Morningstar Catalog 2010/2011 - (Page 48)
Morningstar Analyst Research Center Online investment ideas and research for advisors.
Morningstar® Analyst Research Center provides investment insights from more than 125 Morningstar analysts. Available as a module of Morningstar® Advisor Workstation or as a monthly web subscription, the center offers a choice of independent, qualitative research on nearly 2,000 stocks, 1,900+ mutual funds, 600+ debt issuers, 325 exchangetraded funds and exchange-traded notes,
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Morningstar Portfolio Builder Step-by-step system for creating portfolio proposals.
Morningstar® Portfolio Builder brings a consistent proposal process to financial professionals at brokerage firms, banks, insurance providers, and fund companies. Firms deploy this easy-to-use web-based application to help their representatives quickly produce sound client portfolios. A step-by-step process generates proposals based on each client’s current holdings and risk preference, built with FINRA-reviewed investment reports. Firms can tailor nearly every part
of this process, from the risk tolerance questionnaire to the asset allocation models, approved investments, and proposal formats. They can also hire Morningstar Associates (see p. 29) or Ibbotson Associates (see p. 31) to create asset allocation models, risk tolerance questionnaires, model portfolios, or retirement income solutions.
Explore the step-by-step workflow global.morningstar.com/PortfolioBuilder
Customizable Proposal Process
Morningstar Annuity Analyzer Variable annuity screening and analysis.
As variable annuity products grow more complex, Morningstar® Annuity Analyzer makes it easier to select appropriate annuities for clients and explain how they work. Advisors at broker/dealers, insurance company sales desks, and wholesalers use this webbased application to help document their interactions with clients and comply with FINRA requirements. A newly redesigned interface pairs with unmatched performance, rankings, and portfolio data for evaluating product differences. Variable Annuity Expense Analyzer supports product exchanges by tapping
into 10+ years of historical data for products, plus death and living benefits. It also delivers cost quantification and break-even analyses of exchange transactions. Other enhancements include a powerful screener incorporating 50+ additional data points, as well as FINRAreviewed reports that now accommodate this new data in a succinct format for quick product comparisons. Annuity Analyzer’s core components can also be delivered through Morningstar® Site Builder (see p. 51).
Side-By-Side Contract Comparisons View a demo and configuration options global.morningstar.com/AnnuityAnalyzer
Morningstar Associates, LLC and Ibbotson Associates, Inc. are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc.
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