Morningstar Media Kit 2018
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2018 Morningstar Media Kit
Simplify Your Media Planning With Morningstar We provide opportunities across a number of media properties and conferences targeted to high-net-worth investors, advisors, and institutional investors. We have decades of experience delivering messaging to an engaged, investing-minded audience.
Table of Contents
2 Site Statistics and Audience Profiles
8 Digital
32 Print
40 Events
44 Global
1
10.9 million 250,000 118,571
Individuals served Financial advisors Premium Members
served on Morningstar.com
®
Site Statistics and Audience Profiles Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Your message and our brand recognition help you reach engaged investors looking to make educated investing decisions. 9 million 37 27 Registered users Websites Countries on Morningstar.com worldwide
Reaching Individual Investors Morningstar.com is our site for individual investors looking to discover new investments, build/upgrade a portfolio, monitor investments, and view real-time market data. Morningstar offers an independent voice supported by more than 318 analysts who provide continuous investment coverage and commentary. Site Statistics Average monthly page views 32 million Average monthly unique visitors 1.4 million Average time spent per visit 27 minutes Mobile visits per month 20% Source: comScore 2017 YTD, mobile number from Google Analytics 2017 YTD 4
Individual Investor Demographics
Premium Members Basic Members
Average Household Income Average Portfolio Size Average Household Income Average Portfolio Size
$215,843 $1,649,925 $148,709 $1,056,294
Annual Household Income Annual Household Income
1.3% < $25,000
4.3% < $25,000
1.0% $25,000–$34,999
3.9% $25,000–$34,999
2.8% $35,000–$49,999
7.7% $35,000–$49,999
10.4% $50,000–$74,999
16.5% $50,000–$74,999
13.0% $75,000–$99,999
16.9% $75,000–$99,999
27.1% $100,000–$149,999
24.4% $100,000–$149,999
24.9% $150,000–$249,999
16.9% $150,000–$249,999
13.3% $250,000–$499,999
6.5% $250,000–$499,999
6.3% > $500,000
3.0% > $500,000
Size of Investment Portfolio (%) Size of Investment Portfolio (%)
< $25,000 0.9 < $25,000 6.5
$25K–$49K 0.7 $25K–$49K 3.4
$50K–$99K 1.8 $50K–$99K 5.3
$100K–$249K 5.5 $100K–$249K 11.0
$250K–$499K 9.7 $250K–$499K 15.3
$500K–$999K 19.8 $500K–$999K 21.3
$1M–$1.999M 26.3 $1M–$1.999M 20.2
> $2M 35.3 > $2M 17.0
Perspectives From 2017 Investor Survey
“Morningstar.com is by far the most useful, convenient, and “For me, the biggest thing is trust. I definitely trust Morning-
objective market tool that I know of. I would credit much of star, and have done so for all the years I’ve invested. It is my
my investment success to information they have provided! ” most trusted, respected source of investment information. ”
Source: 2017 Morningstar Individual Investor Survey 5
Reaching Financial Advisors We offer three ways to reach our advisor audience: Morningstar.com, Morningstar magazine, and the Morningstar Investment Conference. We can help place your message in front of advisors who are actively looking for tools to research, analyze, present, and support their recommendations. Advisor Statistics Registered advisors 250,000 Average assets under management $274 million Average number of clients 213 Refer their clients to Morningstar 54% Source: 2017 Morningstar Advisor Survey and Quarterly Company Statistics 6
Financial Advisor Demographics
Type Assets Under Management (%)
15.3% Broker/Dealer: Independent $1B 4.2
I do not manage assets 10.5
Prefer not to say 9.3
Compensation Method Perspectives From 2017 Morningstar
Advisor Survey
6.4% Commission Only
33.0% Fee Only
“I have used Morningstar Reports
42.6% Fee and Commission for over 25 years to validate my
investment suggestions to my clients.
15.9% Salary
The independent reputation of
2.1% Other
Morningstar lends credibility to my
presentations and a sense of comfort
to my clients.”
“Morningstar is invaluable to my
practice. I don’t know what I’d do
without it.“
Users Who
Use Morningstar software platforms 64.3%
Own or are their firm’s decision-maker 67.0%
Have visited Morningstar.com for 5 + years 94.0%
Source: 2017 Morningstar Advisor Survey 7
Digital We help you develop programs that reach your target audience—whether it’s a branding campaign, product launch, or thought-leadership distribution. We have a unique approach to developing the right solutions for you.
A Brand New Morningstar.com®
We’re rebuilding our site from the ground up to provide a
simpler, streamlined experience for individual investors
and advisors. All of the changes are focused on delivering the
best of Morningstar to our users.
Improved Content Curation New Advertising Opportunities
We’re redesigning Morningstar.com to support the investing tasks Today Page: The new home page for Morningstar.com will
that Morningstar is distinctly positioned to serve: evaluating provide a powerful buyout experience. With a leaderboard,
and discovering new investments, building/upgrading a portfolio, homepage video center, and half page and rectangle
and monitoring investments and the markets. The independent options, your message will be more visible. Editorial events will
analysis and data investors rely on will be organized in a more be better surfaced for monthly sponsorship opportunities.
relevant and useful way.
Data Reports and Articles: Key data and research will appear all
Updated Site Functionality on one page, making it easier for investors and advisors to
p M
orningstar.com will be responsive so your message reaches find what they need. Time spent on these pages will likely increase,
across all devices—desktops, tablets, and mobile phones. keeping the investor or advisor engaged with our content and
p S
ticky ads will remaining in view as the user scrolls down your message. All content has been organized in a way to encour-
the page. age continuous scrolling of our pages, making any unit above or
p S
afeFrame technology adds a layer of security for advertisers below the fold a valuable one. As part of this enhanced design we
and publishers. have also added horizontal content modules on the data report
pages. These new content modules fit into the workflow of the
page for a more integrated feel.
1011
Targeting Capabilities and Online Ad Units
A
A
C
B
B
D
B
D
Core Audience Standard IAB Units
Individual investors, basic and Premium Members of A Leaderboard 728 x 90
Morningstar.com, and financial advisors B Rectangle 300 x 600, 300 x 250
C Button 120 x 60, 88 x 31
Investment-Specific Targeting
Locates users who are monitoring or researching specific D Text Link 65 characters
investments.
p Investment category and editorial keyword targeting Custom High-Impact Units
Intro Ad 760 x 500
Workflow Targeting Content Distribution Modules Custom
Identifies investment and recommendation pathways where users
make purchase decisions.
p Editorial, tools, and data channels
Geo-Targeting
Directs your message to users determined by:
p City, designated market area, or country
12Data Report Sponsorship
A A
C B
D
B
D
Investors and advisors dedicate much of their research For total ownership, a leaderboard, rectangle, or half page unit can
time to our data report pages. Sponsoring your own be added to the program. This is a popular tactic for high-exposure
report pages helps you reach prospects when they are much branding initiatives.
closer to making an investment decision.
These data pages also provide areas for content distribution,
allowing the advertiser to share thought leadership, white papers,
and fund manager commentary specific to each ticker.
13Advisor-Focused Opportunities
At Morningstar, we have several multifaceted advisor-focused
sponsorship opportunities. These programs offer thought
leadership and content distribution to our select audience.
Also, for 2018 we have added a new advisor hub on 2018 Advisor Sponsorhip Opportunities Available:
Morningstar.com. For years MorningstarAdvisor.com has been a p Collateral distribution program
standalone website, but we have now integrated it onto p Portfolio watchlist sponsorship
the Morningstar.com platform. This move provides advisors with p Quarter-end review package
seamless access to practice management content, in-depth p Advisor Talking Points with Christine Benz
investment commentary, and other advisor-focused resources
critical to their daily workflow.
14Morningstar—Advisor Portal
15Advisor-Focused Opportunities
Collateral Distribution Program In addition to the resource center, we’ll also provide an
Let Morningstar.com serve as an extension of your sales team. advisor-targeted link on each of your tickers to direct advisors
Advisors use Morningstar.com to conduct pre-purchase research back to your site.
and analysis before recommending investments to their clients.
*Program requires a 12-month, non-cancellable commitment, and
p Put your sales materials directly into the hands of advisors as is only available to asset managers directly (the program cannot be
they conduct fund-related research purchased through advertising agencies).
p Give interested advisors seamless access to your sales managers
as they’re making fund selections
p Includes static and dynamic links that update with ticker
16Portfolio Watchlist Sponsorship This sponsorship will include:
Reach advisors or investors as they monitor specific holdings in p Portfolio Manager sponsor unit
their portfolio. The watchlist sponsorship allows advertisers p Feature page with client sponsored watchlist of Morningstar
to present a selection of their investment picks in our Portfolio data reports embedded in portfolio tool
Manager tool. The content module serves as a microsite p Content module (100% client content)
where advertisers can provide thought leadership and additional p 300x600 display unit
education materials.
17Advisor-Focused Opportunities
?
Market Outlook
Q2 2017
Morningstar, Inc. Talking Points
× The S&P 500 gained 3.09% during the second quarter.
Contents
1 Talking Points × Healthcare, financial services and industrials stocks outperformed during the quarter.
2 Stock Market Outlook:
Equity Valuations Look Lofty
4 Second Quarter in U.S. Stock Funds: × Energy and communication services stocks finished the quarter in the red.
Growth on Fire
6 International-Stock Funds Continue to
Prosper × The market-cap-weighted price/fair value estimate ratio for our equity analysts' coverage universe is
8 Bonds In The Second Quarter: The 1.05, suggesting that the market overall is slightly overvalued.
Flattening
10 Index Returns
11 Fund Category Returns × Energy is currently the most undervalued sector, with a price/fair value estimate ratio of 0.96. Basic
materials remains the most overvalued sector, with a price/fair value estimate of 1.24.
× The large growth category led the pack this quarter among style-based fund categories, while small
value lagged.
× Most international-equity Morningstar Categories enjoyed strong gains during the quarter, with the
exception of Latin America stock funds.
× Long government funds led the fixed-income pack during the quarter.
Quarter-End Review Package Quarter-end review package schedule:
At the end of every quarter, Morningstar reflects on p Last week of March: 1st Quarter Review/Market Outlook
the market over the previous three months and identifies the best p Last week of June: 2nd Quarter Review/Market Outlook
opportunities for investors. Coverage includes a quarter-end review. p Last week of September: 3rd Quarter Review/Market Outlook
We also publish a series of 10-12 market outlook articles that p Last week of December: 4th Quarter Review/Market Outlook
outline our analysts’ take on various parts of the market and their
picks in each sector.
Package Components
p 1
00% SOV on all quarter-end-focused editorial content on
Morningstar.com for five days
p Home
page presence throughout the week, with
leaderboard and logo
Advisors Only
p Market Outlook PDF, promoted via email and on
Morningstar.com during the following quarter
p T
wo full page ads to sponsor in the PDF
18Page 2 of 9
?
Insights from the 2017 Morningstar Investment Conference | May 2017
Insights from the 2017 Morningstar Investment Conference
The Best Investments—Anywhere
Panelists from Dodge & Cox, Capital Group, and Moerus Capital
Management discuss where they are finding the best opportunities
around the globe.
Christine Benz’s Talking Points
May 2017
By Karen Wallace If you could go anywhere in the world to find attractive investment opportunities, where would you
Talking Points Published April 27, 2017 focus?
That'sare
× Most managers agreed that the U.S. stock and bond markets thefairly
question Kevin McDevitt,
or over-valued today.senior analyst in Morningstar's manager research group, posed to
panelists Charles Pohl of Dodge & Cox, Noriko Chen of Capital Group, and Amit Wadhwaney of Moerus
Capital Management.
× Equity managers from Dodge & Cox, Capital Group, and Moerus Capital Management are finding values
in emerging markets. Moerus Capital is interested in Turkey and Colombia, in particular.
Specifically, McDevitt asked, with valuations at elevated levels around the globe, where are they finding
× Dodge & Cox thinks the pharmaceutical industry—both in opportunity?
the developed and emerging markets—is
undervalued relative to other sectors and to historical valuations.
Contents Pohl said at Dodge & Cox they consider themselves long-term value investors, so they start with markets
1 Talking Points
2 The Best Investments—Anywhere
that &look
× Managers are finding value among global financials. Dodge Coxcheap on a relative,
is especially fond oflong-term
Europeanbasis.
banks,
4 A Flexible Approach to Fixed Income while Moerus Capital Management likes Italian banks, in particular.
6 What to Expect in the Bond Market "Emerging markets have lots of attractive stuff," Pohl said. "Pharma is under pressure, in developed and
× Managers of flexible-bond funds aren't overly concernedemerging markets.
about rising Valuations
interest [in pharmaceuticals]
rates, because they say are low relative to other sectors and relative to
that they have the ability to buy into idiosyncratic risk. history."
He also added
× Unconstrained bond-fund managers emphasized the importance that investors
of patience could gain emerging-markets exposure by investing in one of the many
and evaluating
performance over a full market cycle. developed-market pharmaceutical companies that have some exposure to emerging markets.
Pohl said
× Fixed-income managers from BlackRock, PIMCO, and Franklin financialexpect
Templeton stockstwo
have
oralso
threebecome
rate interesting post-global financial crisis. There was a huge
increases this year; next year is the real unknown. shock, followed by a tremendous regulatory burden, he explained. Regulators demanded improved
balance sheets and extra liquidity, but President Donald Trump is now interested in repealing some of
those regulations.
× Franklin Templeton thinks the market is too complacent about Addittothinks
inflation, which that the prolonged
could zero interest-rate environment, which has weighed on
top 3% in
the next 18 months. banks, but which we're starting to move away from.
"Financials started from low valuations," Pohl said. "You can see that the earnings progression will
× Emerging-markets debt is a good value today to managers from BlackRock, PIMCO and Franklin
improve, but the stocks are still undervalued because the financial crisis is fresh in investors' minds."
Templeton. Franklin Templeton is especially interested in Latin American debt. PIMCO sees Mexican
bonds as a good long-term value.
Chen also sees opportunity in emerging markets. There is growth in emerging-markets consumer
spending as well as increased trade among emerging-markets countries.
× BlackRock favors securitized assets; PIMCO likes housing-related bonds.
"While we do see attractive sectors, we focus on the companies. A lot of these political events give us
the opportunity to buy the companies we like at slightly cheaper valuations. There are a lot of global
Advisor Talking Points with Christine Benz The monthly series will include:
An educational thought leadership series with topics curated p Email sent to Morningstar’s advisor audience summarizing the
by Morningstar’s personal finance director, Christine Benz. Each topic with links to editorial and video commentary on
month, Benz and Morningstar’s editorial team publish a Morningstar.com
collection of articles for advisors. Topics revolve around investment p Talking-points PDF for advisors to use in their practice—also
trends that advisors can address with their clients. available for download on Morningstar.com
The articles and video commentary are then summarized in Sponsor opportunities:
an email sent to advisors to help them start the conversation with p 300 x 250 ad unit with possible content module in the
their clients. monthly email
p Five- to six-page PDF with logo and full-page ad for sponsor
p Digital presence on all talking-point content on Morningstar.com
p Digital presence in articles by Christine Benz on
Morningstar.com
19Content Distribution Modules
Make Morningstar your communication medium. Use our
content distribution modules to distribute your own content on
Morningstar.com
Content Distribution Module Options:
Deliver your content to Morningstar.com users consistently. p Data Reports: new horizontal content module in data reports
Our content distribution modules integrate the tools and materials p Articles
you provide into the workflow of investors and advisors. Our p As part of a center sponsorship
readers come to Morningstar.com for our independent perspective p As part of a fund report sponsorship
and unique content. Let them come to expect the same p Newsletters
quality perspectives, commentary, and thought leadership from you. p Research centers—button and text links
2021
Morningstar.com Today Page Buyout
Our newly redesigned Today page features current news
and our latest analysis delivered with our upgraded leaderboard
and rectangle units. The page introduces a number of
new features, including a dominant video player that rotates
new commentary daily, new Best Investments lists, and
Your Portfolio preview.
Take over Morningstar.com’s home page for an entire day. Placements:
Morningstar’s Today page buyout is a great opportunity p Today Page leaderboard
for branding and product launches or for pairing your message p Video rectangle
with market events. p Pre-roll (optional)
p Half page (optional)
p Rectangle
p Footer
2223
Morningstar Content Sponsorships
Content sponsorships align your brand or product with
Morningstar’s editorial events and investment centers.
Center Sponsorship Special Report Weeks
Firms can be the exclusive sponsor of an entire investment Our site editors produce content that addresses timely topics such
center on Morningstar.com. It’s a great way to gain exposure in the as retirement, tax planning, and college savings. This is an
most popular areas, while advertising investment-related product opportunity to align your brand directly with a particular topic or
offerings or advice. This opportunity includes a content distribution audience. Receive exclusive, 100% SOV sponsorship of a
module and 100% SOV in each investment center. week long editorial event featured on Morningstar.com’s home
page, articles, and video pages.
Available centers include:
Exchange-Traded Funds, Bonds, Personal Finance, ETF Managed See our 2018 editorial calendar for more information.
Portfolios, and Alternatives
24Morningstar.com 2018 Editorial Calendar
Editorial topics are subject to change.
January 22–27 June 11–20
A 2018 Portfolio Tuneup Morningstar Investment Conference (conference runs June 11–13)
Morningstar provides investors with a thorough, yet accessible, Morningstar analysts and editors will convene with top fund
framework for evaluating their portfolios in the new year. Topics managers in Morningstar’s flagship annual event for advisors.
covered during the week include asset allocation and benchmark- Morningstar.com coverage includes on-the-spot blog reports on
ing, performance evaluation, savings progress, sustainability check, panel discussions, video interviews with top managers, and preview
fee evaluation, and tax considerations. and post-event analysis on the big themes from the conference.
February 26–March 2 September 17–21
Morningstar’s Guide to IRAs 7 Days to Retirement Readiness
Morningstar provides investors with a comprehensive guide to Whether you’re five, 10, or two years away from retirement, let
investing in IRAs. Topics covered during the week include deter- Morningstar experts walk you through practical steps to ensure
mining what type of IRA to invest in, how to make the most of you’re on track. Topics covered include ballparking how much you’ll
contributions, effectively withdrawing from IRAs, IRA mistakes to spend in retirement, strategies for maximizing income in retirement,
avoid, and Morningstar’s favorite investments for an IRA. determining how much income your portfolio can safely provide,
bridging a retirement shortfall, and how to build a portfolio today
March 19–23 that’ll let you retire comfortably tomorrow.
Morningstar’s Guide to Dividend and Income Investing
Morningstar helps investors craft a durable plan for generating October
income and identify the most promising investments. We’ll cover 529 College Savings Report (Best and Worst Plans: 2 days, TBD)
the spectrum of options for income-seeking investors, suggest Every year Morningstar fund analysts revisit their assessment of
best practices for income seekers, and share top picks in dividends, the nation’s 529 plans, including the top- and bottom-rated options.
bonds, and other income payers. This content will be coupled with articles and video reports on col-
lege savings basics for investors, including how to prioritize college
April 16–20 and retirement savings, select a 529, assess alternatives to 529s,
Morningstar’s Guide to Indexing size up college loans, and manage/minimize college expenses.
Morningstar analysts, researchers, and strategists will discuss how
to effectively invest in passive funds. We’ll clarify how to evaluate November 5–9
passive investments, offer ways to best combine strategies in Portfolio Makeover Week
portfolios, and share some of our favorite passive investment ideas. Morningstar’s Christine Benz will make portfolios for real investors
of different stripes. Each makeover will be accompanied by related
May 3–6 article and video reports to help investors in similar situations sort
Berkshire Hathaway Annual Meeting Coverage (meeting is on through their options and manage their portfolios more effectively.
Saturday, May 5)
Readers will join Morningstar editors and strategists for coverage December 3–7
of the annual “Woodstock for Capitalists,” including a live blog Morningstar’s Year-End Tax Guide
of the meeting Q&A with Warren Buffett and Charlie Munger, video Morningstar’s experts share strategies investors can execute before
reports, an in-depth analysis of Berkshire Hathaway today, and year-end to minimize the tax bite. Topics covered include what to
funds that buy like Buffett. expect during capital-gains distribution season, tax-gain harvesting
and tax-loss selling, tax-smart strategies when taking Required
May 29 Minimum Distributions, effectively managing tax-advantaged and
529 Day taxable accounts, and formulating a retirement tax plan. Plus, we’ll
One-day coverage of National 529 College Savings Plan Day. highlight our top tax-efficient picks.
25Multimedia Events and Apps
Our cross-platform opportunities allow you to reach investors
and advisors at work, home, and everywhere in between.
Video iPad® App
Morningstar offers timely streaming video content on a variety Morningstar® for iPad® wraps our robust data and analysis
of topics including stocks, funds, market analysis, personal in an intuitive, elegant interface, giving users a new way
finance, and fund manager interviews along with breaking news to research securities, evaluate portfolios, and monitor the markets.
and commentary by our team of analysts. Morningstar provides 31% of mobile visits are on an iPad.
viewers with an interactive way to connect with the investment
community. With Morningstar for iPad, users can:
p 15 second pre-roll and video center units available p Sync with their Morningstar.com account
p Larger home page presence with video-playing capabilities p Find
real-time quotes on thousands of companies and
directly on page easily revisit recent searches
p Monitor market performance
Mobile App
Morningstar offers mobile applications for iPhone® and Android We offer sponsorship opportunties on a quarterly basis for 50%
that allow advertisers to reach investors and advisors on the go. SOV of all ad units.
p Functionality includes portfolio tracking and real-time
quotes for stocks, funds, and ETFs, as well as the latest
financial news and analysis
p 20% of traffic on Morningstar.com is mobile
p 300 x 50 mobile ad unit
2627
Dedicated Emails
Send your message or offer to over 132,000 subscribers
and advisors who are looking for investment ideas and advice.
Communicate with those who have opted in to receive
offers and information carefully screened by Morningstar.
Dedicated HTML emails are sent from Morningstar on behalf of an Scheduling
exclusive advertiser and feature 100% client-provided content. p Delivered only on Wednesdays and Fridays, 9 a.m.–11 a.m. CT
p Assets needed seven days prior to deployment
Program Components
Email Lists Size Tracking
Basic member 71,000 p Delivered, open, and click reporting provided
Premium member 14,000
Financial advisors 47,000
Custom targeted lists Upon Request
Email list sizes are subject to change.
2829
Investor-Focused E-Newsletters
Sponsorship of our e-newsletters presents your brand to
those who keep up with the latest investment trends. Pair your
message with any of our 16 newsletters that range from
market summaries to Morningstar analyst picks and ratings.
Morning Digest (List size: 61,800) Fund Medalist of the Week (List size: 55,180)
Highlights of new analyst reports and articles from The complete, hand-picked list of funds our analysts love (and hate)
Morningstar.com (Premium Members only). (Premium Members only).
Stock Analyst Notes (List size: 41,800) SmartInvestor (List size: 474,300)
Delivered every morning, our take on the latest news affecting Our weekly e-newsletter filled with ideas on investing better
the market’s biggest stocks. and smarter.
Fund Spy (List size: 327,100) Improving Your Finances (List size: 316,800)
An inside look at the fund industry and our favorite funds Portfolio-planning tips in this e-newsletter alternate between
through the eyes of acknowledged fund experts. the Morningstar.com columns “The Short Answer” and “Improving
Your Finances.”
Stock Strategist and Stock Strategist (ETF Edition)
(List size: 347,800) Email list sizes are subject to change.
Insights on market and industry trends as well as stock
tips from Morningstar’s stock analysts (Includes the ETF Edition
sent the second and third Wednesday of each month).
30Advisor-Focused E-Newsletters
Fund Times (List size: 13,500) Morningstar Weekly Wrap (List size: 10,000)
Morningstar vice president of research John Rekenthaler’s A summary of editorial content from MorningstarAdvisor.com.
columns and Morningstar’s opinion on breaking fund news.
Manager’s View (List size: 15,500)
Investment Insights (List size: 13,900) Latest research reports and commentaries posted by
A look at mutual fund and stock investing by our team of analysts. participating fund companies.
Practice Builder (List size: 14,000) Advisor Digest (List size: 52,600)
New techniques and tips from advisors in the field on how to Weekly take on the market and perspectives from industry experts.
expand your practice.
Alternatives Monitor (List size: 1,200)
Retiring with Natalie Choate (List size: 14,000) Morningstar alternatives analysts keep readers up on recent
Q&A with retirement planning expert and author Natalie Choate. performance trends; strategy shifts; manager insights; and
fund flows among long-short, market-neutral, currency, managed
College-Savings Educator (List size: 12,900) futures, and other alternative investments.
An in-depth look at 529 plan issues and the ever-changing
college-savings market.
31Print Readers of Morningstar magazine are decision-makers who have looked to Morningstar for investing ideas and insights since its first publication over a decade ago. Every issue is an opportunity to reach a financial advisor or an institutional investor ready to take action. Each issue features a Spotlight section covering the latest investing trends. Additional magazine features include current research and original thinking from our research teams, snapshots of investing developments in the U.S. and abroad, in-depth profiles on top industry players and their investment ideas, commentary on the fund industry and global developments, as well as the best investment ideas from our analysts.
Morningstar Magazine Readex Research The results of our most recent readership survey, carried out by Readex Research, found that Morningstar magazine was seen to have the most credible, in-depth, and relevant investment analysis. Morningstar Magazine Readex Survey Results Top Amongst Leading Competitors Financial Advisors Institutional Investors Preferred publication 43% 28% Average time spent per issue 45 minutes 38 minutes Took action due to content or data 69% 76% Took action due to advertisements 28% 36% Most credible 59% 35% Most in-depth 61% 39% Most relevant 54% 38% Source: 2016 Readex Survey. The Readex survey is conducted every two years, so this is the latest data. 34
Morningstar Magazine Demographics
Type of Investment Professional Assets Under Management (%)
15.8% Broker/Dealer: Independent < $5,000,000 5.6
$5–$9.9M 5.3
1.4% Broker/Dealer: Wirehouse
$10–$24.9M 11.5
19.1% Dually Registered
$25–$49.9M 17.9
33.3% RIA
$50–$99.9M 20.3
2.6% Institutional Investor
$100–$199.9M 11.8
14.8% Financial Professional $200–$249.9M 3.1
$250–$499.9M 6.1
13.1% Other
$500–$999.9M 3.3
> $1B 2.8
I do not manage assets 8.7
Prefer not to say 3.6
Compensation Method Perspectives From 2016 Readex
Research Survey
4.2% Commission Only
39.8% Fee Only “I find Morningstar magazine the
easiest to navigate and most useful
41.8% Fee and Commission
for my day-to-day responsibilities.”
11.5% Salary
2.8% Other
“[Morningstar magazine] is
excellent, informative, and has
worldwide coverage.”
Source: 2017 Morningstar Advisor Survey—Advisors who read Morningstar Magazine. Quotes are from Readex Survey. 35Morningstar Magazine Print Ad Units
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Strategies
E X HI B I T 2
Market Underestimates Nuclear’s In this article, we will focus on the third point:
The market underestimates the nuclear
Generation Mix Utilities generate power with a wide range of sources. How they do it directly affects their carbon
emissions intensity.
ESG Benefits
power industry’s positive ESG attributes. With the
help of Sustainalytics, we will look at the Carbon Intensity (gCO2e/kwh)
environmental, social, and governance factors
Industry has a key role in improving
900 Generation
of nuclear operators. Fuel Mix
Coal
utilities’ sustainability profiles. Environmental 600
Oil
Oil & Gas
Natural Gas
Greenhouse Emissions Biopower
The electricity sector is the largest emitter of 300 Hydro
greenhouse gases, responsible for 29% of total U.S. Renewables
I NV ES TM ENT RES EA RCH : EQ UI TY 2 We think the market underestimates the returns carbon emissions, followed by the transportation Nuclear
Travis Miller, Doug Marrow, and Luke Raftis for nuclear uprates. (The U.S. Nuclear (27%) and industrial (21%) sectors. 0
WEC Great Alliant DTE Ameren Westar NRG American FirstEnergy SCANA Duke The Xcel Pinnacle Public Dominion Entergy NextEra PG&E Exelon
Regulatory Commission restricts the maximum Energy Plains Energy Energy Energy Energy Electric Energy Southern Energy West Service Energy Energy
electricity output a nuclear plant can produce. Political pressure—particularly through Group Energy Power Co. Company Capital Enterprise
Group
Nuclear power is at an inflection point in Plants can request an “uprate” to exceed the U.S. Environmental Protection Agency’s 2015 Source: Sustainalytics.
the United States, with a wide gap developing those levels.) Most market forecasts assume Clean Power Plan and the international
between antinuclear and pronuclear natural gas is the marginal generation source, Paris Agreement—is pushing utilities to continue
FULL PAGE
factions. This is a critical debate. The 99 nuclear but our calculations show nuclear uprates reducing their carbon footprint. Nuclear and
units in the U.S. provide 20% of the nation’s have similar economic returns and less long-term large-scale hydro are the only baseload Nuclear power in the United States generates an fossil generation—especially coal—have a tons in 2016. Most of this reduction comes
electricity and meet essential reliability needs capital reinvestment risk. generation sources that emit minimal greenhouse average of 16 grams of carbon dioxide equivalent higher carbon intensity ( EX HIB IT 2 ). from much higher natural gas and renewable
for major cities. Competition from cheap natural gas emissions, helping meet environmental per kilowatt-hour, according to the U.S. energy generation offsetting a steep drop
Department of Energy ( EX HIB IT 1 ). This output is The financial materiality of this differential in coal generation. Our forecasts assume nuclear
B
gas generation and renewable energy are 3 Nuclear has a more favorable environmental, requirements for carbon emissions reductions.
comparable to that of renewable energy, on depends to a large degree on uncertain U.S. generation grows slightly as uprates and
(full bleed)
pinching profits now, but we think a long-term social, and governance, or ESG, profile than most Wind and solar are emissions-free, but to
perspective is important. other nonrenewable energy sources. Its low match nuclear as a firm baseload generation average. In fact, nuclear slightly outperforms solar environmental policies. But we think utilities with new-build capacity offset planned and possible
carbon-emissions profile and reliability make it a source, wind and solar require expensive battery and biopower on a lifecycle basis. Coal and superior carbon-intensity profiles are best prepared retirements. Achieving these carbon emissions
Contrary to many forecasts that show nuclear critical contributor to meeting state and federal backup or standby natural gas generation, petroleum are the highest carbon emitters. Natural to adapt to rising investor expectations for reductions would put the U.S. power sector
1/2 PAGE
dying a slow death, we forecast that U.S. environmental policy goals. which emits carbon dioxide. gas has a significantly lower carbon-intensity emissions performance and tightening carbon ahead of schedule to meet the Clean Power
nuclear-generation capacity will remain mostly profile than coal and oil but is still well above regulations, which we believe is a given in the Plan’s targeted 32% reduction from 2005 levels
flat during the next two decades. In our fair value nuclear and renewable energy. United States in the long run. ( EX HIB IT 3 ).
estimates and earnings forecasts, we assume
nuclear generation contributes positive value E X HI B I T 1 Most U.S. utilities are responding to long-term Morningstar’s Carbon Emissions Outlook Waste Management: Avoiding Pitfalls
for the 18 U.S. utilities we cover that own nuclear pressure from regulators and investors to cut Utilities have made significant progress in reducing Waste management is a crucial concern for
(non-bleed)
Low Emissions Nuclear power has a lifecycle carbon emissions profile similar
generation. We expect some plants to close, emissions. Many of the largest utilities, including carbon emissions. Carbon emissions from all power generators, but it is particularly
to renewable energy.
but on average, the U.S. nuclear fleet will remain Duke Energy DUK and American Electric Power AEP, power generators are down 26% since their 2007 important for nuclear operators because of the
economic, continue to operate cost-effectively, Carbon Intensity gCO2e/kwh have made notable reductions. With new-build peak. We expect decarbonization to continue long-term health and environmental impacts
and keep its market share near 17% of U.S. 1,200
nuclear plants uneconomic, U.S. utilities have through 2030 even after considering the Trump associated with radioactive waste. Ultimately, we
electricity production. 1,001 achieved the bulk of these reductions by tilting administration’s decision to suspend the view waste management as an unfavorable
their generation mix toward renewable energy and Obama administration’s Clean Power Plan and ESG issue for nuclear power. Radioactive waste
We differ from the consensus because of three 840 gas. However, U.S. utilities still trail their withdraw from the Paris Agreement. and other hazardous waste produced at
main views: 800 European counterparts, such as Spain’s Iberdrola nuclear sites are subject to strict regulation.
IBE:ES, Italy’s Enel ENEL:IT, and the United We think utilities can achieve at least a 31% Violations can result in penalties or even the loss
1 Our forecast for flat or growing U.S. nuclear 469 Kingdom’s SSE SSE:GB, in emissions performance. drop in carbon emissions from 2005 levels by 2025, of operating licenses.
capacity is more bullish than most forecasts. In primarily based on our forecast for state-level
400
particular, we disagree with the U.S. Energy U.S. utilities’ carbon emissions intensity renewable portfolio standards, underconstruction The Department of Energy is responsible
Information Administration’s prediction that varies dramatically. Carbon intensity is a function gas generation capacity, and changes in for developing a long-term storage solution for
nuclear capacity will fall 11% by 2040. We think the 4 12 16 18 34 0 of generation mix. Utilities that are overweight nuclear generation. Through 2025, we expect high-level nuclear waste, but those efforts
U.S. could add as much as 5% net new nuclear Hydro Wind Nuclear Biopower Solar Natural Gas Oil Gas nuclear and renewable energy have a lower utilities to reduce their carbon emissions have met social and political roadblocks. In the
capacity by 2040. Source: U.S. Department of Energy. carbon intensity, while utilities that are long on by 119 million metric tons, from 1,797 million metric meantime, utilities remain responsible for
58 Morningstar October/November 2017 global.morningstar.com/Morningstarmagazine 59
Trim Dimensions 8.75” x 10.75” Live 7.625” x 4.375”
Live 8.25” x 10.25”
Bleed 0.125”
C
Morningstar
December/January 2017
The magazine of independent research for the world’s financial professionals December/January 2017
India
Alternatives Style Box
REITs
D
BELLY BAND
FULL PAGE SPREAD
(full bleed)
(full bleed)
global.morningstar.com/Morningstarmagazine
Prosperity in the Wings
Long hyped for its potential, India makes strides in improving its investing environment.
Also in this issue
gActive Strategies: Science or Baloney? gRetirement Hope gAnd the latest investing trends from around the world...
Trim Dimensions 17.5” x 10.75” Trim Dimensions 18.875” x 6”
Live 17” x 10.25” Live 18.375” x 5.5”
Bleed 0.125” Bleed 0.125”
37Morningstar Magazine 2018 Editorial Calendar
Spotlight topics are subject to change based on availability of research.
February/March 2018 August/September 2018
Ad Close: Dec. 8, 2017 Ad Close: June 8, 2018
Materials Due: Jan. 5, 2018 Materials Due: July 6, 2018
Mail Date: Feb. 2, 2018 Mail Date: Aug. 3, 2018
What Makes a Good Alternatives Fund A New Approach to Bonds
Using factor analysis, we pinpoint the drivers of return of Is the way investors research the bond market out of date? Is
successful alternatives funds. We also explore the new their obsession with data points such as duration no longer valid?
Morningstar Style Box for alternatives funds to find pockets of Are bond investors too focused on the past? We think investors
value in the alternatives universe. need to take a fresh approach to fixed income. We’ll detail how a
seemingly staid market demands new methods.
April/May 2018
Ad Close: Feb. 9, 2018 October/November 2018
Materials Due: March 5, 2018 Ad Close: Aug. 10, 2018
Mail Date: April 2, 2018 Materials Due: Sept. 6, 2018
Mail Date: Oct. 1, 2018
State of Financial Planning
As more and more financial-planning tasks are automated, what is ESG Gets Better
the value proposition for today’s financial advisors and their firms? Environmental, social, governance research tools continue to
We’ll analyze the moats of advisors and wealth managers and look improve as investors, companies, and institutions increasingly
at the generational changes occurring in the industry, with many look to improve their ESG profiles. In this issue, we look at the
advisors retiring and millennials seeking out robo-advisors. continuing growth of ESG investing.
June/July 2018 December/January 2019
Ad Close: April 13, 2018 Ad Close: Oct. 12, 2018
Materials Due: May 4, 2018 Materials Due: Nov. 2, 2018
Mail Date: June 4, 2018 Mail Date: Dec. 3, 2018
Packaged Investing Popularity
Today’s investors increasingly want packaged solutions to meet When it comes to investing, you don’t want to win the popularity
their financial goals, instead of building their portfolios from the contest. Research from Morningstar found that the least-loved
ground up using individual funds. We’ll examine the ramifications stocks (as measured by share turnover) go on to outperform
of this shift toward multi-asset, target-date, and target-risk funds. the most-loved ones. Is popularity the unifying concept of common
market premiums such as value, size, and liquidity? In this issue,
Additional Distribution: 2018 Morningstar Investment Conference, we’ll find out.
Chicago
Special Supplement: Morningstar Medalists
Special Supplement: Morningstar Medalists
38A supplement to Morningstar magazine
The magazine of independent research for the world’s financial professionals August/September 2017
Morningstar
The Morningstar Analyst Rating for Funds was The Morningstar Analyst Rating rests on five pillars:
launched in the U.S. in 2011 as a complement to the Process, Performance, People, Parent, and Price.
Morningstar Rating (often referred to as the Analysts evaluate whether a strategy is sensible
Medalists: “star rating"). The rating has since been extended
to funds globally, including U.S. ETFs in 2016.
(and repeatable), performance history, the caliber of
management, the stewardship of the parent firm,
and annual expenses. Funds rated Gold, Silver,
The Complete While the Morningstar Rating is a mathematical
measure of past three-, five-, and 10-year risk-adjust-
ed performance, the Morningstar Analyst Rating
and Bronze are all recommended; the differences lie
in the level of analyst conviction. The ratings
don’t express a view on a given asset class or peer
U.S. List is a forward-looking assessment by analysts with
Morningstar Research Services. Morningstar
Medalists—funds rated Gold, Silver, or Bronze—are
group. Rather, the designations seek to evaluate
funds within the context of their stated objective, an
appropriate benchmark, and peer group.
Data Dashboard
funds the analysts believe can outperform a relevant
benchmark or peer group through time. Funds The following list is as of June 30, 2017.
rated Neutral or Negative are more likely to fall short.
Medalist Funds
Œ • ´ Annualized Total Return %
These funds are considered best of breed. They These funds’ advantages outweigh any disadvan- Funds that receive this designation may have * Closed
Morningstar Morningstar Morningstar to New
have distinguished themselves across all of the five tages. They may have slightly higher fees relative experienced manager turnover. They might charge Name Morningstar Category Analyst Rating Fee Level Rating 1Yr 3Yr 5Yr Investors
pillars and warrant the highest level of conviction. to peers, for example, a short-term period of poor high fees, or have a record that trails higher-
Berwyn Income BERIX Allocation--15% to 30% Eq Low 6.59 2.17 6.28 No
Allocation
„ QQQQQ
These funds typically have stellar long-term performance, or shortcomings at the parent firm rated peers’. Nevertheless, these funds have
records, experienced managers, reasonable fees, that prevent a higher rating. But the analysts have sufficient strengths that the analysts believe they Fidelity Asset Manager® 20% FASIX Allocation--15% to 30% Eq ´ Low QQQ 4.59 2.82 4.05 No
and records of treating shareholders well. high conviction in the strategies and managers. are worthwhile long-term investments. Fidelity Asset Manager® 30% FTANX Allocation--15% to 30% Eq ´ Low QQQQ 6.65 3.50 5.35 No
Vanguard LifeStrategy Income Inv VASIX Allocation--15% to 30% Eq ΠLow QQQ 3.15 3.51 4.30 No
Fidelity Asset Manager® 40% FFANX Allocation--30% to 50% Eq ´ Low QQQQ 8.66 4.01 6.49 No
121 Mutual Funds 273 Mutual Funds 476 Mutual Funds
Franklin Income A FKINX Allocation--30% to 50% Eq ´ Low QQQ 13.13 2.01 7.23 No
16 ETFs 54 ETFs 80 ETFs Hartford Balanced Income Y HBLYX Allocation--30% to 50% Eq „ Low QQQQQ 8.51 5.82 8.65 No
JPMorgan Income Builder I JNBSX Allocation--30% to 50% Eq ´ Low QQQQ 10.09 3.41 6.98 No
Manning & Napier Pro-Blnd Cnsrv Trm S EXDAX Allocation--30% to 50% Eq ´ Below Average QQQ 5.48 1.62 4.43 No
Manning & Napier Pro-Blnd Mod Trm S EXBAX Allocation--30% to 50% Eq ´ Average QQQ 7.02 1.18 5.48 No
MFS Conservative Allocation I MACIX Allocation--30% to 50% Equity ´ Low QQQQ 7.10 3.68 6.00 No
MFS Diversified Income I DIFIX Allocation--30% to 50% Equity ´ Below Average QQQQQ 6.35 4.66 7.05 No
Principal Diversified Real Asset Instl PDRDX Allocation--30% to 50% Equity ´ Below Average Q 5.05 -3.33 1.91 No
Principal Global Div Inc Instl PGDIX Allocation--30% to 50% Equity ´ Below Average QQQQ 8.96 3.42 6.60 No
FULL PAGE AD T. Rowe Price Personal Strat Inc PRSIX
T. Rowe Price Retirement Balanced TRRIX
Allocation--30% to 50% Equity „
Allocation--30% to 50% Equity „
Low
Low
QQQQ
QQQ
9.95
7.69
4.31
3.44
7.22
5.86
No
No
Vanguard LifeStrategy Cnsrv Gr Inv VSCGX Allocation--30% to 50% Equity ΠLow QQQQ 6.99 4.33 6.34 No
Vanguard Tax-Managed Balanced Adm VTMFX Allocation--30% to 50% Equity ΠLow QQQQQ 8.24 6.06 8.58 No
Vanguard Wellesley® Income Inv VWINX Allocation--30% to 50% Equity Œ Low QQQQQ 4.97 5.29 7.15 No
American Funds American Balanced A ABALX Allocation--50% to 70% Equity „ Low QQQQQ 10.41 6.93 10.62 No
Columbia Balanced Z CBALX Allocation--50% to 70% Equity ´ Below Average QQQQQ 10.74 6.74 10.62 No
Dodge & Cox Balanced DODBX Allocation--50% to 70% Equity ΠLow QQQQ 20.02 6.92 12.72 No
Fidelity Advisor® Balanced M FAIGX Allocation--50% to 70% Equity ´ Average QQQQ 13.05 6.13 9.70 No
Fidelity® Balanced FBALX Allocation--50% to 70% Equity ´ Low QQQQQ 13.50 6.64 10.33 No
Fidelity® Puritan® FPURX Allocation--50% to 70% Equity „ Low QQQQQ 12.93 6.53 10.27 No
FPA Crescent FPACX Allocation--50% to 70% Equity ΠAverage QQQQ 15.84 4.89 9.51 No
Franklin Balanced Adv FBFZX Allocation--50% to 70% Equity ´ Below Average QQQ 9.05 4.17 8.02 No
Mairs & Power Balanced Inv MAPOX Allocation--50% to 70% Equity „ Low QQQQQ 8.48 5.32 9.76 No
Manning & Napier Pro-Blnd Extnd Trm S MNBAX Allocation--50% to 70% Equity ´ Average QQ 9.30 1.70 7.16 No
MFS Moderate Allocation I MMAIX Allocation--50% to 70% Equity ´ Below Average QQQQ 10.03 4.51 7.98 No
MFS Total Return A MSFRX Allocation--50% to 70% Equity ´ Below Average QQQQ 9.73 5.82 9.40 No
Oakmark Equity And Income Inv OAKBX Allocation--50% to 70% Equity „ Below Average QQQQ 17.12 4.52 9.30 No
T. Rowe Price Balanced RPBAX Allocation--50% to 70% Equity „ Low QQQQ 14.20 5.59 9.60 No
T. Rowe Price Capital Appreciation PRWCX Allocation--50% to 70% Equity ΠLow QQQQQ 12.31 9.33 12.92 Yes
*Funds closed to new investors may still be accepting money from existing fundholders.
global.morningstar.com/Morningstarmagazine 3
Morningstar Magazine supplement
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39Events For more than 30 years, Morningstar conferences have brought investment professionals together to engage with some of the brightest minds in the financial industry.
Morningstar Events—United States Morningstar Investment Conference Audience Statistics Attendee Firm Type (%) Assets Under Management (%) Registered Investment Advisor 35 > $1B 41 Asset Management 23 $501M–$1B 8 Other 14 $251–$500M 11 Brokerage Firm 8 $101–$250M 15 Mutual Fund Company 5 $51–$100M 9 Investment Consulting 4 $26–$50M 8 Bank 4 $5–$25M 5 Family Office 2
Morningstar Investment Conference Statistics
2,991
attendees on-site
1,845
livestream views of five
77K
page views on Morningstar.com
main stage sessions (237%+ 2016
livestream)
76
journalists in attendance and 13 broadcast/
350+
articles, blog posts, and broadcast/video
1,373
Registrants to the post conference coverage
video crew members segments featured or mentioned
the conference (As of June 5, 2017)
Reasons Attendees Went to the Morningstar Investment Conference 2017 Morningstar Investment Conference Mobile App Use
Morningstar speakers and content 68% 1,490 unique users 71%+ 2016
To generate investment ideas based on the latest 65% 1,001 logged in users 250%+ 2016
investment research 59K minutes open 90%+ 2016
Non-Morningstar speakers and content 57% 56.2K engagements 89%+ 2016
To meet peers, known and unknown 45%
To meet with Morningstar because I’m a client 27%
To evaluate perspective investment management 17%
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