© 2009 morningstar, inc. all rights reserved. morningstar direct sm single source research solution...
TRANSCRIPT
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© 2009 Morningstar, Inc. All rights reserved.
Morningstar DirectSM
Single Source Research Solution
Andrew Small- Regional Sales Director
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Overview of Morningstar Direct
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Breadth of Global Data
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Investment Scorecard
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Peer AnalysisPeer Analysis
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Performance Attribution
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Holdings and Returns Based Style Analysis
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Document Library
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Notes Manager
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Fund Flow
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Asset Allocation
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Total Portfolio Attribution
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Portfolio Analysis
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Presentation Studio
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Presentation Studio: Sample Output
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Morningstar Direct Capabilities for Asset Managers
Product Management, Business Development, Reporting
× Presentation Studio (Pitch books and factsheets with publishing option)
× Asset Flows & Market Share
× Peer Group Analysis
× Holdings analytics: portfolio attribution and holdings-based style analysis
× Sub Advisory/Fund of Fund/VA/Brokerage availability opportunities
× Line-Up or Peer Group Reporting
× Morningstar Publications
Portfolio Management× Fundamental Company Database
× Attribution
× Real-time Data
× Advanced Optimization Methodologies
× Automated Custodian/Back Office File Imports
× SEC Filings
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Morningstar Direct Capabilities for Institutional Investors
Manager Search and Due Diligence
× Manager Data
× Global Investment Databases (HF, SA, ETF…)
× Investment Scorecard and Peer analysis
× Performance Attribution
× Holdings-and Returns Based Style Analysis
× Analyst Commentaries: Investments and Markets
× SEC Filings (Document Library)
× Notes Manager
Portfolio Management× Asset Allocation
× Portfolio Construction: Holdings and returns based optimization
× Total Portfolio Attribution
× Portfolio Analysis
× Automated Custodian/Back Office File Imports
× Report Portal (distribution option for consultants)
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For more information
Visit: http://global.morningstar.com/MorningstarDirect
Email: [email protected]: 866-910-0840
Brian WestSales Director – Consultants/Wealth
ManagersTel: 312-384-4983Email: [email protected]
Andrew SmallSales Director – Asset ManagementTel: 312-384-3938Email:
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