Morningstar Advisor Catalog 2008 - (Page 1) Dear Financial Professional, Over the past 20 years, advisors have relied more and more on technology. And Morningstar played a role in that revolution, starting with the first robust mutual fund research software in 1991. But—in the end—we know your business is a highly personal one. It’s built on the trust that each client places in you, and in your ability to easily communicate your ideas to clients and prospects. Clients aren’t necessarily impressed by how advanced your software is, but they do care about the reports and information you share with them—the information you literally place in their hands. That’s why our software programs and client education tools are all designed to maximize the impact of the materials you share. Classic reports like the Morningstar Snapshot Report, the Investment Detail Report, and the Fund vs. Fund Report are all easy for clients to understand, with minimal explanation. They’re an incredibly effective—and efficient—way to make the case for your recommendations. Our 2008 line-up of investment books, software, and presentation and education materials is our strongest yet. All of the classic Ibbotson market charts and images have been revamped for ease of understanding by clients, and the PowerPoint® presentations are relevant for both large-scale presentations and one-on-one client interactions. So please take a look at the full line-up of Morningstar products for advisors—we’re certain there is one (or more) that will help you better serve and support your clients, and grow your business. Sincerely, Chris Boruff President, Morningstar Advisor Business
Table of Contents Feed for the Digital Edition of Morningstar Advisor Catalog 2008 Morningstar Advisor Catalog 2008 Contents Communication Research Software Investment Services Community Morningstar Advisor Catalog 2008 Morningstar Advisor Catalog 2008 - Morningstar Advisor Catalog 2008 (Page Cover1) Morningstar Advisor Catalog 2008 - Contents (Page Cover2) Morningstar Advisor Catalog 2008 - Contents (Page 1) Morningstar Advisor Catalog 2008 - Communication (Page 2) Morningstar Advisor Catalog 2008 - Communication (Page 3) Morningstar Advisor Catalog 2008 - Communication (Page 4) Morningstar Advisor Catalog 2008 - Communication (Page 5) Morningstar Advisor Catalog 2008 - Communication (Page 6) Morningstar Advisor Catalog 2008 - Communication (Page 7) Morningstar Advisor Catalog 2008 - Communication (Page 8) Morningstar Advisor Catalog 2008 - Communication (Page 9) Morningstar Advisor Catalog 2008 - Research (Page 10) Morningstar Advisor Catalog 2008 - Research (Page 11) Morningstar Advisor Catalog 2008 - Research (Page 12) Morningstar Advisor Catalog 2008 - Research (Page 13) Morningstar Advisor Catalog 2008 - Research (Page 14) Morningstar Advisor Catalog 2008 - Research (Page 15) Morningstar Advisor Catalog 2008 - Research (Page 16) Morningstar Advisor Catalog 2008 - Research (Page 17) Morningstar Advisor Catalog 2008 - Software (Page 18) Morningstar Advisor Catalog 2008 - Software (Page 19) Morningstar Advisor Catalog 2008 - Software (Page 20) Morningstar Advisor Catalog 2008 - Software (Page 21) Morningstar Advisor Catalog 2008 - Software (Page 22) Morningstar Advisor Catalog 2008 - Software (Page 23) Morningstar Advisor Catalog 2008 - Software (Page 24) Morningstar Advisor Catalog 2008 - Software (Page 25) Morningstar Advisor Catalog 2008 - Software (Page 26) Morningstar Advisor Catalog 2008 - Software (Page 27) Morningstar Advisor Catalog 2008 - Software (Page 28) Morningstar Advisor Catalog 2008 - Software (Page 29) Morningstar Advisor Catalog 2008 - Software (Page 30) Morningstar Advisor Catalog 2008 - Software (Page 31) Morningstar Advisor Catalog 2008 - Software (Page 32) Morningstar Advisor Catalog 2008 - Software (Page 33) Morningstar Advisor Catalog 2008 - Software (Page 34) Morningstar Advisor Catalog 2008 - Software (Page 35) Morningstar Advisor Catalog 2008 - Software (Page 36) Morningstar Advisor Catalog 2008 - Software (Page 37) Morningstar Advisor Catalog 2008 - Investment Services (Page 38) Morningstar Advisor Catalog 2008 - Investment Services (Page 39) Morningstar Advisor Catalog 2008 - Investment Services (Page 40) Morningstar Advisor Catalog 2008 - Investment Services (Page 41) Morningstar Advisor Catalog 2008 - Community (Page 42) Morningstar Advisor Catalog 2008 - Community (Page 43) Morningstar Advisor Catalog 2008 - Community (Page 44) Morningstar Advisor Catalog 2008 - Community (Page 45) Morningstar Advisor Catalog 2008 - Community (Page 46) Morningstar Advisor Catalog 2008 - Community (Page 47) Morningstar Advisor Catalog 2008 - Community (Page 48) Morningstar Advisor Catalog 2008 - Community (Page Cover3) Morningstar Advisor Catalog 2008 - Community (Page Cover4)
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