Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Equity Bottom-Up

Challenger is a refocused and reinvigorated asset and fund manager, with a business strategy of providing retirement income through its Australian Prudential Regulation Authority regulated niche life business. Challenger is the clear leader in the Australian retail annuity market and is well placed to benefit from strong long-term growth from the ageing population. Strong retail annuity sales growth during recent years was helped by ageing investors seeking stability during a period of equity market volatility, combined with product innovation, effective marketing, and a strong brand. Challenger is now a simpler business model, following major restructuring over the course of several years. The open register, strong balance sheet and attractive long-term industry dynamics also provide corporate appeal. We share CEO Brian Benari's upbeat outlook for the annuities business and the superannuation industry. The outlook remains positive, with strong long-term fundamental support for annuities as the population ages.Analyst: David Ellis

Challenger is a refocused and reinvigorated asset and fund manager, with a business strategy of providing retirement income through its Australian Prudential Regulation Authority regulated niche life business. Challenger is the clear leader in the Australian retail annuity market and is well placed to benefit from strong long-term growth from the ageing population. Strong retail annuity sales growth during recent years was helped by ageing investors seeking stability during a period of equity market volatility, combined with product innovation, effective marketing, and a strong brand. Challenger is now a simpler business model, following major restructuring over the course of several years. The open register, strong balance sheet and attractive long-term industry dynamics also provide corporate appeal. We share CEO Brian Benari's upbeat outlook for the annuities business and the superannuation industry. The outlook remains positive, with strong long-term fundamental support for annuities as the population ages.Analyst: David Ellis

The Compulsory Retirement Savings System Underpins Long-Term Asset Growth but Margins Are Softening.

Australia

Challenger Limited is an investment management firm  The Company offers annuities and other retirement income products as well as manages assets for domestic and international clients.

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Challenger Ltd (CGF AU)

The Compulsory Retirement Savings System Underpins Long-Term Asset Growth but Margins Are Softening.

Challenger is a refocused and reinvigorated asset and fund manager, with a business strategy of providing retirement income through its Australian...

Morningstar, Inc.

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