Morningstar 2011/2012 - (Page 60)

60 Financial Communications Morningstar Newsletter Builder Easy-to-use application featuring content for creating client publications. ® SM 3 Build, customize, and distribute client communications 3 Monthly FINRA-reviewed articles and market commentaries Morningstar ® Newsletter Builder is a dynamic, web-based tool for creating personalized client communications in minutes. With new articles and images on topics from personal finance to portfolio construction added regularly, its extensive online library helps advisors stay top-of-mind with current and prospective clients. SM Advanced filtering options allow advisors to search and sort pre-written, FINRA-reviewed articles by length, topic, or keyword. After choosing a professional layout, an intuitive drag-and-drop interface makes it simple to select articles with relevant images and charts to produce custom newsletters without any additional software or design expertise. Advisors can upload their own analysis, company logo, profile, and disclosure, as well as add sidebar comments to articles to highlight key findings or recommend portfolio strategies. Users also receive a pre-formatted default newsletter each month. Advisors can now email newsletters in HTML format, which allows tracking of recipients’ activities through analytics such as open rates and clickthroughs, providing insights into which topics interest clients and prospects most. Users can also save newsletters as PDF files for email or print distribution. New features include downloadable FINRA review letters, as well as automated compliance department notifications when advisors send HTML communications. Watch a product demonstration global.morningstar.com/NewsletterBuilder Investor Insights & Outlook October 2011 Vol. No. 1 Investment Updates from ABCo. A World of Opportunity As trade barriers continue to break down, the world economy has become a small neighborhood. Should investors seek to participate in this wave of globalization, or are they getting all they need here at home? Historically, foreign investments have acted in a signi cantly di erent way from domestic investments. When the U.S. market slumped, various opportunities abroad have prospered. An American investor who put some money into foreign markets may have reduced risk while still attaining attractive returns. With the spread of globalization, this bene t decreases as companies across the globe are acting more like each other. However, as the image illustrates, an investor who doesn’t take advantage of options outside of the United States is missing out on roughly half of the investable developed stock market opportunities in the world. World Stock Market Capitalization Year-End 2010 International investments involve speial risks such as fluctuations in currency, foreign taxation, economic and political risks, liquidity risks, and differences in accounting and financial standards. Source: World Market Capitalization by Country is from the Morgan Stanley Capital International Blue Book. The data is expressed in U.S. dollars. SM ____ _ _________ _ ______________ _ _ ___________________ _ _ _______________________ _ _ _ ____________________________ _ _ _ _ _________________________________ _ _ _ _ _____________________________________ __________________________________ ___ _______ _______ _______ __ __________________________ ___ _______ _______ __ __________________ ___ _______ __ __________ ___ __ __ ABCo. Advisor Corner Welcome to Investment Insights & Outlook, the monthly newsletter from ABCo. Each month I will be sending you fresh content compiled from industry leader Morningstar, plus notes and insights from me and my research team at ABCo. Please reach out at any time with any questions or comments on the ideas expressed herein. Enjoy the newsletter. ABCo. is a wealth management firm with offices in Chicago and Naperville, Illinois. We have ten professional advisors with over 100 years of combined experience. Our mission is to help clients plan and reach their financial goals. As vice president of financial advisory services for ABCo, I am responsible for the life goals of nearly 50 high net-worth individuals. I started with XYZCo., and moved on to join ABCo. to better serve my clients through independent research and a holistic approach to financial planning. Jane Smith VP, Financial Advisory Services Jane.Smith@ABCo.net +1 206 555 5555 Select Templates and Articles Create Custom-Branded Newsletters Send HTML Versions and Track Results Morningstar Newsletter Builder helps us create a quality newsletter customized to match our firm’s marketing and educational materials. The tracking features are great—they let us see which articles clients are reading and interested in. Dan Kutzke, Partner, Pratt, Kutzke & Associates, LLP  http://global.morningstar.com/NewsletterBuilder

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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