Morningstar, a privately owned company headquartered in the US, was founded in 1984 and operates with approximately 11,750 employees, specializing in financial services. The company provides independent investment insights across North America, Europe, Australia, and Asia. It offers products and services to individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets.
Morningstar Inc. reported strong latest results on May 2, with revenues reaching US$645 million, exceeding analyst expectations, and statutory earnings per share outperforming predictions by 15%. Previously, on May 1, a Morningstar risk director moved to JANA. Earlier the same day, a US Leveraged Loan Index Monthly Wrap was released, capturing dynamics of primary and secondary leveraged loan markets and providing detailed analysis of Morningstar LSTA US Leveraged Loan Index returns and pricing trends. This followed a new report from Morningstar Retirement, titled "Access Auto-Enrollment and Accumulation: A Simulation of Universal Retirement Plan Coverage," which coincided with President Donald Trump's executive order seeking to expand access to retirement savings accounts.
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