Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Version: 20 February 2007
Length: 25 pages
Data source: Field research
Abstract
Morningstar, Inc, a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund marketplace, and licensing Morningstar's performance ratings to fund complexes. This case provides a setting in which to discuss the US mutual fund industry, with particular focus on mutual fund performance measurement and the information needs of consumers of mutual funds.
Location:
Industry:
Size:
USD50 million revenues, 100 employees
Other setting(s):
1998
Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Version: 20 February 2007
Length: 16 pages
Data source: Generalised experience
About
Abstract
Morningstar, Inc, a publisher of information for mutual fund investors, is considering alternative strategies for broadening its subscriber base and increasing its revenues. Potential strategies include tailoring information for the defined contribution pension fund marketplace, and licensing Morningstar's performance ratings to fund complexes. This case provides a setting in which to discuss the US mutual fund industry, with particular focus on mutual fund performance measurement and the information needs of consumers of mutual funds.
Settings
Location:
Industry:
Size:
USD50 million revenues, 100 employees
Other setting(s):
1998
Related
Subject category:
Finance, Accounting and Control
Published by:
Harvard Business Publishing
Version: 20 February 2007
Length: 16 pages
Data source: Generalised experience