Christine Benz

Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Morningstar Investment Services, Inc. (MIS) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2000 and is a wholly owned subsidiary of Morningstar Investment Management LLC, ultimately held by Morningstar, Inc. (NASDAQ: MORN). MIS offers various investment advisory services that focus on their core capacities in asset allocation, investment selection, and portfolio construction to retail investors and to institutional clients.

DBRS, Inc. provides credit reporting agency services. The company is headquartered in New York, NY.

DBRS Ltd. operates as credit ratings agency. The firm provides tools that helps the investors in making investment decisions. It offers web subscriptions, DBRS Viewpoint, DBRS Product Manual, and RatingsNow. The company was founded by Walter Schroeder in 1976 and is headquartered in Toronto, Canada.

PitchBook Data, Inc. provides data, news, and analysis to the private equity industries. The firm?s products include pitchbook desktop, pitchbook mobile, excel plugin, direct Data, CRM integration, chrome extension, institutional research group and product releases. It also offers solutions like private market Intel, fundraising, deal sourcing, due diligence, business development, networking and deal execution. The company was founded by John R. Gabbert in 2007 and is headquartered in Seattle, WA.

Gibson & Associates, Inc. is a woman-owned business that provides construction services. Its services include construction, general contracting and construction management. The company was founded in 1985 and is located in Mesquite, TX

Ibbotson Pty Ltd. provides asset management services. The company is headquartered in Sydney, Australia.

Morningstar Investment Management Europe Ltd. (MIME) is the Great Britain-based asset management subsidiary of Morningstar Investment Management LLC, which is owned by Morningstar, Inc. (NASDAQ: MORN) in the US. Headquartered in London, MIME was founded in 2006 and provides discretionary investment management and advisory services to individual and institutional clients.

Morningstar Investment Management Australia Ltd. (Morningstar Australia) is the wholly-owned, Australian multi-management subsidiary of Ibbotson Pty Ltd., ultimately held by Morningstar, Inc. (NASDAQ: MORN) in the US. The firm was founded in 1977 by Roger Ibbotson as Intech. They were acquired by Morningstar and were renamed Ibbotson Associates Australia Ltd. in 2010. In 2016, the firm changed their name to Morningstar Investment Management Australia Ltd. Headquartered in Barangaroo, Morningstar Australia provides investment management and consulting services to institutions, advisers and individual investors.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Morningstar Funds Trust operates as an open-end management investment company. The company is headquartered in Chicago, IL.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Part of Marsh & McLennan Cos., Inc., CS Stars LLC develops risk, claims and compliance solutions. The company is based in Chicago, IL. Michael Scunziano has been the CEO of the company since 2012.

Walgreen Co. engages in the provision of pharmacy, health, and wellness solutions. Its services include pharmacy, front end, health care services, and consumer services. The company was founded by Charles R. Walgreen, Sr. in 1901 and is headquartered in Deerfield, IL.

Morningstar Research, Inc. Canada is Canada's leading investment fund research firm. They were formed in 1999 as the result of the acquisition of Portfolio Analytics and BellCharts Inc. by Chicago-based Morningstar Inc., the global investment firm in the US. They market the two most popular mutual fund software products, PALTrak and BellCharts and operate the Morningstar.ca web site. In addition, Morningstar Canada provides analysis and consulting services for investment management, fund performance evaluation and pension plan governance. They are located in Toronto.

TransUnion Intermediate Holdings, Inc. engages in the provision of information and risk management solutions. It specializes in solutions in gathering, analyzing, and delivering critical credit reports. The firm's products and services include portfolio management, acquisition and retention, fraud and identity management, income and debt analysis, small business lending, and risk-based pricing solutions. The company was founded in 1968 and is headquartered in Chicago, IL.

Northwestern Memorial Hospital provides healthcare services. The firm offers acute and tertiary inpatient care, ambulatory care, wellness and prevention programs. The company was founded in 1972 and is headquartered in Chicago, IL.

Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles.

Chicago Fire Soccer LLC operates as a soccer club. The firm provides an engaging soccer experience for the city of Chicago and its supporters. The company was founded on October 8, 1997 and is headquartered in Bridgeview, IL.

MMA Financial, Inc. provides multifamily housing financial services. It also provides debt and equity financing solutions, investment opportunities, and funding solutions. The company is headquartered in Baltimore, MD.

Compute Software, Inc. develops application software solution. Its platform offers cloud usability to data science, engineering, infrastructure, development operations, information technology, and finance industry. The company was founded by Caroline Tsay, Mark Erickson, Dave Dixon, and Kenny Williams in 2017 and is headquartered in Mountain View, CA.

Rocaton Investment Advisors LLC (Rocaton) is a registered investment advisor headquartered in Norwalk, Connecticut. The firm was founded in 2002 and was acquired in 2019 by GSAM Holdings LLC, which is ultimately owned by Goldman Sachs Group, Inc. (NYSE: GS). Rocaton provides investment advisory and retirement plan consulting services, on a discretionary or nondiscretionary basis to corporate, nonprofit, public, healthcare, insurance and wealth management organizations and high net worth individuals.

Moody's Deutschland GmbH is the Germany-based investment research subsidiary of Moody’s Corp. (NYSE: MCO) in the US. Headquartered in Frankfurt, the firm was founded in 1991 and provides credit ratings, research, risk analyzes and default data to German-speaking clients including banks, insurance companies, asset managers and industrial companies in Germany, Austria and Switzerland.

Venminder, Inc. provides compliance documentation solutions. Its services include vetting package, document collection, SOC analysis, infosec review and vendor monitoring. The company was founded by C. Michael Bowers, Kelli R. Schultz and Dana A. Bowers in 2003 and is headquartered in Elizabethtown, KY.

Part of Morningstar, Inc., DBRS Ratings Ltd. is a British company that provides credit rating services. The company is based in London, UK. DBRS Ratings was founded in 2010.