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© 2012 Morningstar, Inc. All Right Reserved. Morningstar and the Morningstar logo are registered trademarks of Morningstar, Inc.
2012 Financial Communications Image Library
Table of Contents
3 Downturns and Recoveries 10 (# of Slides)
5 Exchange-Traded Funds* 12
7 Global Investing 19
11 Growth and Value Investing 11
13 Investing for Retirement 14
16 Investing in Commodities 10
18 Investing in Emerging Markets 16
21 Investing in Frontier Markets* 12
23 Target-Date Funds 10
25 Investor Behavior 19
29 Long-Term Investment Performance 9
31 Mutual Fund Investing 9
33 Portfolio Diversification 10
35 Portfolio Performance 7
37 Principles of Investing 11
39 Real Estate Investing* 19
43 Retirement Income 19
47 Risk and Volatility 14
50 Role of Immediate Annuities in Retirement 11
52 Sector Investing* 15
55 Stocks and Bonds 13
58 Taxes and Investment Performance 7
60 Understanding Deferred Annuities 14
* Available July 2012
Page # Presentation Title Page # Presentation Title
Downturns and Recoveries 3
Downturns and Recoveries 4
Exchange-Traded Funds 5
Exchange-Traded Funds 6
Global Investing 7
Global Investing 8
Global Investing 9
Global Investing 10
Growth and Value Investing 11
Growth and Value Investing 12
Investing for Retirement 13
Investing for Retirement 14
Investing for Retirement 15
Investing in Commodities 16
Investing in Commodities 17
Investing in Emerging Markets 18
Investing in Emerging Markets 19
Investing in Emerging Markets 20
Investing in Frontier Markets 21
Investing in Frontier Markets 22
Target–Date Funds 23
Target–Date Funds 24
Investor Behavior 25
Investor Behavior 26
Investor Behavior 27
Investor Behavior 28
Long-Term Investment Performance 29
Long-Term Investment Performance 30
Mutual Fund Investing 31
Mutual Fund Investing 32
Portfolio Diversification 33
Portfolio Diversification 34
Portfolio Performance 35
Portfolio Performance 36
Principles of Investing 37
Principles of Investing 38
Real Estate Investing 39
Real Estate Investing 40
Real Estate Investing 41
Real Estate Investing 42
Retirement Income 43
Retirement Income 44
Retirement Income 45
Retirement Income 46
Risk and Volatility 47
Risk and Volatility 48
Risk and Volatility 49
Role of Immediate Annuities in Retirement 50
Role of Immediate Annuities in Retirement 51
Sector Investing 52
Sector Investing 53
Sector Investing 54
Stocks and Bonds 55
Stocks and Bonds 56
Stocks and Bonds 57
Taxes and Investment Performance 58
Taxes and Investment Performance 59
Understanding Deferred Annuities 60
Understanding Deferred Annuities 61
Understanding Deferred Annuities 62