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Martha Conlon Mossmartha.moss@morningstar.com
Morningstar Introduces Principia Hypotheticals; New Tool Gives Advisors Complete, Visually Compelling Investment Illustrations

CHICAGO, Oct 23, 2002 – Morningstar, Inc. today introduced Morningstar® Principia® Hypotheticals, a powerful new module within the Morningstar® Principia® suite, the company's industry-leading investment management software. Principia Hypotheticals, available next month, helps advisors create compelling, NASD-compliant hypothetical illustrations on a single investment or a multi-asset portfolio. 

Morningstar Principia Hypotheticals creates investment scenarios that illustrate how recommended portfolios would have performed historically, taking into account taxes, fees, specific investment amounts, and schedules. Through an easy-to-use task wizard, the software program guides advisors through the process of creating a hypothetical illustration. Unlike other programs, Principia's hypothetical reports provide the option of including important details about asset class composition, sector weightings, and style diversification based on each mutual fund's portfolio holdings, in addition to historical performance figures.  This information gives clients a clear view of the rationale behind an advisor's proposal.    

"For many advisors, hypothetical illustrations are the foundation of successful client proposals. We designed the new Principia module to help advisors present performance as well as risk and diversification information in a clean and well-organized format so they can have a more meaningful discussion about a proposed investment strategy," said Chris Boruff, president of Morningstar's advisor business. "In the past, advisors may have used Principia for their investment research needs and another tool for creating hypothetical illustrations. With this addition to the Principia family, financial advisors can get it all from Morningstar."

Morningstar Principia Hypotheticals is available in three versions: 

Principia Hypotheticals Mutual Funds - designed to be used with the Principia Mutual Funds or Principia Mutual Funds Advanced modules

Principia Hypotheticals Variable Annuities/Life - designed to be used with the Principia Variable Annuities/Life module

Principia Hypotheticals Multi-Asset - designed to be used with any combination of  Principia modules including Mutual FundsVariable Annuities/LifeStocksClosed-End Funds, and Separate Accounts.

Morningstar Principia, introduced in 1996, is one of the most widely used resources in the financial planning industry. It features a series of six modules that provide timely data on more than 14,000 mutual funds, 1,700 separate accounts, 7,300 stocks, 400 closed-end funds, and 24,000 variable annuity/life subaccounts.  Each module is available for individual purchase and can be linked together to form an integrated system.

An annual subscription to either Principia Hypotheticals Mutual Funds or Principia Hypotheticals Variable Annuity/Life is $295 yearly and Principia Hypotheticals Multi-Asset is $795 per year. Each program is updated monthly on CD-ROM.

To subscribe or to see sample reports, advisors may go to http://www.morningstaradvisor.com/hypotheticals, or call 800-735-0700.

About Morningstar, Inc. 

Chicago-based Morningstar, Inc., is a global investment research firm, offering an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. The company is a trusted source for investment information, data, and analysis of stocks, mutual funds, and exchange-traded funds.

 

 

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