Hong Kong,4 August 2015— Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the appointment of Jamie Wickham as Head of Products and Client Solutions, Asia-Pacific.

Wickham will be responsible for Morningstar’s product development and client solutions activities in the Asia-Pacific region. Based in Sydney, Australia, he reports to Kunal Kapoor, Morningstar Head of Global Products and Client Solutions.

“We’re pleased to announce Jamie’s appointment,” Kapoor said. “His extensive experience spearheading the growth of our data and research products makes him a great fit for the role. He’ll drive our efforts to continue building operations and infrastructure for growth and developing processes forintegrating our product management and client solutions activities in the Asia-Pacific region into our global framework.”

Wickham previously served as Head of Global Data and Research Products in London, where he led the company’s managed investment, equity, and market datafeed capabilities, products, and solutions, and before that as Director of Equity Operations in London. He previously served as Chief Operating Officer for Morningstar’s business in Australia and New Zealand, responsible for institutional and adviser products and leading the local data collection team. He holds a Bachelor of Commerce degree from the University of Sydney and the Chartered Financial Analyst® (CFA) designation.

Morningstar has offices in the Asia-Pacific region in Australia, China, Hong Kong, India, Japan, New Zealand, South Korea, Singapore, Taiwan, and Thailand.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisers, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16million 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, with more than US$180.0 billion in assets under advisement and management at 30 June 2015. The company has operations in 27 countries.

Media Contact:

Cecilica Chung, +852 2973-4655, or cecilica.chung@morningstar.com