Morningstar Catalog 2010/2011 - (Page 38)

38 Data and Indexes Morningstar Document Library A cost-effective, compliant document management system. ® SM The Morningstar® Document Library is a secure system for housing and distributing content such as prospectuses, summary prospectuses, and annual reports in HTML format or as PDF files. Drawing from different data sources across markets, it’s a hosted solution used by fund companies, broker/dealers, and plan providers to meet SEC compliance and safe harbor requirements—including the SEC’s summary prospectus rule. Most regulatory documents are available within 24 hours, and we offer 24/7 access and support. A new upload tool makes it easy for clients to add their latest information. SM Document Types 3 Annual and Semiannual Reports 3 Prospectuses 3 Summary Prospectuses 3 Statements of Additional Information 3 Sheets Fact 3 Filings 497 3 Form ADV I and II 3 and 13G Filings 13F 3 Earnings Call Transcripts See which data types are covered Manager Benchmarks Data sets for precise peer analysis. Morningstar’s Manager Benchmarks support incisive performance analysis that’s consistent with how money managers and consultants view the fund manager universe. Offering precise classifications, these sets of time series data reflect peer groups based on the Morningstar Institutional Categories, specialized investment groupings, and expenses. Because they’re objectively defined peer groups based on criteria such as stock concentrations, they provide more relevant performance assessments. The new Investment Focus Benchmark Series delivers benchmarks for environmental, social, and governance (ESG) investments and other focused portfolios to a market with no widely accepted benchmarks. The Expense Peers Benchmark Series will soon allow researchers to compare a fund’s expenses within a relevant peer group. Explore details for each series Four Types of Data for Performance Comparisons Institutional Categories Investment Aggregates Expense Peers Investment Focus Funds grouped in more narrowly defined Morningstar Institutional Categories Style, capitalization, and duration segments within the Morningstar Institutional Categories Morningstar Institutional Category peers with similar fee structures Environmental, social, and governance (ESG) investments and other focused portfolios Applications 3 3 3 3 Due diligence Lineup construction Manager evaluation Board reporting 3 3 3 Peer group analysis Competitive research Performance attribution 3 Portfolio 3 3 3 Risk modeling Asset allocation models Product development benchmarking 3 Backtesting 3 Portfolio trend analysis

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