Morningstar 2011/2012 - (Page 50)

50 Advisory, Retirement, and Portfolio Management Services Retirement Solutions Personalized services for plan providers, sponsors, and advisors. 3 Trusted retirement services for individuals at any stage 3 Custom model portfolios for any plan size and demographic Working with many Fortune 500 companies and leading retirement plan providers, Morningstar Investment Management’s managed accounts program, plan sponsor advice service, and custom models are designed to help individuals reach their retirement goals. Through these client relationships, our retirement solutions are made available to more than 23 million individuals. Combining our strengths in investment research, technology, and communication, our services are anchored by decades of groundbreaking asset allocation research and experience advising some of the world’s largest financial institutions. Morningstar ® Retirement Manager is our best-of-breed advice and managed accounts program for plan participants. Powered by our Wealth Forecasting Engine—a dynamic simulator that can project an investor’s future wealth—Retirement Manager employs returns- and holdings-based analysis to construct more effective investment portfolios. SM Participants can then choose to have their accounts professionally managed by our investment team or build their own portfolios using our recommendations as a guide. Retirement Manager also helps plan sponsors meet their fiduciary obligations. This flexible solution is appropriate for plan sponsors of any size, from one to hundreds of thousands of employees. Financial institutions can license the Wealth Forecasting Engine separately to power their own goals-based investment tools. A Full Spectrum of Retirement Solutions Morningstar ® Retirement Manager SM Plan Sponsor Advice Custom Models Lifetime Financial Advice Wealth Forecasting Engine Advice and managed accounts program that helps individuals reach their retirement income goals Audience Plan Providers/Institutions Plan Sponsors Advisors Plan Participants Fiduciary service that provides fund lineup evaluation, selection, and monitoring Custom-built, all-in-one models based on a plan’s fund lineup, unique profile, and objectives Sophisticated tool that builds investment strategies for all stages of an individual’s financial life A dynamic wealth forecasting simulator that can power any advice solution or platform Client Examples Provided a global technology company’s participants with a personalized retirement strategy that includes savings recommendations and investment selection Constructed diversified investment lineups with 3(38) fiduciary support for a plan provider’s clients Worked with a big-box retailer to create a custom target-date glide path based on the demographic profile of its employees Developed a robust planning tool for a large insurance company’s consultants that includes personalized life insurance and annuity recommendations Built a plan provider’s platform for recommending allocations to a variable annuity with a guaranteed minimum withdrawal benefit 

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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