Morningstar 2011/2012 - (Page 10)

10 Client Stories 1 Dave Paulsen, Executive Vice President, Chief Sales Officer, Transamerica Capital Management Not far from the Transamerica Capital Management offices, Dave Paulsen sits at a hot dog stand in Cedar Rapids, Iowa, well known for the yellow airplane on its roof. 33 Top-notch capabilities. On the sales side, Transamerica Capital Management leverages Morningstar products to stay competitive and enhance its relationships with advisors. For Dave Paulsen, it’s about deep capabilities delivered seamlessly. He explains, “Morningstar has top-notch research capabilities and foresight in the marketplace. And Morningstar has made it easy for us to do business together.” The work Transamerica Capital Management does with Morningstar carries weight with its clients, too. “Morningstar remains well recognized and is probably the strongest provider of security analysis in the business,” says Paulsen. Quality relationships. Transamerica Capital Management taps Morningstar’s capabilities through a suite of products ranging from Morningstar Direct and Morningstar® Advisor Workstation, to tailored communications. “Morningstar software helps us position what advisors are selling versus what we’re asking them to take a stronger look at,” describes Paulsen. And communications addressing advisor concerns help build quality relationships with clients. “When we equip internal sales staffs and external wholesalers with discussion points, it changes the relationship with the financial advisor,” explains Paulsen. SM SM “Now we’ve moved from being perceived as a product promoter to a true partner. And if we can help the advisor communicate difficult concepts to customers, we win.” Testimony to value. Transamerica Capital Management appreciates that Morningstar stays at the forefront of what’s going on in the industry, and shares this knowledge. “Business relationships stay together for a reason,” says Paulsen. “There has to be contribution and value for both parties. And I think the 10-year relationship we’ve had is testimony to the fact that is occurring.” K Morningstar Investment Management is a division of Morningstar comprising its investment advisory subsidiaries. The investment advisory services described are offered by Morningstar Associates, LLC, Morningstar Investment Services, Inc., and/or Ibbotson Associates, Inc., all registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. Transamerica Asset Management, Inc. is a registered investment advisor and part of the Transamerica Asset Management Group, which manages assets for individuals, institutions, and retirement plan participants. Through Transamerica Funds, they offer a variety of mutual fund and insurance fund products focused on delivering superior long-term performance opportunities through all market conditions. Visit TransamericaFunds.com for more information. Mutual funds and variable portfolios are subject to market risk, including the loss of principal. Clients should consider the investment objectives, risks, charges, and expenses carefully before investing. The Prospectus contains this and additional important information regarding the Funds. To obtain a Prospectus and/or a summary Prospectus, please contact Transamerica Funds Customer Service Center at 1 888 233-4339. Please read it carefully before investing. Transamerica Funds are distributed by Transamerica Capital, Inc. http://www.TransamericaFunds.com

Table of Contents for the Digital Edition of Morningstar 2011/2012

Morningstar 2011/2012
Table of Contents
Commonwealth Financial Network
The Hartford
ING
Transamerica
Institutional Software
Custom Software and Services
Investment Data, Market Data, and Indexes
Fund, Stock, and Credit Research
Advisory, Retirement, and Portfolio Management Services
Independent Advisor Software and Services
Financial Communications
Investor Websites and Publications

Morningstar 2011/2012

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