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

Event-Driven

On April 4 the U.S. Department of Treasury proposed a new framework designed to block tax inversion deals.This change also brings into question the Johnson Controls-Tyco merger announced in January.In a Tyco S-4 filing on April 5 the companies state they are reviewing the Treasury Department's proposal but will not make any statements regarding the possible impact of the proposal until the review is completed...Analyst: David Whiston

On April 4 the U.S. Department of Treasury proposed a new framework designed to block tax inversion deals.This change also brings into question the Johnson Controls-Tyco merger announced in January.In a Tyco S-4 filing on April 5 the companies state they are reviewing the Treasury Department's proposal but will not make any statements regarding the possible impact of the proposal until the review is completed...Analyst: David Whiston

We Think the Johnson Controls-Tyco Merger Will Meet the New Tax Inversion Proposal

Tyco International

We Think the Johnson Controls-Tyco Merger Will Meet the New Tax Inversion Proposal