Morningstar Advisor Catalog 2008

Morningstar Principia ® ® Modular investment research and planning software. Morningstar Principia combines powerful research and analysis capabilities with investment planning and communication tools. Available as separate databases and specialized modules, this CD/DVD-based software allows advisors to build a system as their needs grow. With Principia, advisors can use a single module to research a specific investment type or combine modules to build and manage multi-asset type portfolios. Monthly or quarterly updates keep the data as timely as desired. Specialized modules complement the database modules to complete focused tasks, such as Hypotheticals for portfolio backtesting and Defined Contribution Plans for building and monitoring retirement plan lineups. And all Principia modules feature carefully-designed reports that are easy to prepare and share with clients. These FINRA-reviewed reports help advisors present at-a-glance portfolio synopses, reinforce recommendations, and explain investment performance. The Latest from Principia The Asset Allocation module allows advisors to analyze existing portfolios, propose new strategies, and present detailed action plans. Based on renowned Ibbotson methodologies, this specialized module integrates with the database modules to help determine the asset mix most likely to achieve the highest return for a given risk level. Monte Carlo simulations help forecast wealth based on each client’s cash flow, tax situation, and time horizon. Advisors have the freedom to pick between holding and returnsbased style analysis, and to create their own model asset allocation portfolios within the program. The newly added VA Suitability Manager, available in the Variable Annuities Advanced module, not only makes it easy to comply with FINRA regulations and perform analysis to support recommendations, it also documents the steps of the due-diligence process. Its task wizard guides advisors through the input of tax details and cost implications of exchanges and new sales. It then generates clear reports that facilitate client communication and document the research behind the recommendations. The Suite The Principia Suite provides a cost-effective research foundation, with seven modules (five investment databases and two specialized modules) on a single DVD for a significant cost savings. The suite includes: 3 Mutual Funds Advanced 3 Stocks Advanced 3 Variable Annuities/Life Advanced 3 Closed-End Funds 3 Separate Accounts 3 Hypotheticals 3 Presentations & Education Call to learn more about purchasing. Subscriptions start at $675. 20 Software

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Morningstar Advisor Catalog 2008 Contents Communication Research Software Investment Services Community

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