Morningstar Catalog 2010/2011 - (Page 4)
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Client Story
Retirement Plan Provider
T. Rowe Price Engages Plan Participants to Invest for a Lifetime
Even with more than $160 billion in retirement assets under management,* T. Rowe Price knows that being a leading plan provider is about more than numbers—it’s about each individual investor’s experience.
To improve that experience, T. Rowe Price has worked with Morningstar for more than a decade to empower plan participants with the information and tools to help them better prepare for their financial futures. Lifelong approach. “It’s been extremely important for us to make sure our customers understand exactly how they’re invested, especially through tumultuous markets,” says Carol Waddell, director of product development at T. Rowe Price Retirement Plan Services. That can be a challenge given the breadth of products available on T. Rowe Price’s openarchitecture platform. With a focus on meeting the lifelong financial needs of its participants, T. Rowe Price serves a wide range of investors, from those just getting started in the workforce to the growing population of baby boomers entering their retirement years. “Morningstar’s approach to being objective and rigorous is a perfect complement to what we’re trying to do,” adds Waddell. “Their robust product offering meets the needs of all our individual customers.” Technology leaders. As one of the first plan providers to move its retirement services online, T. Rowe Price first turned to Morningstar to improve its participant website, which is consistently recognized for its intuitive navigation, educational content, and engaging
individual Investment Profile reports generated quarterly in 2010
3,725
474,000+
average monthly page views of Morningstar web tools from 2009 to 2010
T. Rowe Price
1998
2001
Morningstar® Investment ProfilesTM and Guides Quarterly fund and due diligence reports that support recommendations to plan participants Morningstar® Site BuilderSM Web components for investment research and portfolio planning used in retail and plan participant sites Morningstar® EssentialsTM Marketing and advertising toolkit to license data and images
Morningstar
Morningstar® Licensed Data Mutual fund data and Stocks, Bonds, Bills, and Inflation® (SBBI®) data for internal systems
Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011
Morningstar Catalog 2010/2011
Contents
Legg Mason
T. Rowe Price
E*TRADE
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
ING
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
Morningstar.com®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books
Morningstar Catalog 2010/2011
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