Morningstar 2011/2012 - (Page 36)

36 Investment Data, Market Data, and Indexes Morningstar Indexes All major asset classes from one trusted source. ® 3 Constructed for pure exposure to each asset type 3 Ideal for benchmarking and building distinct investment products Morningstar’s growing line of 170+ indexes represents all major asset classes including equities, bonds, and alternative investments, plus asset allocation indexes for developing and evaluating target-date and target-risk funds. Constructed based on Morningstar’s research and transparent methodologies, our indexes continue to evolve to accommodate a spectrum of investment strategies. Clients such as exchange-traded fund providers and other asset management firms work with our team of experts to create distinct, investor-focused products based on our indexes. Morningstar ® Indexes also serve as a precise benchmarking resource. Our indexes often incorporate ideas introduced by thought leaders at Morningstar. For example, the Morningstar ® Dividend Yield Focus Index leverages our equity research methodology and metrics to provide investors with exposure to high-quality, income-producing securities. SM Another example is the Morningstar ® U.S. Market Factor Tilt Index, designed to take advantage of market anomalies in which small-cap and value-oriented stocks tend to outperform over the long term. This index seeks to capture both value and size premiums. SM An expanded Alternative Index family offers unique opportunities to reflect the performance of broad commodities, commodity sectors, managed futures, and hedge funds. View index data and sign up for market updates indexes.morningstar.com More than 170 Indexes Representing Every Major Asset Class Equity Indexes Style Family Tracks the U.S. and European markets by capitalization and investment style using a rules-based, 10-factor methodology Fixed-Income Indexes Fully investable indexes representing the U.S. and global bond markets by sector and term structure Sector Family Using a three-tiered classification system, groups U.S. companies by volatility and industry Alternative Indexes Indexes that employ strategic combinations of long futures, short futures, and cash; sector indexes that apply long futures; indexes that offer diversified exposure to exchange-listed futures contracts; and indexes reflecting the hedge fund industry Global Equity Family Includes a broad non-U.S. market index, a developed market index, and an emerging market index covering equities from a total of 46 countries Equity Income Family Indexes tracking income-generating equities including dividend-paying stocks and Master Limited Partnerships (MLPs) Asset Allocation Indexes Includes the Morningstar ® Lifetime Allocation Indexes, available in five-year increments across three risk profiles (aggressive, moderate, and conservative), and the Morningstar ® Target Risk Indexes, aggregating equity market risk levels ranging from aggressive to conservative Active Equity Family Analyst-driven indexes including the Morningstar ® StockInvestor Core Index and the Morningstar ® Wide Moat Focus Index SM SM  http://indexes.morningstar.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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