Morningstar Catalog 2010/2011 - (Page 58)
58
Advisor Practice Management
Morningstar Principia Flexible investment research and planning software.
® ®
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Specific modules help support an advisor’s investment recommendations Automated portfolio input and client data entry for increased efficiencies Thousands of advisors rely on Morningstar® Principia® for its in-depth investment data, research, and planning tools. Available via electronic delivery, CD, or DVD, Principia’s modular design allows advisors to create a custom desktop planning platform configured to their exact needs. Database modules feature extensive data and research on mutual funds, stocks, exchange-traded funds, variable annuities, closed-end funds, and CE separate accounts. The Analyst Mode, available in our Advanced and ETF modules, adds investment ideas and commentary from Morningstar analysts. SA
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Morningstar® Principia® Portfolio Comparison Report | FINRA Members: For internal use or client reporting purpose only
Portfolio Comparison Report Smith, John: Retirement Portfolio
Benchmark: S&P 500 TR
Value Large Core Growth High Short Interm Long
.................................................................................................................................................................................................................................................
New enhancements to portfolio input, such as the Principia Importer, streamline client data entry. Eliminating the need for manual input, this allows advisors to save time with new features like batch and aggregate reporting. For point-in-time analysis, financial professionals and researchers can now turn to Principia Archive, our database of survivorship-biasfree historical investment information dating back to 2000.
View sample reports and graphs global.morningstar.com/Principia
The following pages take a detailed look at the differences in the stock and bond exposures between investments in the selected portfolios. This report uses the benchmark shown as a point of comparison between the portfolios in the Stock Sector Analysis, Regional Exposure, Historical Returns and Portfolio Statistics sections. Asset Mix Comparison Asset Mix Comparison
Med
Mid
Asset Allocation
h j k
Cash US Stock Non US Stock Bond Other Not Classified
Small
Low
........................................................................................
The Asset Mix pie graph and table show how assets in each portfolio are allocated among broad asset classes. Morningstar Style BoxTM Analysis
Equity: Style
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Portfolio % 3.43
...........................................................................................................................................................................................
j Service i Healthcare Services o Consumer Services p Business Services a Financial Services
...........................................................................................................................................................................................
Portfolio analytics and reporting. The enhanced Principia CAMS module produces flexible, client-friendly performance reports and account statements.
...........................................................................................................................................................................................
k Manufacturing s Consumer Goods d Industrial Materials f Energy g Utilities
Not Classified 0.00 -0.10 Not Classified Drilling down past the fund level, the Sector Analysis summarizes the stock allocation of the investments across 12 sectors.
© 2009 Morningstar, Inc. All rights reserved. The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete or accurate. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use. This report is supplemental sales literature. If applicable it must be preceded or accompanied by a prospectus, or equivalent, and disclosure statement.
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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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