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  • Morningstar Timeline
    1984
    Joe Mansueto establishes Morningstar in his Chicago apartment
    1985
    Morningstar Rating™ for mutual funds debut
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    1986
    Morningstar® Mutual Funds™ launches
    1991
    CD-ROM-based Principia® software for advisers launches
    Paul Rand designs a new logo for Morningstar
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    1992
    Morningstar creates the nine-square Morningstar Style Box™
    Morningstar® FundInvestor™ newsletter debuts
    Revenue exceeds $10 million
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    1994
    I.D. (International Design) Magazine names Morningstar® Mutual Funds™ binder best package of the year
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    1996
    Morningstar category system for mutual funds debuts
    1997
    Morningstar.com® launches
    1998
    Tokyo-based Softbank and Morningstar establish a joint venture in Japan
    Morningstar® StockInvestor™ newsletter debuts
    1999
    Morningstar offices open in Australia and New Zealand
    Softbank acquires 20% stake in Morningstar
    Morningstar expands operations into Canada
    Revenue exceeds $50 million
    2000
    Morningstar launches online retirement advice service
    Morningstar Europe, Morningstar Asia, and Morningstar Korea open
    Morningstar Japan completes initial public offering on NASDAQ-Japan
    2001
    Morningstar Direct™ (formerly Morningstar®  DataLab®) debuts
    Morningstar® Adviser Workstation™ launches
    Morningstar® Managed Portfolios™ launches
    Morningstar Rating for stocks debuts
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    2002
    Morningstar® Indexes debuts
    Morningstar.com surpasses 100,000 Premium Members
    Revenue exceeds $100 million
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    2003
    Morningstar managed retirement accounts launch
    Style Box "Ownership Zones" debut
    Morningstar Rating for separate accounts debuts
    Morningstar acquires mPower
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    2004
    Morningstar begins creating a hedge fund database
    Morningstar® Adviser Workstation™ Office Edition launches
    Morningstar begins providing independent equity research under Global Analyst Research Settlement
    Stewardship Grade™ for funds debuts
    2005
    Morningstar completes auction-style initial public offering
    Morningstar acquires Finetre's VARDS unit
    Morningstar introduces Morningstar Rating for load-waived A shares of mutual funds
    Revenue exceeds $200 million
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    2006
    Morningstar completes acquisition of Ibbotson Associates, a privately held firm that specialised in asset allocation services
    Morningstar Rating for exchange-traded funds debuts
    Morningstar acquires Aspect Huntley in Australia, a privately held firm with a well-developed Australian equity database, newsletters, and investment magazines
    Morningstar acquires InvestorForce’s hedge fund and separate account databases
    Morningstar introduces new investor return data
    Revenue exceeds $300 million
    2007
    Morningstar acquires the fund data business from Standard & Poor's
    Morningstar UK begins providing research and qualitative analysis of UK open-ended investment companies and unit trusts
    Ibbotson Associates receives patent based on the concept of human capital
    Revenue exceeds $400 million
    2008
    Morningstar acquires Hemscott businesses from Ipreo Holdings LLC
    Star ratings and indexes for hedge funds debuts
    Morningstar acquires Financial Computer Support, Inc., provider of dbCAMS+ adviser practice management software
    Morningstar acquires UK-based Fundamental Data Limited, a leading provider of closed-end fund data
    Morningstar acquires 10-K Wizard, a leading provider of real-time SEC EDGAR filing research and alert services
    Morningstar acquires UK-based Tenfore Systems Limited, a global provider of real-time market data and financial data workstations
    Morningstar acquires InvestData (Proprietary) Limited, a leading provider of fund information in South Africa
    Revenue exceeds $500 million
    Morningstar launches qualitative research and ratings for European and Asian mutual funds
    2009
    Morningstar acquires global financial filings database of Global Reports LLC
    Morningstar acquires equity research and data business of C.P.M.S. Computerized Portfolio Management Services, Inc.
    Morningstar acquires Andex Associates, Inc.
    Morningstar acquires Intech Pty Ltd, a leading provider of multi-manager and investment portfolio solutions
    Morningstar becomes majority owner in Morningstar Korea Co., Ltd.
    Morningstar acquires minority equity stake in PitchBook Data
    Morningstar acquires Logical Information Machines, Inc.
    Morningstar begins publishing corporate credit ratings
    2010
    Morningstar invests in Bundle, a social media company dedicated to helping people make smarter spending and saving choices
    Morningstar acquires Footnoted.org website and Footnoted Pro service of Financial Fineprint, Inc.
    Morningstar acquires Sydney-based Aegis Equities Research, a leading provider of independent equity research
    Morningstar acquires London-based Old Broad Street Research Ltd., a premier provider of fund research, ratings, and investment consulting in the United Kingdom
    Morningstar acquires Realpoint, LLC, a Nationally Recognized Statistical Ratings Organization (NRSRO) that specialises in structured finance
    Morningstar acquires Seeds Group, a leading provider of investment consulting services and fund research in France
    Morningstar acquires remaining ownership interest in Morningstar Danmark
    Morningstar acquires annuity intelligence business of Advanced Sales and Marketing Corp. (ASMC)
    Morningstar opens an office in Mexico
    2011
    FORTUNE Magazine names Morningstar to its "100 Best Companies to Work For" list
    Morningstar launches new ETF data points for total cost analysis and ETF managed portfolios database
    Morningstar launches RMBS ratings and surveillance analytics
    Morningstar launches Morningstar Analyst Rating™ for funds and Global Fund Report
    Morningstar acquires 20% ownership stake in YCharts, a stock research tools and analysis firm
    2012
    Morningstar invests in HelloWallet
    Morningstar opens an office in Dubai
    Morningstar begins publishing municipal bond research
    Morningstar divests footnoted, Australian financial services trade publishing, and Investor Relations Services businesses
    2013
    Morningstar acquires remaining ownership interest in Morningstar Sweden
    Morningstar expands equity coverage with the introduction of quantitative ratings and reports
    Morningstar introduces the next generation of Morningstar® Retirement Manager™
    Morningstar launches managed portfolios service in the U.K.
    2014
    Morningstar acquires ByAllAccounts, Inc. and HelloWallet Holdings, Inc.
    Morningstar launches Manager Research Services for institutional investors
    Revenue exceeds $700 million
    2015
    Morningstar launches Morningstar for Advisors iPad app
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