Overview
Lobbying Costs
600,000€ - 699,999€
Financial year: Jan 2023 - Dec 2023
Lobbyists (Full time equivalent)
2.15 Fte (11)
Lobbyists with EP accreditation
0
High-level Commission meetings
1
Lobbying Costs over the years
-
Info
Morningstar, Inc
EU Transparency Register
107616791567-84 First registered on 10 Apr 2024
Goals / Remit
Morningstar, Inc. is a leading global provider of independent investment insights. Our core competencies are data, research, and design, and we employ each of these to create products that clearly convey complex investment information. Today, we offer a variety of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. We also apply our investing expertise to managing assets for clients who prefer to employ the expertise of professional portfolio management teams. Since our founding in 1984, we’ve expanded our presence in global markets where investors need an independent view they can trust. For more information, visit morningstar.com/company.
Main EU files targeted
Retail: Retail Investment Strategy, Markets in Financial Instruments Directive II, Packaged Retail and Insurance-based Investment Products Regulation
Index: Benchmarks Regulation
Credit Rating: Credit Rating Agencies Regulation
Sustainability: EU Sustainable Finance Action Plan, ESG Ratings, EU Green Bonds Regulation, EU Taxonomy for Sustainable Activities, Sustainable Finance Disclosure RegulationAddress
Head Office
22 West Washington Street
Chicago 60602
UNITED STATESEU Office
1 Oliver's Yard55-71 City Road
London EC1Y 1HQ
UNITED KINGDOMWebsite
-
People
Total lobbyists declared
11
Employment time Lobbyists 75% 1 50% 1 10% 9 Lobbyists (Full time equivalent)
2.15
Lobbyists with EP accreditation
No lobbyists with EP accreditations
Complementary Information
None declared
Person in charge of EU relations
Data not provided by Register Secretariat due to GDPR
Person with legal responsibility
Data not provided by Register Secretariat due to GDPR
-
Categories
Category
Companies & groups
-
Networking
Affiliation
Association of Superannuation Funds of Australia, Australia Financial Services Council (FSC), Responsible Investment Association Australasia, Australia Women in Super, Vereiningung Osterreichischer Investmentgesellschaften (VOIG), DanSIF, European Independent Equity Research Providers (EuroIRP), Finlands Sustainable Investment Forum (Finsif), Association Francaise De La Gestion Financiere (AFG), Forum Pour L'Investissement Responsible (FrenchSIF), UN Global Compact, UN Principles for Responsible Investing (UN PRI), Emerging Markets Trade Association (EMTA), Financial Information Services Division (FISD), Black Women in Asset Management (BWAM), Women in ETFs, Index Industry Association (IIA), Future of Sustainable Data Alliance (FoSDA), Interfaith Center on Corporate Responsibility (ICCR), International Corporate Governance Network (ICGN), Hong Kong Investment Funds Association (HKIFA), Hong Kong Green Finance Association (HKGFA), Associazione Italiana Private Banking (AIPB), Assogestioni, Forum per la Finanza Sostenible (ItaSIF), Japan Investment Trust Association (JITA), Japan MPT Forum, Japan Corporate Pension Network Council, Japan Investment Advisors Association (JIAA), Japan Pension Fund Association, Korea Financial Industry Association (KOFIA), Verenigung van Beleggers voor Duurzame Ontwikkeling (VBDO), Financial Services Council of New Zealand, Norsk Forum for Ansvarlige Og Baerekraftige Investeringer (Norsif), Investment Management Association Singapore (IMAS), Singapore Fintech Association, Inverco, Spainsif, Swedens Sustainable Investment Forum (Swesif), openfunds, Swiss Sustainable Finance (SSF), The Association of Corporate Treasurers (ACT), Open Savings, Investments & Pensions - The Investing and Saving Alliance (OSIP), Diversity Project IM CIC, The Investment Association Services, Association of Investment Companies (AIC), UKSIF, Personal Investment Management and Financial Advice Association (PIMFA), Financial Data and Technology Association (FDATA), National Society of Compliance Professionals Inc (NSCP), Commercial Real Estate Finance Council US (CRE Finance Council), Education Finance Council (EFC), Fixed Income Analyst Society, Inc (FIASI), International Society of Transport Aircraft Trading (ISTAT), Mortgage Bankers Association, PACENation, Software & Information Industry Association (SIIA), Structured Finance Association, Investment Adviser Association (IAA), Money Management Institute (MMI), Building a Sustainable Investment Community (BASIC), Council of Institutional Investors (CII), US SIF Foundation, American Society of Pension Professionals and Actuaries (ASPPA), Defined Contribution Institutional Investment Association (DCIIA), Employee Benefits Research Institute (EBRI), Institutional Investor DC Institute, National Association of Government Defined Contributions Administrators (NAGDCA), National Association of Plan Advisors (NAPA), SPARK Institute, Women's Institute for a Secure Retirement (WISER)
Member organisations
None declared
-
Financial Data
Interests represented
Promotes their own interests or the collective interests of their members
Closed financial year
Jan 2023 - Dec 2023
Lobbying costs for closed financial year
600,000€ - 699,999€
Major contributions in closed year
None declared
Intermediaries for closed year
Name Amount tietmeyer, wolgast & partner berlin politikberatung partg 50,000€ - 99,999€ Intermediaries for current year
Name tietmeyer, wolgast & partner berlin politikberatung partg Closed year Costs
600,000€ - 699,999€
Other financial info
None declared
-
EU Structures
Groups (European Commission)
None declared
Groups (European Parliament)
N/A
Communication activities
None declared
Other activities
None declared
Meetings
Meetings
1 meetings found. Download meetings
The list below covers meetings with Commissioners/Cabinet members/Directors-general (high-level) Commission meetings published December 2014 to December 2024, and the meetings of Commissioners/Cabinet members/Directors-general and officials holding "management functions" in the Commission published since 1 January 2025. Other lobby meetings with lower-level staff may well have taken place, but the Commission doesn't proactively publish information about these meetings. All information below comes from the Commission and not from the registrant.
1 July 2024: We have noted that some meetings are appearing in duplicate, ie. some meetings seem to be listed twice. This seems to be because the Commission changes some element of a meeting data after the meeting has first been listed, which causes LobbyFacts to register it as a new meeting. We are investigating further.
-
Date 21 Jan 2025 Location videoconference Subject Benchmark Regulation DG Financial Stability, Financial Services and Capital Markets Union Attending - Tatyana Panova (Head of Unit)
Other Lobbyists