Morningstar 2011/2012 - (Page 47)

+ 1 866 374 – 8800 global.morningstar.com 47 We then apply our unparalleled resources… to provide customized products and services. People 90+ investment professionals Investment Advisory Services For institutions 3 3 3 Asset allocation Portfolio management Manager evaluation Board fiduciary services Data Data on 330,000 investments from Morningstar, Inc. 3 Access to Portfolio Managers Hundreds of manager interviews conducted each year Retirement Solutions For plan providers, sponsors, and advisors 3 3 Morningstar ® Retirement Manager SM Plan sponsor advice Custom models Lifetime Financial Advice Wealth Forecasting Engine Global Presence Investment professionals in seven countries 3 3 3 Technology Robust infrastructure and skilled support staff ST Morningstar ® Managed Portfolios SM For fee-based advisors 3 3 3 3 3 Customized portfolios Active/passive portfolios Alternative portfolios Investment-related fiduciary services Technology and communication solutions Communication Design and marketing expertise ETF MF Our research and investment teams drive every client solution, bringing sophisticated academic ideas to life in practical ways to address the challenges our clients and investors face. Bridging the gap between theory and practice, Morningstar Investment Management creates robust portfolios and designs powerful investment strategies based on sound principles. Our customized investment solutions help financial institutions strengthen their offerings— such as risk-based or target-date portfolios, income funds, alternatives, select lists, guaranteed products, and more—to meet the needs of today’s investors. 33 Morningstar Investment Management is a division of Morningstar comprising its investment advisory subsidiaries. The investment advisory services described are offered by Morningstar Associates, LLC, Morningstar Investment Services, Inc., and/or Ibbotson Associates, Inc., all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc.  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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