Morningstar Catalog 2010/2011 - (Page 59)
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CPMS Model Portfolios Disciplined equity strategies for advisors.
CPMS Model Portfolios simplifies the equity portfolio construction process for securitieslicensed advisors, delivering time-tested U.S. and Canadian investment strategies built on sophisticated quantitative models. Available through a separate website, CPMS Model Portfolios provides trading styles appropriate for conservative, moderate, and aggressive investors. Advisors can use this service to mirror our model transactions or support their research with select buy lists. Each portfolio
is developed using extensive backtesting and by measuring performance under various economic scenarios. CPMS Model Portfolios complements our advisor products like Morningstar Office (see p. 55) and Morningstar® Advisor Workstation (see p. 45). Qualitative analysis from Morningstar® Equity Research (see p. 24) is also available to help advisors verify their strategies.
View model portfolios global.morningstar.com/CPMSPortfolios
Model Portfolios Backed by Quality Equity Data
Advisor Professional Development Resources for networking and advancing expertise.
Our conferences, publications, and advisor website provide the insight and tools advisors need to develop their practices. Held annually in Chicago, London, Toronto, Paris, Frankfurt, and Sydney, the Morningstar Investment Conferences connect advisors with industry leaders from around the world. Presentations feature top investment experts detailing key issues to help advisors navigate an ever-changing economy. The new Morningstar ETF Invest Conference provides thought-provoking dialogue about investing in exchange-traded funds from both strategic and tactical viewpoints. Morningstar Advisor is our bimonthly print publication. Each issue is dedicated to a specific investment topic, such as health care or retirement planning. MorningstarAdvisor.com® provides investment analysis, plus interactive webinars, videos, and blogs. Advisors focused on developing their knowledge of specific investment styles can also turn to our newsletters. Each features real-money portfolios for stocks, mutual funds, and alternative investments (see p. 79).
Register for a free Morningstar Advisor subscription www.MorningstarAdvisor.com
Global investing events. Our conferences bring together financial advisors, fund managers, and broker/dealers to explore the trends shaping today’s markets.
Perspectives in print and online. Morningstar Advisor magazine and its companion website introduce practical, timely strategies for financial advisors.
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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