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SANTIAGO, 12 March 2012—Morningstar Chile, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, will host a seminar for institutional investors, “Asset Allocation in the 21st Century,” on Wednesday, March 28, at the Ritz-Carlton in Santiago.
Cindy Tsai, CFA, CAIA, senior research analyst for Morningstar, will present best practices in asset allocation and discuss new methodologies that position investors defensively against extreme market events. The seminar will focus on portfolio optimization strategies, the shortcomings of mean-variance optimization, and asset allocation models that are available in Morningstar DirectSM, the company’s web-based global investment analysis platform for institutional investors. At Morningstar, Tsai is responsible for conducting and managing quantitative research initiatives, implementing methodologies across the company, and developing new analytical tools.
Clark Ainsworth, Morningstar’s representative in Chile, said, “Morningstar’s global network of analysts and researchers have a wealth of knowledge in the investment industry. In this seminar, we’ll address the timely topic of asset allocation and opportunities that go beyond traditional optimization strategies, with an eye to the needs of Latin American investors and the region’s investing environment.”
To register for the seminar, please email firstname.lastname@example.org. Full-time members of the news media may attend the seminar at no cost, but must register in advance.
Morningstar opened an office in Chile in August 2010, and has nearly 500 Chilean open-end funds in its database, providing comprehensive coverage of the Chilean open-end fund universe as well as offshore funds and ETFs.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on approximately 375,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and has more than $180 billion in assets under advisement and management as of Dec. 31, 2011. The company has operations in 27 countries.
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