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Our financial illustrations and presentation materials are branded and backed 100% by Morningstar. They enhance any marketing initiative, highlight the strengths of specific investments, educate existing customers, and add credibility to communications.
Financial Providers Use Morningstar Financial Fitness Solutions To:
Help individuals make better financial decisions and move toward financial
wellness
Arm professionals with investment knowledge and professionally researched
and designed materials.
Provide flexible solutions that allow institutions to effectively communicate with clients and reinforce their brand.
The “NOW YOU’RE MARKETING WITH (INCREDIBLY DANGEROUS) POWER” Course:
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The Investing Classroom™ is our solution to generating more educated investors.
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In today’s crowded marketplace, financial providers must find new ways to attract prospects and deepen client relationships.
Diversifying marketing efforts to engage a greater audience is essential in this digital age.
Are You Ready to Grow Your Business? Discover how our financial communications library can help you attract new prospects and deepen client relationships.
What’s Included in Our Suite?
Professionally designed images and presentations backed by Morningstar ’s data & research
Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format
Flexible licensing available—license a single image or the full library
Print and electronic distribution options available
Presentation & Illustration Library
The U.S. Morningstar Andex Chart provides a Clear, Historical Perspective of Market Downturns and Recoveries
U.S. Morningstar Andex® Chart
Learn more about how the Morningstar Investing Classroom can help you Attract, Build, and Cultivate deeper relationships with their clients.
Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.
The World of Marketing to Your Customers is Changing.
In today’s crowded marketplace, financial providers must find new ways to attract prospects and deepen client relationships.
Diversifying marketing efforts to engage a greater audience is essential in this digital age.
Are You Ready to Grow Your Business? Discover how our financial communications library can help you attract new prospects and deepen client relationships.
Our financial illustrations and presentation materials are branded and backed 100% by Morningstar. They enhance any marketing initiative, highlight the strengths of specific investments, educate existing customers, and add credibility to communications.
Financial Providers Use Morningstar Financial Fitness Solutions To:
Help individuals make better financial decisions and move toward financial
wellness
Arm professionals with investment knowledge and professionally researched
and designed materials.
Provide flexible solutions that allow institutions to effectively communicate
with clients and reinforce their brand.
Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.
What’s Included in Our Suite?
Professionally designed images and presentations backed by Morningstar ’s data & research
Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format
Flexible licensing available—license a single image or the full library
Print and electronic distribution options available
Andex® Chart
Illustration Library & Ibbotson® SBBI
A Historical Perspective of Market
Downturns and Recoveries
Download a Copy of Our Image Library Catalog to See Examples
The Investing Classroom™ is our solution to generating more educated investors. Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge, attitudes, and behaviors, leading to more confident and engaged investors.
Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge.
Ibbotson® SBBI Poster
The Ibbotson SBBI reflects a 95-year examination of past capital market returns and provides historical insight into the performance characteristics of various asset classes. This graph illustrates the hypothetical growth of inflation and a $1 investment in four traditional asset classes over the time period January 1, 1926, through December 31, 2020.
The SBBI (Stocks, Bonds, Bills, and Inflation) is a premium image available through our Financial Resources Library. Key highlights include:
History of major asset classes since 1926
Key historic events provide context for asset class movement Also known as "Growth of $1"
Demonstrates the importance of staying invested.
Individual Advisors Visit our Online Store
For Enterprise Pricing Please schedule a demo
Individual Advisors purchase your pre-printed wall charts here
Individual Advisors can buy a digital license to share via email or teleconference with clients.
For Enterprise Licensing options submit a form.
Interested in the Canadian Andex Chart? For individual advisor licensing click here. For Enterprise Licensing submit a form, for individual advisor options, please click here.
For Enterprise Licensing options please submit a form.
Individual Advisors can buy a digital license to share via email or teleconference with clients.
*Please note, we do not sell pre-printed posters of the Ibbotson SBBI. We only offer printing options through an enterprise license.