Our team of regional and internal representatives are happy to assist. Contact us to learn more. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, as part of a discretionary investment advisory service or as model portfolios to third-party advisory programs on a discretionary or non-discretionary basis. Morningstar Managed Portfolios offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment adviser or investment adviser representative. It is important to note that investments in securities e.
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End-of-year data December 31, will not be available for these products. I am grateful for the opportunity to contribute. According to Morningstar, the Classic Yearbook will continue to…. The Classic Yearbook may not be as familiar to valuation practitioners, who generally purchase the familiar aqua-blue Valuation Yearbook. The Classic Yearbook does not provide extensive valuation data or methodology. The loss of these subdeciles will likely be important to practitioners who value smaller firms.
Table 1 summarizes the valuation data and products that are being discontinued by Morningstar. The industry tear sheets were excellent resources for industry-level cost of capital information for use in valuation reports. Like the SBBI Valuation Yearbook, this publication and its online companion application are designed to assist valuation practitioners in estimating the cost of equity capital for subject companies of any size including very small companies using both the Build-Up Method and the CAPM.
The additional offerings will be timed to provide users of SBBI valuation data with a source of data to complete year-end valuations without interruption. Previously, Mr.
Morningstar Discontinues SBBI Valuation Yearbook
Ibbotson® SBBI® Classic Yearbook
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