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 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 17 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 $170 billion in assets under advisement and management as of Sept. 30, 2015. read more
Daniel E. Needham CFA ā President of Investment Management and Chief Investment Officer of Investment Management at Morningstar
Executive Bio
Mr. Daniel E. Needham, CFA serves as the President of Investment Management since February 2, 2015 and Chief Investment Officer of Investment Management since February 2015 at Morningstar, Inc. Mr. Needham served as Global Chief Investment Officer of Morningstar Investment Management Europe Ltd. since May 08, 2013. Mr. Needham served as a Managing Director and Chief Investment Officer of Australia at the Ibbotson Associates Australia Limited. Mr. Needham joined the firm in 2002 and has held a number of roles including Investment Consultant, Portfolio Manager, Head of Multi-Strategy and General Manager of Investments. He has been the Global Chief Investment Officer at Morningstar Investment Services, Inc. since May 8, 2013. He served as Chief Investment Officer at Morningstar Investment Group at Morningstar Inc. Mr. Needham served as a Managing Director and Chief Investment Officer of Asia-Pacific Operations at Morningstar Investment Services, Inc., where he led the firm's research, asset allocation and portfolio management capabilities. He joined the Morningstar Investment Services in 2009 when it acquired Intech Pty Ltd, where Mr. Needham served as the Chief Investment Officer and Managing Director. He served as Chief Investment Officer at Intech Pty Ltd. since 2002 and served as its Managing Director. He was responsible for the performance of all Intech trusts and portfolios, the management of the Investments team and the led portfolio manager for all of the Intech diversified trusts .Before joining the firm in 2002, he was an Analyst at Zurich Financial Services Australia Limited. Mr. Needham holds the Chartered Financial Analyst (CFA) designation. He holds a Bachelor's Degree in Commerce with a major in Finance and Economics from the University of Sydney.
Key Executives
Name
Title
Salary
Total Comp Total Compensation includes both short-term and long-term benefits, option grants, salary, bonuses, company perks, etc. that can be used to determine financial benefits. An executive may or may not realize all of the Total Co mpensation during their tenure at the Company. Values of the benefits may change over time.
President of Investment Management and Chief Investment Officer of Investment Management
$300k
$1.09M
Executive Team Culture Ratings from Morningstar Employees
TOP
40%
Morningstar's Executive Team scores in the Top 40%
of similar sized companies on Comparably
of similar sized companies on Comparably
Morningstar's Executive Team at a Glance
Based on 74 ratings, Morningstar's employees are satisfied with their Executive Team and give them a āB-ā or 69/100. On average, Women provided higher ratings for their Executive Team compared to Men.
Morningstar's Executive Team ranks in the Top 5% of other companies in Greenville, SC and Top 40% of other companies on Comparably that also have 1,001-5,000 Employees.
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