Morningstar Advisor - October/November 2013 - (Page 47)

©2013 Morningstar, Inc. All rights reserved. The Morningstar name and logo are registered marks of Morningstar. Marks used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries. Connecting the Science and Art of Indexing. Morningstar Indexes ® The Science of Pure Market Exposure methods for benchmarking target-date to analyze performance, or to make Morningstar Indexes are built on funds, to a family of commodity indexes asset allocation decisions. Our indexes help principles outlined in modern portfolio serving investors seeking a passive clients create products drawn from a theory to formulate the scientific alternative to active managers. We access trusted, independent source, that provide framework for developing indexes that a wide array of investment research— positive investor experiences. give investors beta exposure. We quantitative, qualitative, and portfolio con- offer transparent, rules-based method- struction or asset allocation—from various For more information, call: 11 312 384-3735 ologies that provide pure exposure groups within Morningstar to harness or visit: indexes.morningstar.com to equity, bond and commodity markets. market anomalies, empowering us to offer superior portfolio solutions. The Art of Research-Driven Indexing Morningstar’s award-winning research Applications for the Real World teams inspire our solutions—from asset Institutions license Morningstar Indexes as allocation indexes that provide new the basis for distinct investment products, http://indexes.morningstar.com

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2013

Morningstar Advisor - October/November 2013
Contents
Contributors
Letter From the Editor
How to Make Social Media Work for You
Do Mutual Funds Still Have a Role?
More Personal Than Finance
How to Handle Your TIPS Positions
A Real Estate Veteran Starts From Scratch
Investments á la Carte
Investment Briefs
When to Say No
Take a Guarded Approach to Homebuilders
Fund Distribution Has Been Turned on Its Head. Now What?
Winning the Distribution Battle
Active ETFs Wait for Their Heyday
A Fund Firm Defies Indexing Trend
Piloting New Channels
A Good Fit
The Predictive Power of Fair Value Estimates
Does Being Prudent Pay Off?
Utilizing Utilities’ Total Return
Stuck in the Middle Is Not a Bad Place to Be
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Good Guys Win

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