Morningstar 2011/2012 - (Page 15)

+ 1 866 374 – 8800 global.morningstar.com 15 Morningstar Direct allows us to provide greater transparency for our products, revealing specific characteristics that help us understand how they fit within the European marketplace. Stefan Späth, Head of Global Product Research, Senior Manager, Investment Consulting Invesco, Ltd., Frankfurt, Germany Read the Invesco story at global.morningstar.com/DirectInvesco2011 QUICK FACTS Next-generation asset allocation. Users can control the risk and return metrics in their optimizations, as well as the distribution assumptions for each asset class. Available Content Complete Morningstar database Indexes Morningstar analyst commentary Third-party data and content Integrated private data Real-time news and quotes Portfolio holdings Asset flows Used For Investment and manager research Asset allocation and portfolio construction Custom presentation and fact sheet production Asset flow analysis Language Versions Chinese English Data imported from multiple custodians Data delivered to Morningstar Direct Transactions processed and reconciled daily French Italian Seamless portfolio monitoring. Back-office data integration can bring a firm’s private data into Morningstar Direct analytics, offering users the ability to group accounts for analysis. Support Dedicated product consultants Extensive training and feedback opportunities Client forums Estimated cash flow and market share data is available for analysis by a range of operational and distribution characteristics. Presentation Studio transforms the analysis completed in Morningstar Direct into branded communication materials. Creating customized fact sheets, presentations, and lineup reports is as simple as selecting data, adding logos, dropping in tailored graphs, and formatting layouts. The web-based Report Portal helps centralized research teams build compliance-approved communications in Presentation Studio, then distribute them simultaneously to sales groups, advisors, consultants, and global teams. Users with web access are able to log in and produce relevant templates as needed. The reports display well on mobile devices such as the iPad® and can include settings to adapt for client needs. Firms can also gather feedback from the Report Portal to determine how often users are downloading specific templates and which investments they’ve included in the reports. The API for Microsoft ® Excel® seamlessly adds research from Morningstar Direct into a firm’s existing workflows. Exporting information for further analysis, the tool makes it easy to incorporate research into spreadsheets and internal reporting systems. Sign up for a product demonstration global.morningstar.com/MorningstarDirect http://global.morningstar.com http://global.morningstar.com/DirectInvesco2011 http://global.morningstar.com/MorningstarDirect

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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