Morningstar U.S. | Institutional Marketing and Sales Solutions


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Institutional Marketing and Sales Solutions


		Overview

Related Products

Financial Communications

Ibbotson SBBI Yearbooks

Co-branded. Motivational. Ready-to-use.
Marketing and sales support.

Designed to help marketing and sales departments enhance their promotional campaigns, Morningstar® Institutional Marketing and Sales Solutions include thought-provoking investment images, ideas, and data in convenient formats. Marketing professionals can select ready-to-distribute communication materials meant for co-branding. Visual elements such as financial graphs, charts, and tables are also available for use in print or electronic communications.

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Key Features

	Produce value-added giveaways or other promotions quickly with ready-to-use content from Morningstar and Ibbotson

	Increase brand awareness by customizing materials with a company name and logo

	Generate new business and develop relationships by distributing educational materials with other marketing pieces

	Build goodwill by providing independent third-party content

Marketing Materials Available

Personalized Market Prints
Advisors can use these laminated prints, personalized with their company name and logo, to illustrate key investment concepts during client meetings. All prints have been FINRA-reviewed for use with the public.

	Distribute prints as a bonus awarded in top producer programs

	Help advisors make complex concepts clear during client conversations through speaking notes on the back of each print

	Offer tools that illustrate core investment topics like asset allocation and market risk with popular images from Morningstar and Ibbotson, including the best-selling Stocks, Bonds, Bills, and Inflation® (SBBI®) chart View list of available market prints

Sales Ideas
This monthly marketing piece introduces investment ideas to help advisors generate new business. Each one-page issue covers a topical investment concept that advisors can send to clients or review during meetings. A one-year subscription includes 12 issues delivered electronically as a Microsoft® Word file, making it easy to incorporate a company name and logo.

	Personalize Sales Ideas with a company name and logo before distributing

	Keep a brand top-of-mind by sending Sales Ideas as a regular mailing each month

	Give Sales Ideas as a bonus to wholesalers or post it to online advisor research centers

	Supplement a subscription with a selection from approximately 100 past issues of Sales Ideas

Global Permission Library
Accessible via a searchable Web-based platform, this library features more than 100 images covering various investment topics. Subscribers have permission to use these downloadable EPS files in unlimited print, online, or electronic marketing materials. A combination of time-tested images from Ibbotson and new images based on Morningstar data, these are updated annually at the close of the first quarter.

	Strengthen product communications, presentations, and sales materials by illustrating investment ideas with market-level information

	Accompany content with compelling charts and graphs covering topics such as saving for retirement, retirement income needs, portfolio diversification, growth vs. value investing, and global investing