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| | | | Morningstar Advantages | | | Morningstar® Investment Profiles™ are an efficient way to deliver comprehensive and expertly designed communications that educate and inform investors about available investment options. Morningstar’s experience in data collection, analysis, and investor communications makes Investment Profiles a reliable and affordable alternative to creating documents in-house. In addition, Morningstar provides an objective perspective that supports a higher level of investor confidence, awareness, and involvement. | | |
| | | Consistent information: Data and analysis across investment types | | |
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| | | Investment Profiles are available for just about any investment type, including private funds, allowing investors to easily compare investment options. Each Investment Profile includes the key performance, portfolio, and operations information necessary to help investors and advisors evaluate a firm’s offerings. | | | | | Design expertise: Accessible, easy-to-understand information | | |
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| | | For more than 20 years, Morningstar has been focused on making complex financial data accessible and easy to use, because we believe this empowers people to make more intelligent investment decisions. Investment Profiles and Guides embody this belief, with clear graphs, charts, and a layout that turn raw investment data into actionable information. | | | | | Multiple channels: Different formats for different media | | |
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| | | Investment Profiles can be provided in various formats, including web-based and PDF. This makes it easy to create both print and electronic communication materials—and deliver those materials through the medium most appropriate for the audience. Each format is available for monthly, quarterly, semiannual, or annual updates, and PDF pages are available on demand. | | | | | Dedicated product teams: From consultation to implementation | | |
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| | | Morningstar’s product team is available to consult with clients on strategic business initiatives to determine how Morningstar can help achieve their goals. The team is experienced in investment information, technology, and support—with the expertise to manage every aspect of the project, from inception to delivery. | | | | | Production capabilities: Morningstar handles every detail | | |
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| | | Morningstar handles all aspects of production—from data collection to design and delivery—so internal resources stay focused on what they do best. Our Investment Profiles meet Department of Labor requirements and are FINRA-reviewed, with all the disclosure needed for immediate distribution. |
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