Morningstar 2011/2012 - (Page 3)
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Darren Tedesco, Managing Principal, Innovation and Strategy, Commonwealth Financial Network Darren Tedesco sits outside Prince Postale, a unique business in Boston’s North End that combines a shipping and locksmith service with a soda counter offering burritos and coffee.
Commonwealth Has Used Morningstar Products Since 1999 Software Morningstar ® Advisor Workstation
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Tailored investment research platform offered via Commonwealth’s customized client management system Investment analysis platform used to develop and monitor model fund of funds portfolios Variable annuity research tool with plain-English reports that advisors use to educate clients and prospects, as well as for suitability and compliance Flexible investment research and portfolio management software Resource within Advisor Workstation that offers access to independent analyst research on stocks, mutual funds, exchange-traded funds, corporate debt issuers, and IPOs Consulting on asset allocation models referenced as a guide by Commonwealth advisors who manage their own portfolios, as well as by trading and distribution groups in the home office Data feeds for stocks, mutual funds, exchange-traded funds, closed-end funds, separate accounts, variable annuities, and 529 college savings plans to support proprietary advisor platforms
Morningstar Direct
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Morningstar ® Annuity Intelligence
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Morningstar ® Principia® Investment Research Morningstar ® Analyst Research Center
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Investment Management
Investment Advisory Services
Data
Morningstar ® Data
right in the system. “Advisors gain productivity and efficiency that they would not be able to achieve with any of our other tools for researching mutual funds, exchange-traded funds, or stocks,” describes Tedesco. Immediate credibility. Commonwealth advisors use Advisor Workstation to prepare asset allocations, set up watchlists, and more. “Whether evaluating risk vs. reward, industry/sector exposure, or tax ramifications,” explains Tedesco, “Morningstar analysis gives advisors one more arrow in their quiver for making intelligent decisions—not just about
a single stock or fund, but extrapolated across portfolios.” Commonwealth’s advisors realize that Morningstar reports help clients understand how their portfolios are structured. “When our advisors hand Morningstar reports to clients,” says Tedesco, “it gains them immediate credibility because clients who are investment savvy know the Morningstar name.” Style-pure choices. At its home office, Commonwealth uses Morningstar data feeds and the investment analysis platform, Morningstar Direct. The firm works in it daily to develop and monitor model fund of
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funds portfolios. “Morningstar Direct allows us to analyze the underlying stocks a mutual fund holds over time,” describes Tedesco. “It helps us find investment choices that really are what the investment managers say they are.” A new world. While Commonwealth keeps its advisors happy, it’s happy with the help it gets from Morningstar. “Morningstar reaches out to discuss our needs and explore new opportunities,” says Tedesco. “That’s been a breath of fresh air compared with the world around us.” 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.
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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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