CHICAGO, March 24 /PRNewswire-FirstCall/ -- Morningstar,
Inc. (Nasdaq: MORN), a leading provider of independent investment
research, has launched the Morningstar® Document Library(SM), an
online repository of documents covering investment products, such
as open-end, closed-end, money market, and exchange-traded funds,
as well as unit investment trusts, variable annuity subaccounts,
and stocks. Brokerage firms and retirement plan providers can link
to the library or seamlessly integrate it into their advisor and
investor platforms, software, tools, and websites to deliver
important documents to clients that meet pre- and post-sale
regulatory requirements. The Principal Financial Group has just
integrated the library into its advisor and investor websites to
provide accurate and timely global investment documentation.
"We selected Morningstar because it offers an automated,
streamlined process for us to add and change documents within the
library. This puts critical, decision-making information into the
hands of advisors, retirement plan sponsors, and individual
investors more quickly and easily through the online experience,"
said Jeff Vorwerk, assistant
director of investment services for the Principal Financial
Group.
The Morningstar Document Library includes a comprehensive
collection of the latest EDGAR filings accessible within 24 hours
of submission to the Securities and Exchange Commission (SEC).
Institutions can subscribe to the online library through an annual
enterprise license. Available documents include:
- Annual reports
- Equity proxies
- Factsheets
- Form Adv I & II
- Insider activity
- Key announcements
- Prospectuses
- Registrant statements
- Semi-annual reports
- Significant ownership
- Simplified Prospectus
- Statements of additional information
- Summary Prospectus
- Supplements
"By combining 25 years of data collection experience with
automated technology, we can help institutions meet regulatory
requirements and deliver vital investment information to advisors
and individual investors, in an easy, timely, and cost-effective
manner," said Liz Kirscher,
president of data services for Morningstar.
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
individuals, financial advisors, and institutions. Morningstar
provides data on approximately 350,000 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 20 countries and minority ownership positions in
companies based in two other countries.
©2010 Morningstar Inc. All rights reserved.
MORN-C
Media Contact:
|
|
Alexa Auerbach,
312-696-6481 or alexa.auerbach@morningstar.com
|
|
|
SOURCE Morningstar, Inc.