Morningstar Catalog 2010/2011 - (Page 40) 40 Data and Indexes Morningstar Alternative Investment Center Customizable screening of 11,000+ active hedge funds. ® SM A portal into one of the largest hedge fund databases, the Morningstar® Alternative Investment Center offers tools to screen and select suitable funds. Institutional investors, investment consultants, accredited investors, and hedge fund managers subscribe to this web-based application to tap into Morningstar data for more than 11,000 active and 9,000 dead hedge funds. To help estimate returns, data for major funds now includes performance estimates for funds held by funds of funds that SM don’t voluntarily report to databases. Two new metrics help investors identify risk, including four Operational Risk Flags and a Transparency Score to indicate which managers submit information. A new, easy-to-use interface includes functionality such as dynamic searches. Sign up for a free trial global.morningstar.com/ AlternativeInvestmentCenter Tools for Analyzing Hedge Funds Morningstar Traded Fund Center Quantitative analysis of global closed-end and exchange-traded funds. ® SM Morningstar® Traded Fund Center offers access to tools for analyzing some of the most extensive global closed-end and exchangetraded fund data available. Representing nearly 100% of the world’s ETFs and the entire U.S. and U.K. closed-end markets, this online data resource delivers intraday net asset value (NAV) estimates every 15 minutes. Soon, Traded Fund Center will also incorporate qualitative analyst research reports for closed-end funds. SM Institutional investors, asset managers, and brokers can set custom screens based on 2,000+ data points, compare peers with proprietary peer group indexes, and create tailored reports. Full portfolio holdings help identify exposure to an underlying holding, by fund or across a portfolio. See sample reports global.morningstar.com/TradedFundCenter Net Asset Value Estimates Updated Every 15 Minutes Morningstar Pension and Endowment Center Screening and analysis of institutional plans. ® SM The Morningstar® Pension and Endowment Center links data for nearly 6,000 defined benefit and defined contribution plans with detailed quantitative and qualitative information on approximately 8,000 institutional investments. This web-based application brings transparency to the largest public, corporate, and Taft-Hartley pensions and endowments, plus their underlying investments. It offers access to operational and financial data, including portfolio lineups for nearly 500 defined contribution plans. We also cover SM master trusts for U.S. public pensions. Investment consultants and plan administrators use the application to evaluate plans and research institutional investments. Asset managers use the application to develop new business. Plan administrators can also screen for suitable vendors from a list of 2,900 service providers. Sign up for a free trial global.morningstar.com/ PensionEndowmentCenter Insight into the Largest Pensions and Endowments http://global.morningstar.com/alternativeinvestmentcenter http://global.morningstar.com/alternativeinvestmentcenter http://global.morningstar.com/TradedFundCenter http://global.morningstar.com/pensionendowmentcenter http://global.morningstar.com/pensionendowmentcenter 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. 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