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MORN 资讯
MORN 事件
Morningstar Q2 Revenue $663.2M Beats Estimates
Reports Q2 revenue $663.2M, two estimates $649.71M. "We are continuing to deliver profitable growth with meaningful increases in operating and free cash flows," said Kunal Kapoor, Morningstar's CEO. "Morningstar is accelerating an ambitious strategy, unlocking speed to insights by building agentic workflows and tools atop our data, research, and intellectual property. We're enabling broader access to this content through new and expanded collaborations with leading model and enterprise technology providers."
Morningstar Completes Rebranding of CRSP Indexes
Morningstar announced the completion of the rebrand of the CRSP Market Indexes to the Morningstar Market Indexes, marking an important milestone in the company's strategy to expand its global indexes business to help better serve global investors. "We are excited to bring the highly respected CRSP Market Indexes, now with the added power of the Morningstar brand, to investors worldwide," said Amelia Furr, president of Morningstar Indexes. "These benchmarks help play an important role in the investment ecosystem and being part of Morningstar creates new opportunities to expand their reach. As demand grows for transparent, investor-focused and scalable benchmark solutions, we believe we are uniquely positioned to serve a broader set of client needs across asset management, wealth management, and capital markets and expand to serve new client use cases such as derivatives."
Lumonic Launches Model Context Protocol Server
Lumonic announced the general availability of its Model Context Protocol, MCP, server for all customers. The server connects Claude, ChatGPT, and any MCP-enabled assistant a firm has approved to its Lumonic workspace. This connection enables users to query Lumonic portfolio data directly from their preferred workspace, including which companies have not submitted financials or which borrowers are approaching a covenant breach. Together with PitchBook's Premium Connector, clients of both PitchBook, subsidiary of Morgningstar, and Lumonic can easily access private market data alongside their own portfolio data, all from a single workspace or AI prompt.
PitchBook Launches New Copilot Connector with Microsoft
PitchBook announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot - including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite. Through this collaboration, enterprise teams can access and apply PitchBook data within Microsoft 365 Copilot, combining AI-powered productivity tools with trusted market intelligence. Licensed users of both Microsoft 365 Copilot and PitchBook can now engage directly with the PitchBook Copilot agent using natural language to surface insights, build models, summarize research, and create presentations-all within Microsoft 365 applications. Within Copilot in Excel, the same connector extends this capability directly into the workbook, allowing finance teams to build target lists, run diligence workflows, and screen investments with PitchBook's institutional-grade private capital market intelligence - company profiles, deal histories, fund data, and analyst research - grounding every answer in a traceable, trusted source.
Morningstar Partners with Houlihan Lokey to Develop CLO Valuation Indexes
Morningstar (MORN) announced a strategic collaboration with Houlihan Lokey (HLI) to develop a new suite of daily valuation indexes to help investors measure and invest in collateralized loan obligations. "Through this new initiative, Morningstar Indexes will work with Houlihan Lokey's Portfolio Valuation and Fund Advisory Services team to develop the Morningstar Houlihan CLO Indexes. The index series will combine Morningstar's design and governance with Houlihan Lokey's valuation framework and credit market expertise to address the growing need for reliable benchmarks in the rapidly expanding CLO market," the company stated.
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