Morningstar 2011/2012 - (Page 61)

+ 1 866 374 – 8800 global.morningstar.com 61 Financial Charts and Presentations Client-ready communication resources for advisors. 3 Clear visualizations of market trends and investing concepts for client education 3 Ready-to-distribute materials for validating portfolio recommendations Our professionally designed financial communication materials are valuable resources for advisors to demonstrate key trends and set investment expectations with clients. A full suite of FINRA-reviewed formats includes printed charts, Microsoft® PowerPoint® presentations, and timely articles. Available for the United States, Canada, Mexico, and the United Kingdom, Morningstar ® Andex® Charts depict relationships between historical world events and market performance. With both handout and wallchart options featuring in-depth speaker notes, these richly detailed guides help advisors illustrate portfolio performance against market trends. Client-ready presentations in the Morningstar ® Principia® Presentations & Education library offer hundreds of slides on relevant investment concepts, with frequent content additions. This resource is available separately, or in the Principia Suite, our research software for independent advisors (see p. 58). The Ibbotson® SBBI® Print Kit features one of the industry’s most iconic images illustrating the growth of $1 invested in four major asset classes plus inflation since 1926. Including a poster, laminated prints, and tear-off chart pads, this kit helps advisors highlight the importance of long-term investing. View sample charts and images global.morningstar.com/SBBIKit andexcharts.com Wide-angle lens. Available for the United States, Canada, Mexico, and the United Kingdom, Andex Charts help clients understand how world events relate to market performance. Ready-made presentations. More than 200 slides explain relevant topics to investors, such as types of target-date funds.  http://global.morningstar.com http://global.morningstar.com/SBBIKit http://www.andexcharts.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

https://www.nxtbookmedia.com