Morningstar 2011/2012 - (Page 16)
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Institutional Software
Morningstar EnCorr Capital markets research and asset allocation modeling.
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Morningstar ® EnCorr ® integrates extensive capital markets data with tools for asset allocation and investment policy planning. Institutional investors, including portfolio managers, private banks, and consultants, use the software to model and implement asset allocation strategies that generate optimal returns at varying risk levels. EnCorr helps develop a reliable set of expectations
for returns, risk, and correlations as inputs. Users can choose from several optimization techniques including mean-variance optimization (MVO) and surplus optimization, or liability modeling.
Read about the benefits of resampling global.morningstar.com/EnCorr
Resampled Mean-Variance Optimization
Morningstar Traded Fund Center Analysis of global closed-end and exchange-traded funds.
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The most extensive global closed-end fund and exchange-traded fund data on the market powers the customizable screening, peer analysis, and reporting tools in Morningstar ® Traded Fund Center. Covering nearly 100% of the world’s ETFs and all U.S. and U.K. closed-end funds, this web-based software delivers intraday net asset value (NAV) estimates every 15 minutes. Proprietary peer group indexes support comparisons of funds and peer groups. Investment banks, broker/dealers, asset management firms, and institutional investors
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use Traded Fund Center for evaluating funds, analyzing competitors, and identifying investment opportunities. New features include analyst research and ratings for U.S. closedend funds, as well as a report to calculate correlations and betas across closed-end funds, ETFs, indexes, and portfolios to develop hedging strategies.
Request a free trial global.morningstar.com/TradedFundCenter
Correlation Reports by Ticker or Cross-Portfolio
Morningstar Annuity Research Center Variable annuity competitive intelligence.
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Morningstar ® Annuity Research Center is the only software that combines in-depth sales, flow, and asset reporting with timely variable annuity product data. More than 20 years of product structure and market information offers an unparalleled view into the industry. Annuity issuers, asset management firms, actuarial consulting firms, broker/dealers, and equity research analysts rely on it for competitive analysis, product development,
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board reporting, and market intelligence. Newly redesigned PDF reports make it easier to access information including expanded data for the number of contracts sold and in force. It’s also faster to filter key filings within the center’s SEC Filings Library.
Learn more about this software global.morningstar.com/ AnnuityResearchCenter Quick Filtering and Categorization of SEC Filings
http://global.morningstar.com/EnCorr
http://global.morningstar.com/TradedFundCenter
http://global.morningstar.com/AnnuityResearchCenter
http://global.morningstar.com/AnnuityResearchCenter
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
https://www.nxtbookmedia.com