Morningstar Launches New Managed Accounts Research Series and Defined Contribution Outcomes Model [Yahoo! Finance]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
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Source: Yahoo! Finance
CHICAGO, January 13, 2026 BUSINESS WIRE )--The Morningstar Center for Retirement & Policy Studies , part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the launch of the 2026 Managed Accounts Research Series and the Defined Contribution Outcomes Model (DCOM)—a new simulation framework designed to evaluate the effectiveness of plan design interventions (including managed accounts) in workplace retirement plans. The research leverages millions of participant records across thousands of plans to evaluate the impact of managed accounts after controlling for plan design and participant behavior. Using DCOM, which integrates predictive equations for savings rates and asset allocations based on real investor behavioral data, the study provides an objective evaluation of managed accounts across the industry. Key findings include: Adopting a managed account could increase the median wealth-to-salary ratio at age 65: +5.9% for
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- Morningstar Launches Generative AI Index [Yahoo! Finance]Yahoo! Finance
- Morningstar Launches First Pure-Play Generative AI IndexBusiness Wire
- Morningstar Appointed by PIMFA as New Sole Index Series ProviderBusiness Wire
- Morningstar Launches New Managed Accounts Research Series and Defined Contribution Outcomes ModelBusiness Wire
- Anne Bramman Elected to Morningstar’s Board of DirectorsBusiness Wire
MORN
Analyst Actions
- 10/30/25 - UBS
MORN
Sec Filings
- 1/7/26 - Form 3
- 1/5/26 - Form 8-K
- 12/30/25 - Form 4
- MORN's page on the SEC website