Navigating Investors Through Uncertain Markets
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Our financial charts, graphics and FINRA reviewed presentation materials are branded and backed by Morningstar data. 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.
Co-branding & re-branding is available, contact us to learn more!
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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Geopolitical tensions, inflation, and rising interest rates are just a few of investors' economic pressures. The complexities of today's market make it difficult to keep clients informed and educated on why it's essential to stay invested now more than ever.
Financial Service Providers use our FINRA-Compliant Financial Communication Charts and Presentations to better educate and retain their clients in stable or turbulent markets.
Professionally Designed Financial Charts & Presentations
Enterprise Licensing includes:
Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format
Access to individual charts and graphics, or full library of 200 images and 18 FINRA compliant presentations
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 your 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.
Navigating Investors Through Uncertain Markets
With a 200% surge in web traffic for most major financial services firms, smart companies will look to turn to online education and tools to capture the “Loyalty Effect”.
Individuals trust those firms that help educate and empower them versus sell them their products. Our Financial Resource Library and Investing Classroom can help you deepen client relationships in stable or turbulent markets.
Our financial illustrations and presentation materials are branded and backed 100% by Morningstar data. Having strong financial education offers financial service providers the ability to provide their clients with the assurance that tumultuous economic times like these will not last.
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
U.S. Andex® Chart
Financial Communications Resource Library
A Historical Perspective of Market
Downturns and Recoveries
Interested in viewing examples of available charts and presentations?
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.
Individual Advisors purchase your pre-printed wall charts here
For large enterprise licensing options submit a form
Ibbotson® SBBI
The Ibbotson SBBI reflects a 97-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, 2022.
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 historical events provide context for asset class movement. Also known as "Growth of $1."
Demonstrates the importance of staying invested.
Individual Advisors can buy a digital license to share via email or teleconference with clients
For Enterprise Licensing Options Please Submit a Form.
For Individual Advisor Licensing Options Visit our Online Store.
The Ibbotson® SBBI Has Been Updated Through 12/31/2020 to Reflect The Current Market
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.
Ibbotson® SBBI
For Enterprise Licensing Schedule a Demo
Individual Advisors Visit our Online Store
*Individual Advisors can access a limited version of Investing Classroom for Free on Morningstar.com
Interested in the Canadian Andex Chart? For Enterprise Licensing submit a form, for individual advisor options, please click here.
*Please note, we do not sell pre-printed posters of the Ibbotson SBBI. We only offer printing options through an enterprise license.
Individual Advisor Licensing
*Individual Advisors can access a limited version of Investing Classroom for Free on Morningstar.com
Enterprise Licensing
Enterprise Licensing
Individual Advisor Licensing