Morningstar 2011/2012 - (Page Cover2)
Illuminating investing worldwide.
Hear from Morningstar clients like Transamerica’s John Carter page 8
Asset allocation feature in Morningstar Direct for modeling non-normal returns page 15
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Custom applications for monitoring the markets in real time page 35
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2 Commonwealth Financial Network Commonwealth’s client management system integrates Morningstar tools and reports to help its advisors gain credibility with clients. The Hartford When The Hartford ventured into the mutual fund business, it sought Morningstar analytics for developing and positioning its products. ING Supporting more than 5 million plan participants, ING works with Morningstar to design innovative retirement services. Transamerica Morningstar creates products for Transamerica’s asset management group while helping one of its sales groups connect with advisors. Institutional Software
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Custom Software and Services
25
Investment Data, Market Data, and Indexes
12 16 16 16
Morningstar Direct
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18 21 21 22 23 24
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Morningstar ® EnCorr ® Morningstar ® Traded Fund Center
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Morningstar ® Advisor Workstation
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26 28 30 32 33
Morningstar ® Data Morningstar ® Data for Funds and Stocks Morningstar Data Quality Morningstar ® Data for Commodities Morningstar Real-Time Data and Morningstar ® QuoteSpeed
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Morningstar Analyst Research Center
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Morningstar ® Annuity Research Center
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Morningstar Portfolio Builder
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Morningstar ® Enterprise Data Management Morningstar ® Integrated Web Tools
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36
Morningstar ® Indexes
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Morningstar Annuity Intelligence
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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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