Morningstar 2011/2012 - (Page 13)
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Portfolio-Building Analytics
Custom Communications
ABCo.
Custom reports built in Presentation Studio
ABCo.
Pre-formatted reports
Asset Allocation with Flexible Risk and Return Metrics
Portfolio 44.21 41.88 46.71 32.62 49.51 69.82 50.35 7.93 13.83 37.07
Benchmark 26.46 37.21 19.69 27.17 31.78 78.51 57.51 4.39 5.93 32.65
+/– 17.74 4.67 27.02 5.44 17.73 –8.69 –7.16 3.54 7.90 4.43
API for Microsoft ® Excel®
Portfolio Construction
Total Portfolio Attribution
Real-Time Data and Market Monitoring
Not only does Morningstar Direct include data for all 330,000 investments in the Morningstar database, it can also accommodate private data. New back-office integration can flow in a firm’s internal information for analysis in Morningstar Direct. Complementing this data is a range of
content included with the platform, such as equity and company credit research, exchange-traded fund research, company filings, and real-time market quotes and news. Third-party content can also be accessed through Morningstar Direct. 33
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Table of Contents for the Digital Edition of Morningstar 2011/2012
Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications
Morningstar 2011/2012
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