1. ©2015 Morningstar, Inc. All rights reserved. Fani Koutsovitis, Sales Director Money Smart Forum, June 28 Our Commitment to Financial Literacy

2. 2 Our Mission Our mission is to create great products that help investors reach their financial goals. Investors First Great Products Great People Uncompromising Ethics Entrepreneurial Spirit Financial Success

3. 3 The Morningstar Story

4. 4 Evaluate investment possibilities Stay on track / Maintain progress Monitor / Understand market situation Make buy / sell investment decisions Draw down an investment portfolio Adjust investing plan / allocation Monitor / Understand investment performance Identify investment choices Research investment possibilities Set investment allocation Define / Redefine investing plan Gain / Stay current on investing knowledge Investme nt Portfolio Helping Further Investment Decisions at any Life Stage

5. 5 How We Help Individuals “Get the Job Done” Trusted, unbiased brand Largest independent analyst staff in the world Proven underlying Methodology

6. 6 How We Help Individuals “Get the Job Done” Trusted, unbiased brand Largest independent analyst staff in the world Proven underlying Methodology Tools, Content, Analyst Reports, Ratings, Portfolio Insights Independent Investment Research & Proprietary data

7. 7 How We Help Individuals “Get the Job Done” To help investors reach their financial goals Trusted, unbiased brand Largest independent analyst staff in the world Proven underlying Methodology Tools, Content, Analyst Reports, Ratings, Portfolio Insights Independent Investment Research & Proprietary data

8. Investment Classroom How We Help Individuals Make Better Investment Decisions 8

9. Editorial Content 9 How We Help Individuals Make Better Investment Decisions

10. Financial Literacy Webinars 10 How We Help Individuals Make Better Investment Decisions

11. 11 Stop by and see us at Booth #2615.