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   <title>Form  8-K        Morningstar, Inc.         For: Jun 18</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Morningstar%2C+Inc.+++++++++For%3A+Jun+18/26666331.html</link>
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   <pubDate>Thu, 18 Jun 2026 16:19:00 -0400</pubDate>
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   <title>Form  8-K        Morningstar, Inc.         For: Jun 18</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++8-K++++++++Morningstar%2C+Inc.+++++++++For%3A+Jun+18/26666331.html</link>
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   <pubDate>Thu, 18 Jun 2026 16:19:00 -0400</pubDate>
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   <title>Morningstar (MORN) Declares $0.5 Quarterly Dividend; 1.3% Yield</title>
   <link>http://www.streetinsider.com/Dividends/Morningstar+%28MORN%29+Declares+%240.5+Quarterly+Dividend%3B+1.3%25+Yield/26666234.html</link>
   <description>&lt;p&gt;Morningstar (NASDAQ: MORN) declared a quarterly dividend of $0.5 per share, or $2 annualized.&lt;/p&gt;&lt;p&gt;The dividend will be payable on July 31, 2026, to stockholders of record on July 10, 2026, with an ex-dividend date of July 9, 2026.&lt;/p&gt;&lt;p&gt;The annual yield on the dividend is 1.3 percent.&lt;/p&gt;&lt;p&gt;For a dividend history and other dividend-related data on Morningstar (MORN) &lt;a href=&quot;http://www.streetinsider.com/dividend_history.php?q=MORN&quot;&gt;click here&lt;/a&gt;.&lt;/p&gt;</description>
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   <pubDate>Thu, 18 Jun 2026 16:16:02 -0400</pubDate>
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   <title>Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar%2C+Inc.+Declares+Quarterly+Dividend+of+50+Cents+Per+Share/26666196.html</link>
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&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;mailto:investors@morningstar.com&quot; shape=&quot;rect&quot;&gt;investors@morningstar.com&lt;/a&gt; with any questions.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Morningstar, Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and</description>
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   <pubDate>Thu, 18 Jun 2026 16:15:00 -0400</pubDate>
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   <title>Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar%2C+Inc.+Declares+Quarterly+Dividend+of+50+Cents+Per+Share/26666196.html</link>
   <description>
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;mailto:investors@morningstar.com&quot; shape=&quot;rect&quot;&gt;investors@morningstar.com&lt;/a&gt; with any questions.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Morningstar, Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar%2C+Inc.+Declares+Quarterly+Dividend+of+50+Cents+Per+Share/26666196.html</guid>
   <pubDate>Thu, 18 Jun 2026 16:15:00 -0400</pubDate>
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   <title>Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share</title>
   <link>http://www.streetinsider.com/Business+Wire/Morningstar%2C+Inc.+Declares+Quarterly+Dividend+of+50+Cents+Per+Share/26666196.html</link>
   <description>
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;mailto:investors@morningstar.com&quot; shape=&quot;rect&quot;&gt;investors@morningstar.com&lt;/a&gt; with any questions.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Morningstar, Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and</description>
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   <pubDate>Thu, 18 Jun 2026 16:15:00 -0400</pubDate>
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   <title>Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share</title>
   <link>http://www.streetinsider.com/Business+Wire/Morningstar%2C+Inc.+Declares+Quarterly+Dividend+of+50+Cents+Per+Share/26666196.html</link>
   <description>
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;mailto:investors@morningstar.com&quot; shape=&quot;rect&quot;&gt;investors@morningstar.com&lt;/a&gt; with any questions.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Morningstar, Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Morningstar%2C+Inc.+Declares+Quarterly+Dividend+of+50+Cents+Per+Share/26666196.html</guid>
   <pubDate>Thu, 18 Jun 2026 16:15:00 -0400</pubDate>
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   <title>StepStone and PitchBook launch deal-level benchmarking tool</title>
   <link>http://www.streetinsider.com/Corporate+News/StepStone+and+PitchBook+launch+deal-level+benchmarking+tool/26657188.html</link>
   <description>&lt;p&gt;StepStone Group (Nasdaq: STEP) and PitchBook, a subsidiary of Morningstar (Nasdaq: MORN), announced the general availability of SPI Deal Benchmarking, a deal-level benchmarking solution for private markets, on June 17, 2026.&lt;/p&gt;&lt;p&gt;The product, first announced in May 2026, is now accessible to fund managers and service providers through the PitchBook platform as a standalone offering, and to investors through SPI by StepStone.&lt;/p&gt;&lt;p&gt;The solution combines deal-level performance and operating metrics from SPI by StepStone with PitchBook's private capital data, research, and analytics tools. All outputs are aggregated and anonymized to protect fund manager and deal confidentiality.&lt;/p&gt;&lt;p&gt;The product covers private equity buyout, venture</description>
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   <pubDate>Wed, 17 Jun 2026 08:05:55 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STEP</category>
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   <title>StepStone and PitchBook launch deal-level benchmarking tool</title>
   <link>http://www.streetinsider.com/Corporate+News/StepStone+and+PitchBook+launch+deal-level+benchmarking+tool/26657188.html</link>
   <description>&lt;p&gt;StepStone Group (Nasdaq: STEP) and PitchBook, a subsidiary of Morningstar (Nasdaq: MORN), announced the general availability of SPI Deal Benchmarking, a deal-level benchmarking solution for private markets, on June 17, 2026.&lt;/p&gt;&lt;p&gt;The product, first announced in May 2026, is now accessible to fund managers and service providers through the PitchBook platform as a standalone offering, and to investors through SPI by StepStone.&lt;/p&gt;&lt;p&gt;The solution combines deal-level performance and operating metrics from SPI by StepStone with PitchBook's private capital data, research, and analytics tools. All outputs are aggregated and anonymized to protect fund manager and deal confidentiality.&lt;/p&gt;&lt;p&gt;The product covers private equity buyout, venture</description>
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   <pubDate>Wed, 17 Jun 2026 08:05:55 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">MORN</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STEP</category>
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   <title>StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets Intelligence </title>
   <link>http://www.streetinsider.com/Press+Releases/StepStone%C2%A0and%C2%A0PitchBook%C2%A0Launch+Deal-Level+Benchmarking+Solution%2C+Adding%C2%A0StepStone%27s%C2%A0Institutional-Grade+Fund+and+Deal+Performance+Data+to%C2%A0PitchBook%27s%C2%A0Private+Markets+Intelligence%C2%A0/26657171.html</link>
   <description>&lt;p&gt;&lt;em&gt;Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;&lt;em&gt;Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;NEW YORK, June  17, 2026  (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (Nasdaq: MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms’ May 2026 partnership. The solution is now live and</description>
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   <pubDate>Wed, 17 Jun 2026 08:05:00 -0400</pubDate>
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   <title>StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets Intelligence </title>
   <link>http://www.streetinsider.com/Press+Releases/StepStone%C2%A0and%C2%A0PitchBook%C2%A0Launch+Deal-Level+Benchmarking+Solution%2C+Adding%C2%A0StepStone%27s%C2%A0Institutional-Grade+Fund+and+Deal+Performance+Data+to%C2%A0PitchBook%27s%C2%A0Private+Markets+Intelligence%C2%A0/26657171.html</link>
   <description>&lt;p&gt;&lt;em&gt;Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;&lt;em&gt;Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;NEW YORK, June  17, 2026  (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (Nasdaq: MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms’ May 2026 partnership. The solution is now live and</description>
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   <pubDate>Wed, 17 Jun 2026 08:05:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">MORN</category>
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   <title>StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets Intelligence </title>
   <link>http://www.streetinsider.com/Press+Releases/StepStone%C2%A0and%C2%A0PitchBook%C2%A0Launch+Deal-Level+Benchmarking+Solution%2C+Adding%C2%A0StepStone%27s%C2%A0Institutional-Grade+Fund+and+Deal+Performance+Data+to%C2%A0PitchBook%27s%C2%A0Private+Markets+Intelligence%C2%A0/26657171.html</link>
   <description>&lt;p&gt;&lt;em&gt;Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;&lt;em&gt;Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;NEW YORK, June  17, 2026  (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (Nasdaq: MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms’ May 2026 partnership. The solution is now live and</description>
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   <title>StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets Intelligence </title>
   <link>http://www.streetinsider.com/Globe+Newswire/StepStone%C2%A0and%C2%A0PitchBook%C2%A0Launch+Deal-Level+Benchmarking+Solution%2C+Adding%C2%A0StepStone%27s%C2%A0Institutional-Grade+Fund+and+Deal+Performance+Data+to%C2%A0PitchBook%27s%C2%A0Private+Markets+Intelligence%C2%A0/26657171.html</link>
   <description>&lt;p&gt;&lt;em&gt;Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;&lt;em&gt;Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;NEW YORK, June  17, 2026  (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (Nasdaq: MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms’ May 2026 partnership. The solution is now live and</description>
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   <title>StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets Intelligence </title>
   <link>http://www.streetinsider.com/Globe+Newswire/StepStone%C2%A0and%C2%A0PitchBook%C2%A0Launch+Deal-Level+Benchmarking+Solution%2C+Adding%C2%A0StepStone%27s%C2%A0Institutional-Grade+Fund+and+Deal+Performance+Data+to%C2%A0PitchBook%27s%C2%A0Private+Markets+Intelligence%C2%A0/26657171.html</link>
   <description>&lt;p&gt;&lt;em&gt;Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;&lt;em&gt;Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;NEW YORK, June  17, 2026  (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (Nasdaq: MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms’ May 2026 partnership. The solution is now live and</description>
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   <title>StepStone and PitchBook Launch Deal-Level Benchmarking Solution, Adding StepStone's Institutional-Grade Fund and Deal Performance Data to PitchBook's Private Markets Intelligence </title>
   <link>http://www.streetinsider.com/Globe+Newswire/StepStone%C2%A0and%C2%A0PitchBook%C2%A0Launch+Deal-Level+Benchmarking+Solution%2C+Adding%C2%A0StepStone%27s%C2%A0Institutional-Grade+Fund+and+Deal+Performance+Data+to%C2%A0PitchBook%27s%C2%A0Private+Markets+Intelligence%C2%A0/26657171.html</link>
   <description>&lt;p&gt;&lt;em&gt;Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;&lt;em&gt;Gives fund managers, investors, and service providers granular, apples-to-apples benchmarking across private equity buyout, venture capital and growth equity, and infrastructure&lt;/em&gt; &lt;/p&gt;  &lt;p&gt;NEW YORK, June  17, 2026  (GLOBE NEWSWIRE) -- StepStone Group (Nasdaq: STEP), a leading private market investment firm, and PitchBook, a leading private capital markets intelligence provider and Morningstar company (Nasdaq: MORN), today announced the general availability of SPI Deal Benchmarking, the deal-level benchmarking solution first unveiled in the firms’ May 2026 partnership. The solution is now live and</description>
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   <pubDate>Wed, 17 Jun 2026 08:05:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">MORN</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STEP</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STEP</category>
   	  </item>
  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
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   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
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   	  </item>
  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
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  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
   <pubDate>Wed, 17 Jun 2026 07:00:00 -0400</pubDate>
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   	  </item>
  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
   <pubDate>Wed, 17 Jun 2026 07:00:00 -0400</pubDate>
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   	  </item>
  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
   <pubDate>Wed, 17 Jun 2026 07:00:00 -0400</pubDate>
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   	  </item>
  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
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   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
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&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
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  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
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  <item>
   <title>Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios</title>
   <link>http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</link>
   <description>
&lt;p&gt;
&lt;i&gt;Launching later this year, the models are designed to expand access to private markets while addressing implementation challenges through multi-manager selection, transparent pricing, and disciplined portfolio construction&lt;/i&gt;

&lt;/p&gt;
&lt;p&gt;    CHICAGO--(BUSINESS WIRE)--
&lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fwww.morningstar.com%2Fcompany&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar&amp;amp;index=1&amp;amp;md5=b7ff19b3d4ecee786e89c7ba73f81f8b&quot; shape=&quot;rect&quot;&gt;Morningstar&lt;/a&gt; (Nasdaq: MORN) today announced that its &lt;a target=&quot;_blank&quot; rel=&quot;nofollow&quot; href=&quot;https://cts.businesswire.com/ct/CT?id=smartlink&amp;amp;url=https%3A%2F%2Fmp.morningstar.com%2Fen-us&amp;amp;esheet=54554336&amp;amp;newsitemid=20260617145487&amp;amp;lan=en-US&amp;amp;anchor=Morningstar+Wealth&amp;amp;index=2&amp;amp;md5=f8ab9d5e10d875fc44795ce92c916723&quot; shape=&quot;rect&quot;&gt;Morningstar Wealth&lt;/a&gt; division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;Objective Portfolio Construction Meets Institutional Capabilities&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Morningstar Public/Private Select Series will bring together:

&lt;/p&gt;&lt;ul class=&quot;bwlistdisc&quot;&gt;
&lt;li&gt;
Morningstar Wealth’s asset allocation, manager research, and due diligence</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Morningstar+Wealth+Teams+with+Apollo%2C+Franklin+Templeton+and+J.P.+Morgan+Asset+Management+to+Develop+PublicPrivate+Model+Portfolios/26656668.html</guid>
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