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In the Loop New at Morningstar To learn more about what’s new at Morningstar, go to: http://corporate.morningstar.com. 2008 Morningstar Investment Conference Join Don Phillips and other industry leaders, including Mohamed El-Erian of PIMCO, Brian Rogers of T. Rowe Price, and Jean-Marie Eveillard of First Eagle Funds, at the 20th Morningstar Investment Conference, June 25 to June 27, Chicago. The fee is $745 and includes all conference sessions and two breakfasts, luncheons, and cocktail receptions. View the conference agenda and register at: http:// MorningstarAdvisor.com/2008conference. To register by phone, call 866-839-9729. Morningstar Managed ETF Portfolios indexes based on the Morningstar Hedge Fund Categories. Similar to the Morningstar Rating for mutual funds, the new rating system for hedge funds uses a scale of 1 to 5 stars. Rather than using the self-described categories provided by hedge fund managers, Morningstar first categorizes the hedge funds into one of 17 Morningstar Categories—such as convertible arbitrage or emerging market equity—according to a series of quantitative and qualitative measures. Morningstar then ranks and rates the hedge funds against their peers in the Morningstar Categories based on risk-adjusted return. On the Road MorningstarAdvisor.com Share with Clients Download: Industrial Strengths Show your clients how sectors can play important roles in their portfolios with an informative image from MorningstarAdvisor. com. Download it for free at the site. Most Popular Q1 Articles Get some face-to-face interaction with Morningstar representatives exhibiting at these upcoming conferences. May 13–16 In March, Morningstar Investment Services introduced a managed account service consisting of a lineup of five actively managed portfolios that use exchange-traded funds. Ameritas Investment Corp. and Centaurus Financial, two independent broker-dealer firms, selected Morningstar Managed ETF Portfolios for use by their investment advisor representatives. Ameritas has 600 advisor representatives, and Centaurus has 500. All Morningstar managed portfolios, including these latest ETF portfolios, are available to advisors through multiple custodians. Morningstar Site Builder 1 The 10 Biggest Winners and Losers 2 Q&A with Natalie Choate: Tax-Free Roth Conversions Long Beach, CA NAPFA National Conference May 18–20 3 Our 2007 Fund Managers of the Year 4 College Planning Q&A: Looking at Proposed 529 Revisions 5 February’s Mutual Fund Red Flags Coming in Q2 Natalie Choate’s “Benefits Update” Podcast New Orleans, LA IMCA 2008 Spring Professional Development Conference May 18–22 Every month, Natalie dissects the latest retirement-planning issues. “High-Quality Large-Cap Stocks” Web Seminar Marco Island, FL Founders Financial National Conference June 8–12 In March, Morningstar unveiled a new Web-based platform consisting of Morningstar’s financial advisor tools, content, and reports. Morningstar Site Builder offers investment research, portfolio analysis tools, and sales and educational materials that investment firms can add to their advisor Web sites. Site Builder can be integrated into a Web site’s framework to include a firm’s brand, design, and style sheets. Hedge Fund Star Ratngs and Indexes Las Vegas, NV AIG National Education Conference June 11–14 Pat Dorsey, Morningstar’s director of equity research, and Richard England, manager of Calvert Social Investment Equity, discuss the market’s biggest and best names. Morningstar Conversation with Richard Pzena Las Vegas, NV MMLISI National Conference/Continuing Education & Practice Management June 25–27 Watch video excerpts of our interview with value manager Richard Pzena. Morningstar Advisor Magazine Goes Digital Chicago, IL Morningstar Conference July 19–23 In February, Morningstar launched the Morningstar Rating for hedge funds, the Morningstar 1000 Hedge Fund Index, and 17 Milwaukee, WI Northwestern Mutual Annual Meeting Digital editions of the magazine are now online. The Morningstar Advisor Digital includes all the content of the print version. Readers can browse the magazine page by page, search for specific content, bookmark sections, make notes, and send page links to colleagues. MorningstarAdvisor.com 95

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Morningstar Advisor - Spring 2008

Table of Contents for the Digital Edition of Morningstar Advisor - Spring 2008