Morningstar Announces Agenda for Annual Institutional Conference, Feb. 21-22

For best results when printing this announcement, please click on the link
below:

http://pdf.reuters.com/pdfnews/pdfnews.asp?i=43059c3bf0e37541&u=urn:newsml:reuters.com:20130109:nPnCG39537

Marvin Zonis, professor emeritus, Booth School of Business, University of
Chicago to Present
CHICAGO, Jan. 9, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a
leading provider of independent investment research, today announced the agenda
for the Morningstar Ibbotson Conference taking place Feb. 21-22 at the
Westin Diplomat Resort & Spa in Hollywood, Fla. The conference, Morningstar's
premier event for institutional clients, will feature thought leaders from
academic institutions, the financial services industry, and Morningstar. They
will discuss the changing investment landscape and some of the latest
advancements in investing and financial planning with a focus on delivering
better financial outcomes.

Marvin Zonis, professor emeritus, Booth School of Business, University of
Chicago, will discuss the rules for successful global investing. Businesses that
seek success through globalization need to make better "country bets," and Zonis
will describe the 15 principles for estimating a country's political stability
and economic growth.

Other general session speakers include:

* Roger Ibbotson, Ph.D., founder of Ibbotson Associates, professor of finance at
Yale School of Management, and partner at Zebra Capital Management, who will
examine which stock characteristics-size, style, volatility, liquidity,
etc.-have the greatest effect on returns over the long run;
* Kevin Kliesen, business economist and research officer for the Federal Reserve
Bank of St. Louis, who will provide his economic outlook for 2013, and;
* Rodney Sullivan, head of publications for the CFA Institute, who will discuss
active quantitative portfolio management in today's turbulent markets.

Additional academic and industry experts as well as thought leaders from
Morningstar will present a series of breakout sessions, a number of which will
feature new research. Topics include:

* Dynamic asset allocation-Evaluating the effectiveness of various strategies,
such as macro, momentum, liquidity, and correlation;
* Gamma-Quantifying the amount of extra income investors can achieve by making
better financial planning decisions;
* Myth of the dumb fund investor-Do individual investors pay a premium for
active funds when they'd be better off buying passive investments?;
* Valuation-driven active asset allocation-Where to allocate assets when
valuations are not attractive;
* Evaluating target-date funds-How to judge risk and quantify return;
* Best practices for combining active and passive exposures; and
* Liability-relative investing for the individual investor.

"These are pivotal times. The United States is struggling to bridge the
political divide to create a blueprint for economic recovery, while Europe has
enacted austerity measures and bailouts and waits to see if they are enough to
get the Eurozone back on track. The slow recovering housing market could breathe
some much-needed life into the markets or it could sputter out and further
shatter investor confidence," Thomas Idzorek, president of Morningstar's
Investment Management division, said. "For two days, we'll bring some of the
leading minds in the financial service sector to help answer these questions and
more, as well as share new ideas and techniques for investing in this uncertain
market."

For more information or to register for the conference, please visit
http://advisor.morningstar.com/products/conference/ibbotson2013_home.asp or
call 877-525-3257. Attendance is $1,095 per person, and early registration is
available for $995 until Jan. 18, 2013. Attendees may earn continuing
education credits from the CFP® Board (CFP license) and the National
Association of State Boards of Accountancy (NASBA).

Full-time members of the news media may attend the conference at no cost, but
must register in advance by contacting Alexa Auerbach at 312-696-6481 or
alexa.auerbach@morningstar.com.

About Ibbotson Associates, Inc. and Morningstar, Inc.
Ibbotson Associates is a registered investment advisor and wholly owned
subsidiary of Morningstar, Inc. It is part of the Morningstar Investment
Management division, which creates custom investment solutions that combine
award-winning research and global resources with proprietary Morningstar data.
With approximately $195 billion* in assets under advisement and management, the
Morningstar Investment Management division provides comprehensive retirement,
investment advisory, and portfolio management services for financial
institutions, plan sponsors, and advisors around the world.

Morningstar, Inc. is a leading provider of independent investment research in
North America, Europe, Australia, and Asia. The company offers an extensive
line of products and services for individuals, financial advisors, and
institutions. Morningstar provides data on more than 385,000 investment
offerings, including stocks, mutual funds, and similar vehicles, along with
real-time global market data on more than 8 million equities, indexes, futures,
options, commodities, and precious metals, in addition to foreign exchange and
Treasury markets. The company has operations in 27 countries.

*Data as of Sept. 30, 2012. Includes Morningstar Associates, Ibbotson
Associates, Morningstar Investment Services, OBSR Advisory Services, and
Ibbotson Australia.

©2013 Morningstar, Inc. All rights reserved.

MORN-C

Media Contact:
Alexa Auerbach, 312-696-6481 or alexa.auerbach@morningstar.com

SOURCE Morningstar, Inc.