 29, 2014
Report

Report inappropriate or irrelevant content

Whitacre seeks ‘bigger, bolder' GM stock sale

“I'd almost feel a patriotic responsibility to look at it,” said Jim Porter, founder of Hinsdale, Ill.-based New Century Capital Management LLC. “It's certainly more streamlined and a lot more interesting than it ever has been in the past.

Read More >
Automotive News
June 14, 2010
Report

Report inappropriate or irrelevant content

Info Junkie: Alert analyst

Art Lutschaunig, 47, is president and chief investment officer of Chicago-based Morningstar Investment Services Inc., where he oversees mutual fund selections and asset allocation methodologies, managing $1.25 billion for 8,000 clients. Here's what he ...

Read More >
Crain's Chicago Business
October 7, 2005
Report

Report inappropriate or irrelevant content

Exxon’s Tillerson Needs Record Oil Output to Reach Growth Target

Even with new wells in Iraq and Russia adding to the company’s global production, Tillerson may fall short of the mark, said Allen Good, an oil-industry analyst at Morningstar Investment Services Inc. in Chicago. “I’d be surprised if they hit that ...

Read More >
Bloomberg
October 27, 2011
Report

Report inappropriate or irrelevant content

TD Ameritrade's Advisory Affiliate, Amerivest®, Launches First-of-its-Kind Rebate Offer

Morningstar Investment Services, Inc. (“MIS”), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Neither Morningstar Associates nor MIS is acting in the capacity of advisor to Amerivest’s clients. Asset Allocation ...

Read More >
Yahoo Finance
October 29, 2014
Report

Report inappropriate or irrelevant content

Glencore in Talks to Acquire Rest of Xstrata to Create Mining Titan

‘Rude Health’ “There’s really nothing technically that should be preventing large-scale M&A activity,” Daniel Rohr, an analyst at Morningstar Investment Services Inc. in Chicago, said by telephone yesterday. “Balance sheets across the industry ...

Read More >
News Max
February 2, 2012
Report

Report inappropriate or irrelevant content

Advisor Emporium

Additional information can be found at www.ftse.com. Morningstar Investment Services Inc. is adding three new strategies to its individually customizable stock portfolios: the Tortoise, Hare and Dividend stock baskets. Each is patterned after the ...

Read More >
Financial Advisor Magazine
December 31, 2008
Report

Report inappropriate or irrelevant content

Copper, Aluminum Fall to Six-Year Lows as China Concern Deepens

“The only thing producers can really do in a declining commodity market like this is to cut costs and evaluate whether their capital projects still add value,” David Wang, a Chicago-based analyst with Morningstar Investment Services Inc., said Monday ...

Read More >
Bloomberg
August 22, 2015
Report

Report inappropriate or irrelevant content

MORNINGSTAR INVESTMENT SERVICES, INC.

1:21PM ET - GlobeNewswire Monsanto Drops $46 Billion Bid for Syngenta -- 3rd Update 1:20PM ET - Dow Jones Business News Schlumberger to Buy Cameron International for $12.7 Billion -- 6th Update 1:16PM ET - Dow Jones Business News Reis, Inc. to Ring the ...

Read More >
NASDAQ
June 29, 2015
Report

Report inappropriate or irrelevant content

Kinder Merger Drives $16 Billion Market Boost, More Deals

“The shale plays are creating tremendous opportunities” for pipeline and storage operators, said Kevin McCarthy, managing partner at Kayne Anderson Capital Advisors LP, which owned more than $1.75 billion worth of shares in Kinder Morgan companies ...

Read More >
Bloomberg
August 12, 2014
Report

Report inappropriate or irrelevant content

No news for MORNINGSTAR INVESTMENT SERVICES,INC right now. Check back soon!
Powered by
Loading...
Loading...