Morningstar, Inc. Enhances Morningstar® Workstation with Integrated Fund Performance Chart Module

Morningstar announced key enhancements to Morningstar® Workstation, its comprehensive desktop platform for the calculation, benchmarking, and presentation of fund performance information.

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Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced key enhancements to Morningstar® Workstation, its comprehensive desktop platform for the calculation, benchmarking, and presentation of fund performance information.
Morningstar® Workstation provides investment professionals with global fund performance data and charting capabilities using more than 85 calculation options, 85 currencies, and 15,000 indexes. The enhancements enable presentation-ready fund performance charts that can be quickly and simply embedded into presentations, with the added and optional benefit of embedding underlying data that updates automatically each time the document is opened. 

Enhancements also include the delivery of daily pricing updates across the entire data set included within the Morningstar Workstation platform; easy and immediate fund history drill-down features; and a market share module that shows shifts in funds’ assets under management.

“The enhanced charting capabilities are all about usability, efficiency, and more timely underlying data,” said Linda Gu, director of global institutional software for Morningstar. “Investment analysts, fund managers, and marketing professionals will be able to more quickly and accurately create charts that plot, compare, and communicate investment performance. We are confident that users will benefit from this enhanced capability and the time it saves.”  
Morningstar® Workstation is a proprietary research tool licensed for use in Europe and Asia to institutions within the fund management, investment research, and financial advisory sectors. For more information, please visit .

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for approximately 6.5 million individual investors, 260,000 financial advisors, and 3,300 institutional clients. Morningstar provides data on more than 300,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 19 countries and minority ownership positions in companies based in three other countries.  The company has more than 200 analysts around the world and provides independent research and analysis on more than 2,000 funds and exchange-traded funds as well as 2,000 stocks.

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