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April 2007
Release Notes |
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Recap of Previous
Announcements |
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Morningstar
News |
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Release Notes
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Enhanced Portfolio Statistics Implementation Postponed |
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In order to ensure a smooth integration of the recently acquired data business unit from Standard & Poor's, Morningstar will be postponing the shorts/derivatives project from May month-end to August month-end. The S&P integration and the enhanced portfolio statistics are both resource-intensive for Morningstar and for clients, and we want to ensure that both roll out smoothly. The delay will also give clients the opportunity to run more test files on the shorts/derivatives data. |
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Index Name Standardization |
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Our Benchmark database team recently swept through our entire database of more than 35,000 indexes to update and standardize index names. These changes will not require any action by our clients, and new index names will roll into all our products over the next few weeks. We hope you will find the database easier to use as a result of this project. |
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Additional Separate Accounts/CITs Added to Morningstar Database |
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We have activated another 100 separate accounts/collective investment trusts (CITs), bringing our total coverage to nearly 6,000 as we continue to recruit more managers and integrate the Altvest data into our systems. |
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Q1 2007 U.S. Fund Category Review |
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The next review will begin on May 16. Fund families with proposed category changes will be notified by e-mail on May 16. New categories will be available on our Websites on the third business day of June, June 5. |
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Recap of Previous Announcements
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Morningstar Completes Acquisition of Standard & Poor's Fund Data Business |
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On March 16, we completed our acquisition of Standard & Poor's global fund data business. With this acquisition, we believe that Morningstar now has the most extensive global database for managed investment products, covering mutual funds, exchange-traded funds, insurance and pension funds, separate accounts, and hedge funds. Throughout the integration process, our primary focus is on serving our clients without disruption. The acquisition will not affect the products and services that you receive from Morningstar, except that we'll be able to offer you more global data in the future. We encourage you to contact your sales representative or relationship manager if you have any questions. For more information, please see our press release and general questions and answers at http://global.morningstar.com/SP. |
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Morningstar News
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Morningstar Institutional Forum on the State of the Industry |
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We will be in Boston on May 15, New York on May 17, and San Francisco on May 31. We hope you will be able to attend one of these sessions to hear about industry trends and upcoming Morningstar research initiatives. Presenters will include our managing directors Don Phillips and Tim Armour. In addition, we are very pleased to note that several of our clients will present case studies on how they use Morningstar Direct in their businesses. Please send an e-mail to Lisa.Bowling@morningstar.com or contact your Morningstar Direct team if you are interested in attending. |
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Morningstar Direct(SM) Indexes Now Exceed 23,000 |
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With the recent addition of more than 4,000 indexes, we are happy to tell you that Morningstar Direct now offers clients access to 23,798 proprietary and third-party indexes. We believe the breadth of our index coverage enhances our clients' benchmarking activities, including returns-based style analysis, and generally delivers greater precision to investment research. We will continue to expand our coverage in the coming months |
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Morningstar at Industry Shows |
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Paul Kaplan, vice president of quantitative research, Morningstar, Inc., will deliver a presentation on "Investor Returns" at the Performance Measurement Attribution and Risk Conference on May 15-16, in Philadelphia, PA. Please visit http://www.spauldinggrp.com/pmarconf/ for more information.
Steve Deutsch, director of product development, managed investments, Morningstar Inc., will give a presentation on the "Impact That Public DB Plans Have on the Economy" at the National Conference on Public Employee Retirement Systems' (NCPERS) Annual Meeting on May 23, in Honolulu, HI.
Morningstar will exhibit at the following shows. We hope to see you there. |
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� Association of Investment Management Sales Executives (AIMSE) in
Scottsdale, AZ, April 29-May 1 |
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� Investment Management Consultants Association (IMCA) Spring Professional Development Conference in Phoenix, AZ, April 26-29, |
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� Chartered Financial Analyst (CFA) 60th Annual Conference in New York City,
April 29-May 2 |
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� Money Management Institute (MMI) Annual Convention, Washington, D.C.
May 2-3 |
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� Investment Company Institute (ICI) General Membership Meeting
Washington, D.C. May 9-11 |
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� Newsfund Forum in Paris, May 10-11 |
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� Risparmio Italia in Rimini, Italy, May 17-18 |
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� National Investor Relations Institute (NIRI) Annual Conference Orlando, FL,
June 3-6 |
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� ICBI Fund Forum 2007, in Monaco, July 3-5. Morningstar is a co-sponsor for the event and John Rekenthaler, vice president of research and product development for Morningstar, will be speaking. For more information, visit
www.icbi-fundforum.com. |
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Data Questions |
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Contact your account team or our data quality department:
U.S.
E-mail: dataquestions@morningstar.com
Phone: +1 312-696-6600
Fax: +1 312-696-6019
Mailing address:
Data Questions
Morningstar, Inc.
225 West Wacker Drive
Chicago, Illinois 60606
USA
Europe
E-mail: dataquestions.uk@morningstar.com
Phone: +44 20 3107 0070
Fax: +44 20 3107 0001
Mailing address:
Data Question
Morningstar Europe
1 Oliver's Yard,
55-71 City Road, London EC1Y 1HQ
United Kingdom |
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�2007 Morningstar. All rights reserved. |
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