Morningstar 2011/2012 - (Page 7)

+ 1 866 374 – 8800 global.morningstar.com 7 7 Rick Mason, President, Corporate Markets, ING U.S. Retirement Rick Mason sits in ING’s state-of-the-art 475,000-square-foot Retirement Headquarters, one of the largest single office structures built in the Greater Hartford, Connecticut area in two decades. ING Has Used Morningstar Products Since 2002 Investment Management Investment Advisory Services Retirement Solutions Subadvising on exchange-traded fund portfolios, plus model portfolio and retirement plan lineup consulting, due diligence, and fiduciary responsibilities Investment advisory service managing retirement plan accounts on the Morningstar ® Retirement Manager online platform SM Data Communications Morningstar ® Data Morningstar ® Investment Profiles TM Data feeds for global mutual funds, variable annuities, money markets, and private funds used in investor communications, web tools, and internal systems Mutual fund and private fund fact sheets in English and Spanish explaining investments to retirement plan participants ® Advertising via Morningstar.com, newsletters, and digital magazines Advertising Services Software Morningstar Direct SM Investment analysis platform used to conduct competitive research, run daily performance attribution analyses, create investment reports, build fund lineups, and develop plan proposals Asset allocation modeling software Tailored investment research platform to help ING advisors serve clients and generate new business Competitive analyses of variable annuity product and market data Web components built into internal investment management and sales functions for portfolio reporting and investor communications Morningstar ® EnCorr ® Morningstar Advisor Workstation ® SM Morningstar ® Annuity Research Center SM Morningstar ® Integrated Web Tools SM to stay nimble and tailor fund lineups based on participant needs. To meet those needs, ING uses Morningstar Direct to research and select funds throughout the proposal process. With access to data and analytics on 330,000 investments, ING’s investment teams can build fund lineups, compare investment opportunities, and enhance their portfolio offerings. “We are working together to deliver the most current and reliable investment information for our customers,” says Mason. SM A common language. When it comes to helping investors make the best decisions, ING understands that communication is key. Morningstar ® Investment Profiles helps ING educate investors and meet regulatory requirements with fact sheets featuring information about a fund’s holdings, including risk measures and fees. ”There’s a fundamental ability that Morningstar has in collecting and synthesizing this information into a common language that plan participants, sponsors, advisors, and providers can speak,” says Mason. That common language helps ING reach plan participants across the United States with customization that includes Spanish translation and support for private funds. TM One step ahead. As the retirement industry evolves, ING is working with Morningstar to advance its services, recently extending Portfolio Blueprint to health-care, education, and not-for-profit employers. Facing tighter regulations and shrinking staffs, many plan sponsors count on ING to stay one step ahead. “ING’s strong relationship with Morningstar is a reflection of how the retirement market has matured,” explains Mason. “We have a common goal to see participants save successfully for retirement. We focus all of our efforts on that.” 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. In the United States, the ING family of companies offers a comprehensive array of financial services to retail and institutional clients. http://global.morningstar.com http://www.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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