Morningstar Catalog 2010/2011 - (Page 35)

+ 1 866 374 – 8800 35 Morningstar Licensed Data The leading source for global investment data. ® 3 3 3 Information on 360,000+ investments, as well as documents, images, and more Verified by rigorous quality control and 600+ data analysts Easy-to-implement delivery options including web portals and APIs Data feeds from Morningstar act as a common language across communications and business activities, driving efficiencies and improving the consistency of information. Asset management firms, broker/dealers, media businesses, and software companies worldwide choose from more than 40 core and specialized licenses tapping all the investments in Morningstar’s global database. And our feeds deliver more than timely investment data. They provide complementary information such as images to make complex ideas accessible, regulatory documents, rankings and reports, alerts to investment changes, and more. Clients can get all the accurate information they need from one source. We regularly collaborate with clients to develop data licenses that address current business challenges, regulatory changes, and market trends. As client portfolios become more diverse, we continue to expand our investment coverage— now with insurance group separate account data and pension, endowment, and foundation data. New specialized licenses cover SEC filings data, manager histories and biographies, an employee identification number database, and economic indicators. Several Alerts Licenses are available, including one that automatically notifies firms whenever there’s a change in the Morningstar database, such as a shift in Morningstar Rating or manager turnover, so firms can share the most up-to-date information with their clients. 33 TM Data for 360,000+ Investments Worldwide in Flexible Formats 28,00 28,000+ 28,0 28,000 8,00 000 00 7,500 7,500+ 7,500 500 7,50 5 139,000+ 139,000 139,000 139,000 39,00 9,00 9 84 yea 84 year yea year ears ear 11,000+ 113,500+ 44,500+ 400+ types 195,000+ ST Stocks Fundamental data and up to 35 years of historical data Plus end-of-day prices for 200,000 + stocks SA Separate Accounts Includes collective investment trusts F Funds Mutual funds, closed-end funds, ETFs, unit investment trusts, and 529 college savings plans CM Capital Markets Ibbotson® SBBI® data capturing asset class performance dating back to 1926 HF Hedge Funds Active hedge funds Plus more than 9,000 dead funds VA Variable Annuities U.S. variable annuity/life subaccounts and contracts LP Life and Pensions Insurance, life, and pension funds in non-U.S. markets DOC Documents Filings from SEC EDGAR database 37,000 + annual reports from 100 + countries P People Biographical data for directors and officers globally Plus profiles for 12,000 + U.S. fund managers Data Information to populate online tools, marketing materials, and internal systems Examples: full portfolio holdings, investment classification, and daily performance data Images Ready-to-use images for ads, websites, and more Examples: Morningstar® Ownership Zone,TM glide paths, and Morningstar Style BoxTM Documents HTML or PDF documents for uses such as point-of-sale support, compliance, and investor communications Examples: summary prospectuses, annual reports, and Form ADV I and II Delivery Options XML Feeds APIs Web Portals

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