Morningstar 2011/2012 - (Page 13)

+ 1 866 374 – 8800 global.morningstar.com 13 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 http://global.morningstar.com

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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