PPT-Morningstar Indexes

Delivering a Full Market Perspective 2 For Professional Investor Use Only Not for Public Distribution Please see DISCLOSURES at the back for important information regarding this presentation. S Investors 5751320 Morningstar Inc All rights reserved The information data analyses and opinions contained herein 1 include the confidential and proprietary information of Morningstar 2 may not be copied reproduced or distributed 3 do Morningstar Credit Rating Methodology 1 2014 15 What Makes a Moat? Heather Brilliant, CFA, Co-CEO of Morningstar Australasia, Moningstar Economic Moat Committee Member Originally published in the 2012/13 Morningstar Indexes Yearbook Econ Construction Rules for Morningstar Wide Moat Focus Index| April, 2015 2015 Morningstar, Inc. All rights reserved. The information in this document is the property of Morningstar, Inc. Reproduction or {{{{{{{{{{{{{{{ 10%22.5%35%22.5%10% Investor BenetsProvides focused comparison groups to help investors build multi-fund portfoliosIs sensitive to manager skill and fund quality and less sensitive t Fund Name Category Analyst Rating Overall Morningstar Risk Expense Ratio (%) Longest Mgr Tenure (Yr) Start Month Tenure Return Annualized Index Return Outperformance Versus Index American Fund 1 About the SEC The Securities and Exchange Commission (SEC) is one of the regulatory watchdogs of the U.S. government, created in the 1930s to protect investors, maintain fair and efcient market times. triplets. Table of triplet occurrence across 54 indexes. bait. start1. start2. n.indexes. 8555579. 5306733. 5306733. 54. 2505131. 40359497. 40359497. 50. 8555579. 5306733. 5306778. 49. 2505131. 4/13/2017. Presented by:. The American Council of Life Insurers. For: The NAIC Annuity Disclosure Working Group. Annuity Disclosure Model Regulation. 2. Model regulation states:. “If any index utilized in determination of an account value has not been in existence for at least ten (10) calendar years, indexed returns for that index shall not be illustrated.”. Indexing Basics in SQL Server. Mindy Curnutt. TMW Systems, Inc.. VP, Information Management. SQL Server MVP. Twitter: @. sqlgirl. About Me. [ . 2. ]. Wife & Mother. Busy-Bee. Musician . Soap Making . Advantages of 401(k) Investing. © 2015 Morningstar. All Rights Reserved. . Participant control. Amount invested. Asset mix. Ownership of assets. Pre-tax investing. Tax deferral. Tailored investment plan. Huntsville-Madison County Public Library. Mind Your Money is made possible by a grant . from the FINRA Investor Education Foundation . through Smart investing@your library. ®. , . a partnership with the American Library Association. . Shah (. nimesh.s. ). . , . Amit. . Bhawnani. (. amit.b. ). Outline. Why Indexes . ?. Demo. Types of Single-level Ordered Indexes. Primary Indexes. Clustering Indexes. Secondary Indexes. Multilevel Indexes. Daniel . Rohr, CFA . Director, Basic . Materials. d. aniel.rohr@morningstar.com. . 2. Key takeaways. 3 Long-term outlook . . We expect GDP growth of no better than 5% over the next 5 to 10 years..