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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

Transcript of Image Library - Morningstaradvisor.morningstar.com/uploaded/pdf/Image_Library_2012...Portfolio...

Page 1: Image Library - Morningstaradvisor.morningstar.com/uploaded/pdf/Image_Library_2012...Portfolio Diversification 10 35 Portfolio Performance 7 37 Principles of Investing 11 39 Real Estate

© 2012 Morningstar, Inc. All Right Reserved. Morningstar and the Morningstar logo are registered trademarks of Morningstar, Inc.

2012 Financial Communications Image Library

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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

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Downturns and Recoveries 3

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Downturns and Recoveries 4

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Exchange-Traded Funds 5

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Exchange-Traded Funds 6

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Global Investing 7

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Global Investing 8

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Global Investing 9

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Global Investing 10

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Growth and Value Investing 11

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Growth and Value Investing 12

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Investing for Retirement 13

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Investing for Retirement 14

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Investing for Retirement 15

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Investing in Commodities 16

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Investing in Commodities 17

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Investing in Emerging Markets 18

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Investing in Emerging Markets 19

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Investing in Emerging Markets 20

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Investing in Frontier Markets 21

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Investing in Frontier Markets 22

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Target–Date Funds 23

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Target–Date Funds 24

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Investor Behavior 25

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Investor Behavior 26

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Investor Behavior 27

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Investor Behavior 28

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Long-Term Investment Performance 29

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Long-Term Investment Performance 30

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Mutual Fund Investing 31

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Mutual Fund Investing 32

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Portfolio Diversification 33

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Portfolio Diversification 34

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Portfolio Performance 35

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Portfolio Performance 36

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Principles of Investing 37

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Principles of Investing 38

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Real Estate Investing 39

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Real Estate Investing 40

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Real Estate Investing 41

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Real Estate Investing 42

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Retirement Income 43

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Retirement Income 44

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Retirement Income 45

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Retirement Income 46

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Risk and Volatility 47

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Risk and Volatility 48

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Risk and Volatility 49

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Role of Immediate Annuities in Retirement 50

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Role of Immediate Annuities in Retirement 51

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Sector Investing 52

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Sector Investing 53

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Sector Investing 54

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Stocks and Bonds 55

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Stocks and Bonds 56

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Stocks and Bonds 57

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Taxes and Investment Performance 58

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Taxes and Investment Performance 59

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Understanding Deferred Annuities 60

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Understanding Deferred Annuities 61

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Understanding Deferred Annuities 62