Morningstar 2011/2012 - (Page 68)
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Investor Websites and Publications
I get my investing information from lots of sources, but I don’t make any buy or sell decisions until I’ve consulted with Morningstar.
Dan H., Morningstar.com Premium Member Since 2000
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QUICK FACTS
Used For Portfolio management Financial planning Market and investment updates Investment research and education
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Key Premium Membership Features All of the data and content on Morningstar.com,® plus: Morningstar Analyst Reports Morningstar ® Stewardship Grades Morningstar Rating for stocks and buy/sell prices Advanced Portfolio Manager tools Portfolio Monitor personalized statements Premium Stock and Fund Screeners
SM TM
Personalized portfolio management. Users can securely import data from their brokerage accounts to Portfolio Manager on Morningstar.com for real-time analysis.
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Investment Data Closed-end funds Corporate bonds Exchange-traded funds Open-end funds Options Stocks Treasuries 529 college savings plans Support Online support Customer service representatives available by phone
Helpful investing tips. Educational articles, videos, and tools help individuals optimize their portfolios and save to meet their long-term goals.
33 In 2012, updates to the popular Portfolio Manager application will allow Premium Members to link securely to all of their active brokerage accounts. This new real-time dashboard of accounts will provide an immediate picture of an investor’s holdings with the latest pricing data alongside Morningstar ratings and analysis, making it nearly effortless for users to manage their investments. A comprehensive 12-point Portfolio X-Ray ® tool helps individuals ensure that their
portfolios are properly diversified. Members can personalize Portfolio Manager by adding their own notes and customizing views, alerts, and indexes. And now, with Portfolio Monitor, Premium Members can receive a complete report on their investments delivered monthly or on demand. Portfolio Monitor features detailed performance metrics, analysis, and insights to help investors meet their goals. The tool quickly pinpoints a portfolio’s strengths and weaknesses with a breakdown of current asset, sector, region, and investment style
allocations, as well as a digest of all the related Morningstar Analyst Reports available. Designed to provide investors with a complete resource to help them improve their portfolios, Morningstar.com® is also a major source for new investment ideas. Timely commentary and research from our analysts, as well as fund managers, executives, and other leading figures in the financial industry, help individuals make more informed investment decisions and identify potential opportunities in the market.
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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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