Morningstar Advisor - February/March 2009 - 79

In the Loop New at Morningstar The conference fee is $1,095. Register by phone at 1 877 525-3257 or online at http:// www.Ibbotson.com/MorningstarIbbotsonConference Morningstar’s New Asset-Allocation Indexes Morningstar Moves into New Digs Morningstar has moved into its new corporate headquarters. Located at 22 W. Washington St. in downtown Chicago, the new space provides plenty of room for continued growth and provides a modern, greener workspace. Morningstar Back Office Services Available In November, Morningstar officially made its Back Office Service offerings available to users of Advisor Workstation Office Edition. Acquired through the September 2008 purchase of Financial Computer Support, Inc., subscribers to dbCAMS+ will continue to have access to these services as well. Outsourcing data management to Morningstar offers several benefits. First and foremost, Morningstar experts’ knowledge of portfolio accounting provides an opportunity to improve ongoing data quality. Data-management task efficiency allows Morningstar to charge rates that provide net cost savings to clients. Outsourcing back-office processes also allows clients to redeploy resources away from costly operational tasks and toward profit-growing tasks such as marketing and client relationship building. Finally, outsourcing data management to Morningstar eliminates the need for our clients to manage sick-day and vacation coverage. The premier data management plan includes daily downloading, importing, and reconciling of client data. Morningstar employees not only maintain dbCAMS+ and Advisor Workstation Office Edition data with great accuracy, but they also perform routine maintenance and forge customer relationships with clients. Morningstar also offers internal audits of clients’ current data. Various reports are run which are then shared to offer tips on achieving improved data accuracy. Users can then implement on their own or move to an outsourced Morningstar solution. To learn more, call Morningstar at 1 866 685-4494. Registration Open for Morningstar Ibbotson Conference In December, Morningstar launched a family of asset-allocation indexes, including 39 target-date indexes with varying risk profiles and five target-risk indexes. The Morningstar Lifetime Allocation Indexes, designed to match an investor’s risk profile, adjust the asset allocation over time to provide wealth accumulation leading to retirement and then inflation-adjusted real income during retirement. The Morningstar Target Risk Indexes are asset-allocation indexes that span the investor risk spectrum from conservative to aggressive. Constructed using Morningstar’s existing asset-class indexes, the Morningstar Asset Allocation Indexes can serve as benchmarks to help with target-date, targetrisk, and retirement-income product selection and evaluation or can be licensed to institutions for the creation of investment vehicles. “There is significant variation in asset allocation from one fund family to another for target-date and target-risk funds with the same stated goal,” said Sanjay Arya, director of Morningstar Indexes. “This diversity is positive for investors, because they have different tolerance and capacity for risk. However, this deviation among fund families makes benchmarking these funds more difficult. That’s why we created a complete family of asset-allocation indexes with varying risk levels to help investors and fiduciaries evaluate these funds to find the best fit.” The Ibbotson Asset Allocation Conference has expanded into the Morningstar Ibbotson Conference to present ideas related to all aspects of institutional investing on March 5 and 6 in Orlando, Fla. Areas of exploration include asset allocation, investment research, and portfolio construction. For more information about the Morningstar Lifetime Allocation and Target-Risk Indexes and Ibbotson’s asset-allocation methodology, visit http://global. morningstar.com/US/AAIndexes. MorningstarAdvisor.com 79
http://www.Ibbotson.com/MorningstarIbbotsonConference http://www.Ibbotson.com/MorningstarIbbotsonConference http://global.morningstar.com/US/AAIndexes http://global.morningstar.com/US/AAIndexes http://www.MorningstarAdvisor.com

Morningstar Advisor - February/March 2009

Table of Contents for the Digital Edition of Morningstar Advisor - February/March 2009

Morningstar Advisor - February/March 2009
Contents
New on MorningstarAdvisor.com
Letter from the Editor
Contributors
Inbox
How Do You Gauge and Measure Risk?
No Skinny-Dippers Here
Heading to Shore
Investment Briefs
Weapons of Mass Destruction?
Déjà Vu All Over Again
A Failure to Gauge Risk
Five Areas to Find Opportunities
Getting a Read on Risk
Heavenly Returns
Greenspring Comes to the Rescue
How to Spot a Trustworthy REIT
Four Picks for the President
Find Succor in These Large Dividends
These Stocks Are Fiscally Fit
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
You Gotta Look Sharpe
Morningstar Advisor - February/March 2009 - Intro
Morningstar Advisor - February/March 2009 - Morningstar Advisor - February/March 2009
Morningstar Advisor - February/March 2009 - Cover2
Morningstar Advisor - February/March 2009 - 1
Morningstar Advisor - February/March 2009 - 2
Morningstar Advisor - February/March 2009 - Contents
Morningstar Advisor - February/March 2009 - 4
Morningstar Advisor - February/March 2009 - 5
Morningstar Advisor - February/March 2009 - New on MorningstarAdvisor.com
Morningstar Advisor - February/March 2009 - 7
Morningstar Advisor - February/March 2009 - 8
Morningstar Advisor - February/March 2009 - Letter from the Editor
Morningstar Advisor - February/March 2009 - Contributors
Morningstar Advisor - February/March 2009 - Inbox
Morningstar Advisor - February/March 2009 - How Do You Gauge and Measure Risk?
Morningstar Advisor - February/March 2009 - 13
Morningstar Advisor - February/March 2009 - No Skinny-Dippers Here
Morningstar Advisor - February/March 2009 - 15
Morningstar Advisor - February/March 2009 - 16
Morningstar Advisor - February/March 2009 - Heading to Shore
Morningstar Advisor - February/March 2009 - 18
Morningstar Advisor - February/March 2009 - 19
Morningstar Advisor - February/March 2009 - Investment Briefs
Morningstar Advisor - February/March 2009 - 21
Morningstar Advisor - February/March 2009 - Weapons of Mass Destruction?
Morningstar Advisor - February/March 2009 - 23
Morningstar Advisor - February/March 2009 - 24
Morningstar Advisor - February/March 2009 - 25
Morningstar Advisor - February/March 2009 - 26
Morningstar Advisor - February/March 2009 - 27
Morningstar Advisor - February/March 2009 - Déjà Vu All Over Again
Morningstar Advisor - February/March 2009 - 29
Morningstar Advisor - February/March 2009 - 30
Morningstar Advisor - February/March 2009 - 31
Morningstar Advisor - February/March 2009 - 32
Morningstar Advisor - February/March 2009 - 33
Morningstar Advisor - February/March 2009 - A Failure to Gauge Risk
Morningstar Advisor - February/March 2009 - 35
Morningstar Advisor - February/March 2009 - 36
Morningstar Advisor - February/March 2009 - 37
Morningstar Advisor - February/March 2009 - Five Areas to Find Opportunities
Morningstar Advisor - February/March 2009 - 39
Morningstar Advisor - February/March 2009 - Getting a Read on Risk
Morningstar Advisor - February/March 2009 - 41
Morningstar Advisor - February/March 2009 - 42
Morningstar Advisor - February/March 2009 - 43
Morningstar Advisor - February/March 2009 - 44
Morningstar Advisor - February/March 2009 - 45
Morningstar Advisor - February/March 2009 - 46
Morningstar Advisor - February/March 2009 - 47
Morningstar Advisor - February/March 2009 - Heavenly Returns
Morningstar Advisor - February/March 2009 - 49
Morningstar Advisor - February/March 2009 - 50
Morningstar Advisor - February/March 2009 - 51
Morningstar Advisor - February/March 2009 - Greenspring Comes to the Rescue
Morningstar Advisor - February/March 2009 - 53
Morningstar Advisor - February/March 2009 - 54
Morningstar Advisor - February/March 2009 - 55
Morningstar Advisor - February/March 2009 - How to Spot a Trustworthy REIT
Morningstar Advisor - February/March 2009 - 57
Morningstar Advisor - February/March 2009 - Four Picks for the President
Morningstar Advisor - February/March 2009 - 59
Morningstar Advisor - February/March 2009 - Find Succor in These Large Dividends
Morningstar Advisor - February/March 2009 - 61
Morningstar Advisor - February/March 2009 - These Stocks Are Fiscally Fit
Morningstar Advisor - February/March 2009 - 63
Morningstar Advisor - February/March 2009 - Mutual Fund Analyst Picks
Morningstar Advisor - February/March 2009 - 65
Morningstar Advisor - February/March 2009 - 66
Morningstar Advisor - February/March 2009 - 67
Morningstar Advisor - February/March 2009 - 50 Most Popular Equity ETFs
Morningstar Advisor - February/March 2009 - 69
Morningstar Advisor - February/March 2009 - 70
Morningstar Advisor - February/March 2009 - 71
Morningstar Advisor - February/March 2009 - Undervalued Stocks
Morningstar Advisor - February/March 2009 - 73
Morningstar Advisor - February/March 2009 - 74
Morningstar Advisor - February/March 2009 - 75
Morningstar Advisor - February/March 2009 - Most Popular Variable Annuities
Morningstar Advisor - February/March 2009 - 77
Morningstar Advisor - February/March 2009 - 78
Morningstar Advisor - February/March 2009 - New at Morningstar
Morningstar Advisor - February/March 2009 - You Gotta Look Sharpe
Morningstar Advisor - February/March 2009 - Cover3
Morningstar Advisor - February/March 2009 - Cover4
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