Morningstar Catalog 2010/2011 - (Page 25)

+ 1 866 374 – 8800 25 ING Gains Immediate Insights with Morningstar Equity Research ® Morningstar ETF Research Analyst coverage of exchange-traded funds. ® Maintain a strong client focus. Ludovic Vandermeulen’s high-net-worth clients expect timely answers to their investment questions. As an investment strategy specialist for ING’s private banking division in Belgium, Vandermeulen can now offer quick assessments of a full range of stocks. Thanks to up-to-date analysis from Morningstar® Institutional Equity Research Services, the private banking division can remain lean while delivering excellent service. SM Investors can turn to Morningstar as the source for independent assessments of exchangetraded funds. As ETFs grow in number and complexity, we’re helping investors evaluate these vehicles and how they fit within a portfolio. We also assemble custom research solutions for institutions from elements such as data for nearly 100% of the ETF market, research reports, webinars, videos, and more. Our analysts currently cover 325 ETFs in the United States, representing 96% of the total assets under management, and we’re expanding our global coverage. Whenever an ETF launches, we publish an initial report to help advisors and investors stay aware of these rapidly evolving investments. Every analyst applies a consistent methodology while generating in-depth reports distilled to a concise opinion of a fund. Leveraging our equity research, our ETF methodology values equity-based ETFs by considering the sum of their parts. Our research reports are advisor-oriented, focusing on an ETF’s suitability and place within a portfolio. Institutions support their internal teams and connect with customers via our ETF data, ratings, reports, and Morningstar® Site Builder tools (see p. 51). They build Morningstar-branded or internally branded education centers using our online investor classrooms, advisor tutorials, video reports, and industry commentary. Our educational content comes from an independent, third-party perspective, so investors can receive objective advice. SM Stay on top of stocks. Before working with Morningstar, ING would wait a month or more for postearnings reports from their research providers, and sometimes go entire quarters without updates. Today, Vandermeulen and his colleagues receive reports soon after earnings announcements and significant events. “Morningstar helps us provide our clients with the latest report on a stock anytime,” says Vandermeulen. Comply with regulations. Morningstar delivers the complete coverage—including reports on U.S. and European companies across all sectors—that ING needs to comply with European Union regulations. “Some other providers don’t fully cover the market,” Vandermeulen explains. “Working with Morningstar is a good way for us to adhere to legal constraints without having to expand our internal research department.” Filter the wide-moat companies. Vandermeulen says Morningstar’s equity analysis has “a clear methodology that’s easy to understand,” and calls the Economic Moat Rating approach “terrific.” “It’s so logical,” he explains. “We need long-term investment ideas, and instead of doing a lot of research ourselves, we can look for wide-moat companies at attractive prices.” He also enjoys debating stocks with Morningstar analysts. “It’s important to share opinions with other people who have good company knowledge,” he adds. “I like to call and discuss why an analyst is negative or bullish on a company. In some cases, it helps me to challenge or moderate my own convictions.” K Ludovic Vandermeulen is an equity and investment strategy specialist at ING’s private banking division in Belgium. View sample ETF research reports Morningstar ETF research makes our offering stronger. It allows us to present multiple points of view while providing investors with the information and data they need to uncover the right ETFs and make smarter decisions. Liz Evans, Director, ETF Product Management, Charles Schwab & Co. Morningstar ETF Services Global Data Coverage Analyst Research for Popular Funds Engaging Educational Content Customizable Online Tools 96 96% 96% 6% Data for 4,000 ETFs, covering nearly 100% of the market Qualitative coverage of 325 ETFs, representing 96% of assets invested in ETFs in the United States Available as: 3 3 3 Online, print, and multimedia options for educating investors or advisors Available as: 3 3 3 3 Web tools to implement independently or in an ETF center Available as: 3 3 3 3 Available as: 3 3 Data feeds APIs ETF ratings ETF data pages ETF Screener ETF vs. ETF ETF Quickrank ETF Cost Analyzer Analyst research reports Industry articles Analyst research reports ETF editorial and video reports ETF online presentations

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Legg Mason
T. Rowe Price
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011