Morningstar Catalog 2010/2011 - (Page 2)

2 Client Story Asset Management Company Legg Mason Bridges its Global Network with Morningstar As one of the world’s 10 largest asset managers, Legg Mason understands the complexities of today’s diverse financial markets. But serving those markets means supporting more than 500 investment professionals, which comes with complexities of its own. That’s why, as Legg Mason has grown to include 11 specialized investment affiliates over the past 10 years, they’ve worked with Morningstar to help tie the pieces together and bring new investment products to market. “We rely on Morningstar not only for accurate information, but also for consistency across our organization,” says Matt Schiffman, managing director, head of retail – Americas at Legg Mason. “Morningstar’s products are built directly into the framework of what we do to support our affiliates and their clients.” Need for change. Recent shifts in investor attitudes and demographics have required new ways of thinking about investing, says Schiffman, and that has made product development all the more critical. Legg Mason’s affiliates work from investor feedback to pioneer portfolio strategies that address the latest demands, integrating everything from fixed-income investments to funds of hedge funds. One for all. The breadth of data and analytics within Morningstar Direct allows Legg Mason to support its affiliates while using a single institutional research platform. “Morningstar Direct furthers our ability to deliver diverse investment products,” says Schiffman. “We use it for competitive analysis, industry fund flows, analyzing trends—for the full picture SM increase in Morningstar Direct users from 2005 to 2010 14 countries where Morningstar data is used in 2010 33 2007 Legg Mason 2000 2005 Morningstar DirectSM Investment research platform used by marketing and product management groups in the United States, Europe, and Australia for competitive analysis 2006 Morningstar® EnCorr® Asset allocation modeling software Morningstar® Workstation Global fund software for performance measurement and risk assessment Morningstar Morningstar Associates Investment advisory services providing annual fund and board reporting Morningstar® EssentialsTM Marketing and advertising toolkit to license data and images, as well as get ideas for product positioning

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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