Morningstar Catalog 2010/2011 - (Page 29)

+ 1 866 374 – 8800 29 Morningstar Associates Breakthrough investment solutions for the institutional market. 3 3 3 Portfolio volatility controls to reduce hedging costs for insurance providers Innovative alternative investments for mutual fund companies Comprehensive retirement solutions for plan sponsors and providers Constructing state-of-the-art investment solutions is at the heart of Morningstar Associates’ mission. From volatility-controlled portfolios to alternative funds of mutual funds, the group draws on its core capabilities to pioneer solutions that help firms meet rapidly shifting investor needs, reach new markets, and maintain a competitive edge. Each solution stems from a rigorous due-diligence practice that relies on the expertise of the Morningstar Associates investment team, which has years of experience building investment plan lineups, evaluating managers, and designing and monitoring portfolios. To help alleviate investor concerns over turbulent market conditions, Morningstar Associates recently engineered an investment strategy that allows its team to control for portfolio volatility by proactively adjusting the equity exposure in response to fluctuations in market risk. This strategy can be embedded into any asset allocation portfolio to better align investor expectations with reality. To respond to a growing demand in the market for more mainstream alternative investment products, Morningstar Associates created a fund of mutual funds that offers investors an additional layer of diversification by exposing them to a range of sophisticated strategies. 33 Morningstar Associates’ Core Capabilities Plan Evaluation and Design Manager Search Investment Monitoring Portfolio Construction Create new investment lineups or provide detailed assessments of existing lineups 3 3 3 3 Assist in selecting an investment manager or subadvisor for a range of mandates 3 3 3 3 Help fiduciaries, trustees, and investment committees oversee investment managers 3 3 3 3 3 Create diversified and customized portfolios for each investor or institution 3 3 3 3 Asset class structuring Investment lineup diagnosis Portfolio/plan diagnosis Investment Policy Statement development Mutual funds Variable insurance trusts Separate accounts Hedge funds In-depth analyst reports Customizable 15(c) board reports Premier lists Watch process and lists Attribution analysis Asset allocation strategies Fund-of-funds development Portfolio recommendation questionnaires Accumulation or drawdown strategies Marketing Support An experienced team of marketing and design professionals can assist clients in creating customized campaigns for advisors, sales teams, and individual investors.

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