Morningstar Catalog 2010/2011 - (Page 15)
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CPMS Equity Market Service and CPMS Backtest Service Quantitative equity strategy development.
CPMS provides research and software powered by accurate, timely stock data back to 1985 for Canada and 1993 for the United States. CPMS Equity Market Service helps institutional investors and brokers construct multi-factor investment strategies based on disciplined buy/sell rules. The software features multi-variable screening and ranking of fundamental data and earnings estimates for more than 2,000 companies, now supported by qualitative Morningstar stock research.
Institutional investors use CPMS Backtest Service to test and verify investment strategies by creating what-if scenarios of how these strategies might perform under various market and economic conditions. This software allows clients to include up to 25 years of adjusted historical data in their tests.
View CPMS data and products global.morningstar.com/CPMS Multi-Factor Strategies in Equity Market Service
Morningstar Workstation Global fund performance measurement.
Powered by our global fund data, Morningstar® Workstation delivers fast, accurate performance statistics and peer group analysis to compliance and marketing teams at asset management firms. Well suited to European and Asian markets, the desktop software accommodates 85 currencies and 15,000+ indexes. Regular enhancements, such as a quick fund finder that now acts as a gateway to all functionality, help generate rapid results. A new Add-In
for Microsoft® Excel® allows clients to export any data directly into a spreadsheet. Clients receive full support from our training team—whether it’s setting up charts and reports or analyzing their business flow to improve efficiency.
Watch product tutorials global.morningstar.com/UK/Workstation New Charts for Displaying Performance
Morningstar Annuity Research Center Variable annuity competitive intelligence.
Morningstar® Annuity Research Center offers access to the most timely, accurate, and comprehensive variable annuity product and market data. More than 15 years of product- and company-level variable annuity sales and asset data helps track trends, analyze competitors, develop products, and inform hedging strategies. Insurance companies, asset managers, and actuarial firms use this web-based software to explore all aspects of insurance products— such as performance, distribution, and 10+ years
of death and living benefit rider data. Recent data enhancements include the number of products sold or in-force, and variable insurance trust vs. subadvised subaccount identifiers. New report customization options allow users to generate streamlined reports displaying only relevant rider information.
See additional product details global.morningstar.com/AnnuityResearchCenter
10+ Years of Historical Contract Data and SEC Filings
Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011
Morningstar Catalog 2010/2011
T. Rowe Price
RBC Global Asset Management (U.S.) Inc.
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Annuity Research CenterSM
Alpari (UK) Ltd
Morningstar® Fund Research
Morningstar® Equity Research
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Equity Licensed Data
Morningstar® Document Research
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
Labrum Capital Advisors, LLC
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
Customer and Employee Incentive Programs
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books
Morningstar Catalog 2010/2011