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©2012 Morningstar, Inc. All rights reserved. The Morningstar name and logo are registered marks of Morningstar. Marks used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries. Setting the Standard for Multi-Asset-Class Investments Morningstar ® Asset Allocation Indexes The Asset-Allocation Challenge Research validates that asset-allocation decisions are the primary determinant of portfolio performance. However, designing a long-term portfolio that actually has the potential to outperform the sum of its parts—while minimizing overall risks— is not an easy task. Leveraging Proven Expertise At Morningstar, we place much emphasis on asset-allocation decisions. For more than three decades, Ibbotson Associates, part of Morningstar Investment Management, has been developing asset-allocation strategies to solve vexing portfolio problems. Harnessing the same high-caliber research, we’ve developed indexes that offer portfolio solutions for various applications. A Breadth of Solutions By combining a unique blend of science and art that bridges the gap between modern portfolio theory and the practical issues of designing and implementing effective investment strategies, we offer an array of multi-asset-class indexing solutions. Our asset-allocation suite of indexes covers target-date, target-risk, multi-asset-class income, and realasset strategies. These indexes can help you meet complex benchmarking needs and can serve as the basis of passively managed funds. For more information, call 11 312 384-3735 or download our free white papers at: global.morningstar.com/US/AAIndexes
More Options With More Options Surveying the field of ETF options By Chintan Kotecha, Nitin Saksena, Youssef Brahimi and Benjamin Bowler 10 November / December 2012
Page 1 and 2: Plus Blitzer on the history of opti
Page 3: Contributors Mark Abssy Mark Abssy
Page 6 and 7: STOXX LIMITED INNOVATIVE INDEXING.
Page 8 and 9: People’s futures are in your hand
Page 12 and 13: Exchange-traded products span a wid
Page 14 and 15: Figure 5 Median notional Volume ($B
Page 16 and 17: the put spread in this example is $
Page 18 and 19: The Loch Ness Monster. Sightings of
Page 20 and 21: TAKE A NEW LINE WITH YOUR EQUITY Po
Page 22 and 23: Over the past 12 years, U.S. invest
Page 24 and 25: Figure 6 $15 $12 $9 $6 $3 5 Indexes
Page 26 and 27: 500 BuyWrite Index (BXM)—was anno
Page 28 and 29: volatility that was about 30 percen
Page 30 and 31: Most investors are familiar with op
Page 32 and 33: equired to establish this position
Page 34 and 35: THE POWERSHARES DB COMMODITY INDEX
Page 36 and 37: Depression was history, rather than
Page 38 and 39: academic assessment of the very exi
Page 40 and 41: Alternative Investments 4.0% Real E
Page 42 and 43: tion and management. Within it, an
Page 44 and 45: Much ink has been spilled on the pe
Page 46 and 47: Figure 1 sectors No. of top dogs Re
Page 48 and 49: over the 30-year span. “Business
Page 50 and 51: States, the average concentration p
Page 52 and 53: Figure 10 sectors Source: Research
Page 54 and 55: investors were charging, ProShares
Page 56 and 57: of health care services, primarily
Page 58 and 59: open the Etracs Long-Short S&P 500
Page 60 and 61:
Morningstar Index Funds U.S. Style
Page 62 and 63:
Exchange-Traded Dow Jones U.S. Indu
Page 64 and 65:
ETF Analytics Your clients want mor
Page 66 and 67:
PICK THE HIGH HANGING FRUIT. Find 1
Page 68 and 69:
InsideETFs portFolio management str
Page 70 and 71:
©2012, THE NASDAQ OMX GROUP, INC.
Page 72:
Crossword Thinking About Options Te
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