Morningstar Catalog 2010/2011 - (Page 13)

RBC Global Asset Management (U.S.) Inc. Positions Institutional Strategies with Morningstar Direct Presentation Studio communication builder. Users can create tailored presentations, fact sheets, and reports in minutes with the most up-to-date Morningstar data and their company’s branding. SM ent here Streamline internal processes. RBC Global Asset Management (U.S.) Inc. once considered Morningstar a market leader in the retail investment world, but not in the institutional space. A free trial of Morningstar Direct changed that. Not only did their experience shift perceptions, it also helped streamline the group’s processes. “We’ve eliminated other tools because of the depth of capabilities Morningstar Direct provides,” explains Nicholas Walstrom, who connects the firm’s sales force, marketing team, and portfolio managers in the United States. SM Drop in Charts and Graphs Page 4 of 14 | Calculated: 6/30/2010 | Printed: 7/12/2010 Fidelity Large Cap Core Enhanced Index Relative Weight % Portfolio 1 2 Fidelity Large Cap Core Enhanced Index Attribution Security Selection Effects 1/1/2009 to 6/30/2010 5 9 Morningstar Sector - Attribution Security Selection Effects 4 3 Outperform 10 14 Underperform 8 1.0 Benchmark Morningstar Large Cap TR USD Currency US Dollar 19 6 12 11 13 16 20 8 Unearth new information. Walstrom develops competitive positioning for the custom investment strategies the firm creates for institutional clients. He was inspired to try Morningstar Direct while evaluating a distribution opportunity for the firm’s mutual funds and separate accounts. “After using the software, we realized it gave us information we previously did not have to prepare the sales team for meetings,” recalls Walstrom. 4 7 20 Overweight 17 6 15 5 14 0.5 11 15 10 13 14 12 9 3 4 11 8 3 1 2 7 1 12 4 13 0.0 18 5 2 8 10 14 5 10 9 0.0 6 7 19 -0.5 3 1 -75.0 -60.0 -45.0 -30.0 17 15 9 -1.0 -15.0 2 15.0 30.0 45.0 60.0 75.0 Relative Return % Best Selections 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Morningstar Sector Weight +/- Return +/- Effect Worst Selections 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Morningstar Sector Weight +/- Return +/- Effect Manager and portfolio attribution. Attribution analysis explains manager performance and breaks down the results of tactical asset allocation decisions. CF Industries Holdings, Inc. Shaw Group General Electric Company Celanese Corporation AES Corporation Industrial Materials Industrial Materials Industrial Materials Industrial Materials Utilities Consumer Goods 0.24 0.20 0.17 0.32 0.37 0.23 0.11 -0.11 -0.32 0.51 0.17 0.14 0.26 0.28 54.48 37.10 94.69 42.44 40.84 49.51 10.99 -55.47 -15.79 25.36 60.97 153.74 44.74 31.32 0.18 0.15 0.14 0.13 0.12 0.12 0.12 0.12 0.11 0.11 0.11 0.10 0.10 0.09 0.08 Lexmark International, Inc. Genentech, Inc. Sunoco, Inc. Corning Inc. Hardware Energy 0.18 0.25 0.05 -65.32 14.86 -44.12 -44.70 60.82 76.28 82.35 24.41 18.95 -29.54 -4.79 -55.61 -29.33 -17.18 -8.76 -0.15 -0.14 -0.14 -0.13 -0.10 -0.10 -0.08 -0.08 -0.08 -0.08 -0.08 -0.07 -0.07 -0.07 -0.07 Health Care -0.31 -0.29 -21.61 Huntington Bancshares, Inc. Goldman Sachs Group, Inc. Praxair, Inc. Visa, Inc. CA, Inc. Signature Bank Gannett Co., Inc. L-3 Communications Holdings, Inc. Hewlett-Packard Company McDonald's Corporation Financial Services Financial Services Energy Telecommunications -0.19 -0.11 -0.13 -0.26 -0.47 0.27 0.09 0.04 0.25 0.15 0.45 Coca-Cola Enterprises Inc. Terra Industries, Inc. Citigroup, Inc. Wells Fargo Company Express Scripts Joy Global, Inc. Sprint Nextel Corporation DISH Network Corporation Class A Boston Scientific, Inc. Industrial Materials Financial Services Financial Services Financial Services Health Care Industrial Materials Telecommunications Media Health Care Weatherford International Ltd Host Hotels & Resorts, Inc. Industrial Materials Business Services Software Financial Services Media Hardware Hardware Consumer Services Craft relevant product stories. Morningstar Direct’s timely data and analysis allow Walstrom to quickly deliver well-positioned product stories to the firm’s institutional business development channels. “Not only does the software make my life easier, it makes 16 18 15 life 13 easier117 every team I support. The more I can equip for 6 12 them with good data and good ideas, the better they’re able to serve new and existing clients,” he says. Strengthen sales support. Walstrom cites access to multiple global investment types, competitors’ holdings and returns data, cross-currency capabilities, and rigorous analytics as outstanding features of Morningstar Direct. He also appreciates using one platform with multiple tools for competitive intelligence, industry trend tracking, and performance reporting. “To my knowledge, no other software provides this depth of data or flexibility of reporting,” he says. “After our experience with Morningstar Direct, we now view what Morningstar provides as necessary to support our efforts in the institutional marketplace.” K Nicholas Walstrom is investment product analyst, new product manager at RBC Global Asset Management (U.S.) Inc. Underweight ©2009 All Rights Reserved. Localized language versions. Global businesses can deploy Morningstar Direct in a range of languages with the same functionality and native-language reports.

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Contents
Legg Mason
T. Rowe Price
E*TRADE
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
ING
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs
Morningstar.com®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011

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