Morningstar Catalog 2010/2011 - (Page 67)

+ 1 866 374 – 8800 67 Morningstar Valuation Services Authoritative analysis that values businesses and illiquid securities. 3 Personalized consulting applying decades of valuation expertise Morningstar Valuation Services experts build their custom analysis by supporting Morningstar and Ibbotson data and methodologies with their own observations. Each consulting relationship begins with an on-site visit from valuation professionals to get a first-hand understanding of a client’s business. The team combines what it learns with fundamental analysis based on proprietary cost of capital, Morningstar® Economic Moat Rating, Morningstar® Cash Flow Cushion, and Distance to Default calculations. These measures analyze an asset’s competitive advantages and TM TM 3 Independent appraisals for transactions, reporting, and litigation Leveraging more than 30 years of Ibbotson’s industry-standard cost of capital research, the new Morningstar Valuation Services team delivers independent valuation opinions to owners, boards, and executives of firms. The group also analyzes illiquid securities and options. Consultants work directly with a client’s accountants, attorneys, and financial advisors. risk profile. Backed by decades of in-house capital markets research, the staff then tests the valuation conclusion before issuing a defensible report. Valuations are available for private companies, specific securities, or intangibles such as patents, startups, royalties, and goodwill for firms of any size. The team also supports estate planning, marital asset valuation, financial litigation, and reporting needs. Receive a confidential consultation Morningstar Valuation Process Analysis of a Client’s Business Analysis of Comparable Companies Economic and Sector Analysis On-site visit and thorough discussion for an objective assessment of value 3 3 3 Proprietary tools used to conduct competitive evaluations 3 3 Testing of valuation within the context of the broader economy 3 3 Full financial statement modeling Cash flow forecasting Morningstar® Economic MoatTM Rating Valuation of publicly traded peers Summary of market transactions Industry comparisons Comprehensive analysis of the economic outlook Results and Follow-Up Defensible results of valuation assessment delivered by Morningstar Valuation Services Detailed valuation reports Walk-through of findings Business recommendations

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