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January 2008
Release Notes |
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Recap of Previous
Announcements |
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Morningstar
News |
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Release Notes |
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Licensed Data Release Schedule: Data Feeds and
Morningstar� Essentials |
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Licensed Data Release Schedule |
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U.S. Year-End Production Schedule |
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Morningstar will be using the following schedule for year-end. Please refer to your license agreement, product help section, or account team to determine when 2007 year-end data will be available in your subscription. |
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| Business Day |
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Date |
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Description |
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| Business Day 1 |
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Wednesday, Jan. 2 |
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Morningstar Production |
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| Business Day 2 |
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Thursday, Jan. 3 |
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Morningstar Production |
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| Business Day 3 |
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Friday, Jan. 4 |
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Year-end data available in Direct |
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| Business Day 4 |
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Monday, Jan. 7 |
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Licensed Data packages begin delivery |
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Recap of Previous Announcements |
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Variable Annuity Underlying Fund Morningstar Rating Change |
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Morningstar is changing our ratings for variable annuity underlying funds to compare with open-end mutual funds, effective Jan 31, 2008. In order to support this enhancement, the following changes will occur: Open-end funds that can be used in variable annuity subaccounts will be designated "available to insurance products" and any duplicate funds in the VA universe will be removed. These designated funds will be included in both the U.S. VA and U.S. open-end universes. Category averages for both U.S. VA underlying and U.S. open-end will include these funds. Please contact your account team for details. |
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Morningstar News |
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Morningstar, Inc. to Acquire Hemscott Businesses from Ipreo Holdings LLC |
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Morningstar, Inc. and Ipreo Holdings LLC, a leading global provider of capital markets and investor relations solutions, have entered into a definitive agreement for Morningstar to acquire the Hemscott data, media, and investor relations Web site businesses from Ipreo for $51.6 million in cash, subject to working capital adjustments. The companies expect to complete the transaction in early January, subject to customary closing conditions.
Press Release |
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Save the Date—2008 Ibbotson� Asset Allocation Conference |
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The annual Ibbotson Asset Allocation Conference will be held March 13-14, 2008, in Orlando, Florida. Watch this space for more information. |
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Morningstar at Industry Shows |
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| Morningstar will exhibit at the following conferences. We hope to see you there. |
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Global Alternative Investment Management (GAIM) USA Jan. 22-24 Boca Raton, FL |
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American Society for Professional Pension Actuaries (ASPPA) 401(k) Sales Summit Feb. 10-12 Orlando, FL |
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Fourth Annual Conference on Managing Retirement Income Feb. 11-13 Miami, FL |
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National Investment Company Service Association (NICSA) 26th Annual Conference and Expo Feb. 17-20 Miami, FL |
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National Association of Variable Annuities (NAVA) Marketing Conference Feb. 24-27 LaQuinta, CA |
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Data Questions |
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Contact your account team or our data quality department:
U.S.
E-mail: dataquestions@morningstar.com
Phone: +1 312-696-6600
Fax: +1 312-696-6019
Mailing address:
Data Questions
Morningstar, Inc.
225 West Wacker Drive
Chicago, Illinois 60606
USA
Europe
E-mail: dataquestions.uk@morningstar.com
Phone: +44 20 3107 0070
Fax: +44 20 3107 0001
Mailing address:
Data Question
Morningstar Europe
1 Oliver's Yard,
55-71 City Road, London EC1Y 1HQ
United Kingdom |
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�2006 Morningstar. All rights reserved. |
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