Morningstar 2011/2012 - (Page 52)
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Advisory, Retirement, and Portfolio Management Services
Morningstar Managed Portfolios Strategies for fee-based financial advisors.
®
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3 Forward-thinking strategies built on independent investment research 3 Investment fiduciary support for plan sponsors and advisors
monitors each portfolio, and provides client-ready communications. Recently launched portfolios include the Real Return Portfolio, which seeks to offer a stable hedge against inflation. The Contrarian ETF Portfolios provide a way for investors to uncover value in places that others may miss. Morningstar Investment Services has also introduced strategies that leverage decades of research from Ibbotson Associates. The Ibbotson Active/Passive Portfolios tap the strengths of actively managed mutual funds alongside low-cost, tax-efficient index funds and ETFs. The Ibbotson Momentum ETF Portfolios
use a disciplined approach designed to capitalize on market trends. For plan sponsors and participants, Morningstar Investment Services offers Morningstar ® Managed Plan Solutions, a turnkey suite of investment-related fiduciary services for the 401(k) plan market. Managed Plan Solutions was created to help advisors maintain their investment-related fiduciary responsibilities, while assisting both plan sponsors and participants with their investment decisions.
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At Morningstar Investment Services, there is no “one-size-fits-all” portfolio. Whether investing in mutual funds, stocks, or exchange-traded funds, each research-driven strategy is crafted to help advisors provide individuals with a broad range of approaches. Advisors have access to resources to help them evaluate client needs and make recommendations. Morningstar Investment Services chooses the investments,
Learn more about these and our other strategies global.morningstar.com/ManagedPortfolios
Innovative Portfolio Offerings
Mutual Fund Portfolios Asset Allocation Series Retirement Income Series Focused Allocation Series Diversified across asset classes, investment styles, and managers, and built for a range of risk profiles and time horizons Low-volatility portfolios developed to help meet a client’s payout needs throughout all stages of retirement A range of targeted strategies designed to help clients diversify their exposure and investment approach
MF ST MF
Select Stock Baskets
MF ETF ST MF ST MF ETF ETF Portfolios ETF ST ETF
MF ETF MF
Custom Series
Flexible, tailored strategies that invest in the broad market or specific segments based on style or market capitalization Portfolios grounded in high-quality research, including those based on the investing approach popularized by Morningstar, Inc.’s well known newsletter portfolios
Strategist Series
Asset Allocation ETF Series Dynamic Series
Cost-effective investment options created to meet a targeted range of client risk and return objectives
Disciplined strategies, featuring the Contrarian ETF and Ibbotson Momentum ETF Portfolios, designed to uncover and capitalize on opportunities based on market signals and investor sentiment
Mutual Fund and ETF ETF Blended Portfolios
ETF
Ibbotson Active/ Passive Series
Actively managed mutual funds strategically paired with a range of low-cost, tax-efficient index funds and ETFs in a lineup designed to leverage the strengths of both approaches
MF ETF
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. Portfolios offered by Morningstar Investment Services are intended for citizens or legal residents of the United States or its territories and can only be offered by a registered investment advisor or investment advisor representative.
http://global.morningstar.com/ManagedPortfolios
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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