2020 Financial Performance
Key Products/Solutions Drive Outsized Growth for the Firm (Cont.)
We expect these solutions to provide a greater contribution to growth over the long-run.
Investment Management
MORNINGSTAR Managed Portfolios
Workplace Solutions
MORNINGSTAR Retirement Manager
MORNINGSTAR DBRS
Clients served
Independent Financial
Advisors
Retirement Plan
Providers, and RIAs
Corporates, Financial
Institutions, and Sovereign
Entities
9
Source: Morningstar.
1 Morningstar Credit Ratings and DBRS combined to form DBRS Morningstar on July 2, 2019.
Investment Management Revenue ($mil)
111.2
2018
Morningstar Workplace Solutions Revenue ($mil)
75.3
2018
DBRS Morningstar Revenue ($mil)
118.3
2020
84.5
2020
DBRS Morningstar¹
207.3
Morningstar Credit Ratings
36.3
2018
2020
MORNINGSTAR®View entire presentation