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Morningstar, Inc. Commentaries

Thoughts From Capital Link 2014

May 2, 2014
Click here to access Thoughts From Capital Link 2014

Last Thursday, several members of Morningstar attended the 13th annual Capital Link conference for closed-end funds and exchange-traded funds. The conference was widely attended by analysts, portfolio managers, and product specialists. Some key topics included sector-specific trends in areas like energy investing and emerging markets, as well as product-level issues such as how to raise capital for CEFs and master limited partnerships. Morningstar's Steve Pikelny moderated the CEF industry round table panel discussion.

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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 individuals, financial advisors, and institutions.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries.