Morningstar 2011/2012 - (Page 48)

48 Advisory, Retirement, and Portfolio Management Services Investment Advisory Services Customized investment solutions for the institutional market. 3 Comprehensive investment strategies built on award-winning research 3 Expert manager analysis and portfolio construction Morningstar Investment Management is a leading provider of institutional investment advisory and management services for asset management firms, broker/dealers, insurance providers, and investment fiduciaries. Guided by independence and a mission to put the needs of investors first, we deliver sophisticated research and methodologies, expert advice, and prudent subadvisory support to help firms reach new markets and maintain a competitive edge. Drawing on our core capabilities in asset allocation, portfolio construction, and manager research, we work closely with clients to craft timely, multi-product investment strategies tailored to meet their unique needs. In response to continued concerns over turbulent market conditions, one of our latest initiatives is focused on managing risk. Our Controlled Volatility Overlay proactively adjusts a portfolio’s equity exposure to account for changes in market volatility. This strategy, particularly useful for insurance companies seeking a cost-effective hedge against sudden and severe dips in the market, can be embedded into any portfolio with equity exposure to help limit downside risk. Our latest proprietary research on the momentum effect reveals that recent market performance can be a meaningful indicator of future short-term investment returns. Our new Momentum Strategy portfolios put that research into practice to help investors benefit from and stay properly positioned in response to market trends. Comprehensive Services Built on Proven Expertise Asset Allocation Portfolio Management Manager Evaluation Board Fiduciary Services Sophisticated asset allocation principles backed by institutional investment research 3 3 3 3 3 Customized portfolio strategies that we build, manage, and monitor 3 3 3 3 3 3 3 Manager selection and due diligence across a range of investment types and mandates 3 3 3 Fiduciary support for investment committees, managers, and trustees 3 3 Capital markets assumptions Strategic/tactical methodology Lifetime Financial Advice Controlled Volatility Overlay Liability-driven investing Risk based (strategic, active, tactical) Multi-strategy (active, passive) Alternatives Income Global allocation Tax sensitive Target date Manager search Select lists Investment monitoring and reporting Customized peer groups Consultative support 3 15(c) reporting Marketing Support An experienced team of marketing and design professionals can assist clients in creating customized campaigns for advisors, sales teams, and individual investors. 

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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