Morningstar Equity Style Box Update & Impact on Users

Morningstar announced upcoming enhancements to its Equity Style Box. As a client who utilizes the Equity Style Box, we invite you to a live one-hour webinar where our Data Director will outline the updates to our Morningstar Equity Style Box and how it will provide you, and investors, more frequent, improved data that is in line with economic expectations. Join Paul Justice, Data Director, Global Fund Data, and Luke Niederpruem, Data Content Specialist, Fund Data Methodology for a live, one-hour webinar in anticipation of the upcoming Morningstar Equity Style Box enhancements. This webinar will include: • An overview of the updates we’re making to the methodology for the Morningstar Equity Style Box • Our analysis of the impact of this methodology change • Time to answer questions