Morningstar Inc., Chicago, formed the Morningstar Institutional Services Group to serve the institutional and corporate marketplace.
The new group will provide customized mutual fund analysis, reporting and communications. Also offered will be fund company board reports for 15(c) compliance, investment monitoring for style and expenses, custom research and editorial, reprints of Morningstar articles from the firm's individual and professional market products, custom benchmarking and peer grouping, and a variety of services for the 401(k) market.
