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Communications Materials
Overview
Andex Chart
Principles of Investing Presentation
Versatile communications. Effective presentations.
Designed to help advisors clearly communicate fundamental investment concepts, Morningstar communication materials support one-on-one client meetings, seminars, speeches, and training sessions. Use these time-saving tools to demonstrate retirement concepts, generate business leads, and validate portfolio recommendations.
Morningstar® Andex® Chart
This wallchart and handout help clients conceptualize the relationship between world events and market performance by illustrating the effect of market downturns and recoveries among major asset classes in the context of historical events, presidencies, inflation, and recessions.

Principles of Investing Presentation
This 15-slide collection of professionally designed images helps advisors validate their portfolio recommendations and set appropriate long-term investment expectations with their clients.