Morningstar Catalog 2010/2011 - (Page 41)

+ 1 866 374 – 8800 global.morningstar.com 41 Morningstar Indexes All major asset classes from one trusted source. ® 3 3 3 Broad suite of indexes covering all major asset classes Constructed for pure exposure to each asset type Ideal for benchmarking and building distinct investment products For firms creating new investment products, Morningstar offers indexes that span all major asset classes, plus Asset Allocation Indexes for developing and evaluating target-date and target-risk investments. Built on transparent, rules-based methodologies and original research, our index families deliver precise exposure to stocks, bonds, and commodities. All nine index families are constructed based on the same underlying principles, allowing the indexes to act as seamless, discrete guidelines for building holistic portfolios. Asset managers license our indexes as the foundation for investments such as exchangetraded funds, positioning their portfolios to capitalize on market trends. Institutional investors, investment consultants, and pension plan administrators use them for benchmarking, analyzing performance, allocating assets, and monitoring the markets. New indexes offer exposure to alternative asset classes through liquid futures contracts trading on exchanges. While the Morningstar® Diversified Futures Index tracks exchange-listed futures contracts in commodities, currencies, and equities, the Morningstar® Diversified Commodity Exposure Index covers a combination of exchange-listed commodity and commodity currency futures. SM SM The Complete Morningstar Index Family Equity Indexes Style Family Sixteen indexes tracking the U.S. market and 16 indexes tracking the European market by capitalization and investment style using a rules-based, 10-factor methodology Sector Family Fifteen indexes tracking the U.S. market using a three-tiered classification system that groups companies engaged in similar business lines Dividend Family The Morningstar® Dividend Composite IndexSM of dividend-paying stocks and the Morningstar® Dividend Leaders IndexSM covering the 100 highest-yielding stocks in the Dividend Composite Index Global Equity Family Three indexes composed of securities from 46 countries, including a broad market index of non-U.S. equities, a developed market index, and an emerging market index Active Equity Family Analyst-driven indexes including the Morningstar® StockInvestor Core IndexSM and the Morningstar® Wide Moat Focus Index,SM which tracks 20 stocks with a wide Morningstar® Economic MoatTM Rating Bond Indexes Bond Index Family Thirty-six indexes tracking the U.S. and global bond markets by sector and term structure Commodity Indexes Global Commodity Family Eleven indexes including five that employ strategic combinations of long futures, short futures, and cash, plus four sector indexes that employ long futures, and two that offer exposure to exchange-listed futures contracts Asset Allocation Indexes Lifetime Allocation Series Family Thirteen indexes available in three risk profiles: aggressive, moderate, and conservative Representing the Tortoise and Hare portfolios featured in the Morningstar ® StockInvestor newsletter (see p. 79), the Morningstar® StockInvestor Core Index tracks these portfolios’ underlying holdings of high-quality companies trading at a discount. SM SM Target-Risk Series Family Five indexes representing equity market risk levels ranging from aggressive to conservative Sign up for regular market commentaries global.morningstar.com/Indexes http://global.morningstar.com http://global.morningstar.com/Indexes

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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