CASE STUDY Morningstar Inc. The Customer Morningstar offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. It provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real- time global market data on more than 13 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 and had approximately $170 billion in assets under advisement or management as of Dec. 31, 2014. It has operations in 27 countries. The Challenge According to Andrew Watts, Mo

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