Morningstar® Investment Illustrator™

For AdvisersIllustrate individual investments or investment portfolios based on actual historical performance.Show portfolio or investment performance versus a benchmark or competing investment line-up.Create a compliant presentation backed with a selection of Morningstar Reports.

For InstitutionsDeployment drives adviser traffic to firm’s Web site.Provides sales staff with a means to easily illustrate product benefits.Integrates with other systems, including CRM, to track the effectiveness of presentations on a client-by-client basis.

Now, with Global CapabilitiesInclude international data andsecurity types in proposals.Interact and present from the user-interface in a variety of languages and currencies.Forge a consistent sales process around the globe through a single deployment hosted by Morningstar.

Provide a Comprehensive Proposal on a Particular Investment or Investment PortfolioUsed by over 70,000 investment professionals around the world, the Morningstar® Investment Illustrator™ is an essential tool to assist in the presentation of a specific investment or a diversified portfolio.

The Illustrator allows investment professionals, product manufacturers, sales personnel and advisers to create customised proposals based on a variety of situations — selling, advising, recommending, or adjusting a strategy.

Effective Presentations Suit the Task at HandThe Investment Illustrator offers a means to communicate a myriad of different investment situations. Using a step-by-step approach to defining the investment task at hand, it allows the user to create the most appropriate illustration to support their point through the selection from a range of proprietary Morningstar Reports.

Evaluate Investment QualityCenter the discussion on the historical merits of an investment beyond just returns, focus on the stability of an investment, its strategy and track record.

Present Investment ScenariosCreate a variety of scenarios to show how a particular investment or portfolio performs in those situations. Specify fee and rebalancing options.

Discuss Performance Over TimeUse the hypothetical to present performance metrics over any given time period.

Illuminate the Benefits of DiversificationShow the role a particular investment can play in a portfolio by looking at asset class diversification, sector and geographic concentration, among others metrics.

Compare an Investment Or Line-Up To Its PeersIllustrate how a certain portfolio or investment performed versus its peers during any given time period.

Discuss Risk and Market VolatilityUsing various proprietary metrics, discuss the risks and rewards of any investment or portfolio.

Firm Level FlexibilityInvestment Illustrator has proved to be an essential tool for asset managers, banks, and platform providers alike.

It provides a consistent means of presenting product and portfolio proposals across an organisation, in addition to ensuring regulatory compliance.

The smart design and architecture of Morningstar’s Investment Illustrator, make it easy for a firm to tailor the application to meet its unique needs. Customise the user-interface to align with existing processes or systems, or incorporate firm-level methodology and business rules into the process flow. Through ‘super user’ capability, home office or management staff can configure the application and product access quickly and easily.

Some common ways this creates efficiency includeManage default settings to decrease the time it takes to complete an illustration.Provide incentive to top producers or heavy users by offering a more valuable experience. Show them more data, or give them more report options.Create illustrations at the firm level and push them out to the field as a means to train on sales ideas.Track user activity to evaluate the impact of a deployment.

The Investment Illustrator also gives firms a competitive advantage that goes well beyond selling a particular product. Incorporate your brand identity, logos, and marketing messages on all of the reports and client-facing material.

Choice of Presentation DeliveryThe Investment Illustrator delivers consistent proposals with simple, client-centered graphics. Backed with Morningstar’s world-class reports, advisers can choose what they present to their clients, and rest assured they are providing the appropriate disclosures. Firms can choose to brand these output reports with their company image, or marketing message to deliver further consistency at point of sale. Report options include:

Historical Performance ReportIllustrate how a recommended investment or investment portfolio would have performed given a specific investment scenario. Highlight the performance of an investment in comparison to competing funds or to a chosen benchmark.

Investment Detail TM ReportThis single page report includes a summary of operations, performance, style and portfolio data for a recommended investment.

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Morningstar® Investment Illustrator™

© 2012 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. To the extent that any of this information constitutes advice, it is general advice and has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 and/or Morningstar Research Limited (subsidiaries of Morningstar, Inc.) without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. Neither Morningstar, nor Morningstar’s subsidiaries, nor Morningstar’s employees can provide you with personalised financial advice.  To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Please refer to our Financial Services Guide (FSG) for more information www.morningstar.com.au/fsg.asp

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Application Interface and Client Reports

Portfolio X-Ray TM ReportDeconstruct a portfolio ‘at-a-glance’ and analyse asset allocation, investment style, stock sectors, geography and top holdings.

Portfolio Snapshot TM Report One of the most frequently used Morningstar Reports, the Snapshot provides data on performance, risk, fundamental analysis and performance versus a relevant benchmark.

Stock IntersectionTM This illuminating report compiles the underlying holdings of each of the positions in a client’s portfolio to determine the actual exposure to individual stocks.

Withdrawal and Distribution and ReportShow the source of all portfolio income including principal, capital gains or income distributions and then graph what the source of a particular withdrawal was.

Take ActionFor more information on Morningstar Investment Illustrator, or to receive a demonstration of the product’s capabilities, please contact the Morningstar Sales Team on +61 2 9276 4445 or email sales.au@morningstar.com

Custom Marketing Page and Investment Illustration

Investment Search

Report Options