© 2009 Morningstar, Inc. All rights reserved. Morningstar Direct SM Single Source Research Solution...

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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: information@morningstar.comPhone: 866-910-0840

Brian WestSales Director – Consultants/Wealth

ManagersTel: 312-384-4983Email: brian.west@morningstar.com

Andrew SmallSales Director – Asset ManagementTel: 312-384-3938Email:

andrew.small@morningstar.com

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