Mark Identification

IBBOTSON

Serial Number

75305964

Filing Date

Jun 10, 1997

Registration Date

Apr 20, 1999

Trademark by

MORNINGSTAR INVESTMENT MANAGEMENT LLC

Active Trademark

Classification Information

providing financial consulting services to finance professionals, namely, strategic asset allocation design, risk assessment and portfolio construction; corporate derivatives/risk management program evaluation and structuring; pension plan review and analysis; evaluation analysis and cost of capital analysis, investment policy derivative and performance litigation support

Insurance and Financial