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Case
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Reference no. 9-298-140
Published by: Harvard Business Publishing
Originally published in: 1998
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

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

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