Morningstar Catalog 2010/2011 - (Page 31)

+ 1 866 374 – 8800 global.morningstar.com 31 Ibbotson Associates Investment and advisory services built on innovative research. 3 Groundbreaking retirement services featuring guaranteed product benefits Proprietary Methodologies and Research Support Core Capabilities 3 Custom target-maturity portfolios based on employee demographics 3 Annual conferences uniting academic and industry leaders Ibbotson Associates is a leader in asset allocation research, with more than three decades of experience advising some of the world’s largest firms. Its in-house research team continuously generates new theories, enhances methodologies, and determines best-practice applications to support its core consulting capabilities. Consultants work directly with asset managers, broker/dealers, and retirement plan providers and sponsors to create asset allocation models, select managers, and construct optimal portfolios that meet a client’s specific needs. Helping reinvent the approach to retirement investing for financial institutions and advisors, Ibbotson offers Lifetime Financial Advice. This holistic wealth management solution is built on Ibbotson’s research and methodology to address mortality risk and longevity risk by providing an appropriate allocation to traditional assets, life insurance, and guaranteed income annuities. Retirement portfolios are constructed based on a patented process that incorporates Ibbotson’s award-winning research on human capital as well as financial capital to unify asset class decisions with guaranteed product benefits. To help simplify the retirement investment process, Ibbotson has created custom target-maturity portfolios. These portfolios are developed using a plan’s demographics and existing investment menu. The portfolios define an appropriate asset mix and provide sound diversification, incrementally adjusting the amount of risk based on a participant’s retirement date. 33 Asset Allocation 3 Alternatives 3 Income 3 Tactical 3 Target-Maturity 3 Target-Risk 3 Tax-Efﬁcient 3 With Annuities 3 With Life Insurance 3 3 3 3 Portfolio Construction Active and Passive Strategies Alpha-Tracking Error Optimization Risk Budgeting Sector Analysis 3 3 3 3 Manager Selection Alpha/Beta Separation Customized Benchmarks Proprietary Quantitative Techniques Qualitative Research Innovative Methodologies Alpha-Tracking Error Optimization Asset Allocation with Alternatives Liability-Driven Investing Lifetime Financial Advice Tactical Asset Allocation Target-Maturity Allocations Proprietary Research Asset Allocation with Annuities Asset Allocation with Life Insurance Savings Rate Guidelines Stocks, Bonds, Bills, and Inﬂation® (SBBI®) Ibbotson leverages the most appropriate elements of its capabilities to create unique client solutions. 3 3 3 3 Asset Class Models Custom Target-Maturity Portfolios Funds of Funds Participant Advice and Managed Accounts 3 3 3 3 Retirement Income Solutions Risk Tolerance Questionnaires Select Lists Wrap Programs http://global.morningstar.com

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Contents
Legg Mason
T. Rowe Price
E*TRADE
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
ING
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs
Morningstar.com®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011

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