Morningstar Catalog 2010/2011 - (Page 33)
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Morningstar Investment Services Managed portfolios for financial advisors and their clients.
3 Proactive portfolio management built
on objective research
Fund Portfolios: Target specific return objectives while managing risk
Co n tra S Ra hort ng Sh e or t-R an ge M idRa ng e
Morningstar Investment Services works with financial advisors to offer Morningstar® Managed Portfolios to individual investors. More than 1,700 advisors use this diversified lineup of mutual fund, exchange-traded fund, and stock portfolios.
Mutual fund offerings have been expanded to include the Global Allocation portfolio, a core holding designed to help investors increase their diversification outside of the United States. The portfolio provides exposure to a globally diversified range of equity, fixed-income, and alternative mutual funds, using a tactical approach that takes advantage of market opportunities as they arise. The Strategist Series of stock portfolios now offers the new U.S. Wide Moat Focus Select Stock Basket. This equity portfolio follows a “best ideas” approach, investing exclusively in undervalued stocks with significant competitive advantages. This strategy cuts across sectors and market caps to unearth attractive—and rare—opportunities for investors, minimizing long-term risk while positioning clients for sustained returns. Advisors can customize this portfolio to meet an investor’s objectives. Morningstar Investment Services offers a range of custody options for maximum flexibility. The program is supported by a dedicated service staff, marketing resources, and a website featuring proposal generation tools, client performance reporting, and timely commentaries on market trends.
Learn about our portfolios global.morningstar.com/MIS
The information above is for illustrative purposes only. In no way should it be construed as a guarantee as to a portfolio’s performance or that the placement of the portfolios within the diagrams is accurate or will occur.
Stock Portfolios: Choose from 11 distinct strategies that simplify the investment process
Custom Series Strategist Series
Flexible portfolios offer customized market exposure to include certain industries, sectors, or individual stocks.
Based on proven Morningstar, Inc. research, these popular customizable strategies are centered around value, growth, and income investing.
ETF Portfolios: Provide instant, cost-effective diversification with tax benefits
Energy Health Care
Corporate Bonds “Core and Explore” Approach A selection of “core” positions provides low-cost exposure to broad asset classes, while “explore” positions add value by including narrower market segments that appear undervalued.
Morningstar Investment Services, Inc. is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. Portfolios offered by Morningstar Investment Services are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative. Number of advisors using Morningstar Managed Portfolios as of September 6, 2010.
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3 New fund and stock strategies available
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
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