Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 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, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

China Insurance / Thematic (Sector/Industry)

<p>Year-on-year growth in first-year premium sold in January was negative for listed Chinese insurers, given the implementation of document 134 which prohibited providing cash survival benefits within the first five years and the use of universal or unit-linked products as a supplement to an underlying insurance policy. Given such an impact, we saw increasing divergence among major insurers depending on their product offerings. Driven by strong growth in renewable premiums, January premium growth…</p>

Year-on-year growth in first-year premium sold in January was negative for listed Chinese insurers, given the implementation of document 134 which prohibited providing cash survival benefits within the first five years and the use of universal or unit-linked products as a supplement to an underlying insurance policy. Given such an impact, we saw increasing divergence among major insurers depending on their product offerings. Driven by strong growth in renewable premiums, January premium growth…

January Life Insurance Sales Were Negatively Impacted by Document 134