Morningstar Financial Fitness - Investor Education

Navigating Investors Through Uncertain Markets

FIND OUT WHY ALL OF THESE GREAT COMPANIES HAVE CHOSEN US AS THEIR SOLUTION

Financial Communications for Investor Engagement

Our Financial Resource Library offers industry-tested financial concepts in a variety of convenient formats that assist
financial service providers in educating their clients.

But You Have a Trump Card ...

… And it ISN’T just some intangible concept on the World Wide Web. It’s something you can touch and hold, and if you listen very closely, you can hear it softly whispering the names of people you have yet to meet.

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.

Present with Confidence

Prepare PowerPoint presentations for seminars and client or corporate meetings with 18 topical presentations. All images have been FINRA reviewed for use with the public and include full speaking notes and data sourcing.

License Our Financial Charts & Graphics

Choose single images for limited distribution, or for more options, access the entire over 200 graphics via a global permission license. Incorporate licensed images into derivative materials, such as brochures, flyers, emails, and websites.

Co-branding & re-branding is available, contact us to learn more!

See How Nancy Uses Her Artifact to Keep the Flowers Growing!

READY TO GET STARTED?

Thousands of potential clients are untapped and unengaged. Let us help you attract and cultivate them, contact us to learn more.

The “NOW YOU’RE MARKETING WITH (INCREDIBLY DANGEROUS) POWER” Course:

A 5-day Guide to Controlling What Cannot be Controlled

No matter how hard I try, no matter how much might I muster, I cannot exhaust the Spire of Unending Flame.

Well, yeah. It’s unending.

Frequently Asked Questions

Jonathan Smith

Founder/Managing Partner, Smith Partners Wealth Management

“The Andex Chart is an ideal starting point for client meetings, helping me clearly convey various investment concepts while engaging my clients in their own investment decisions.”

First Last

Financial Service Provider

A picture says 1,000 words. Morningstar’s image library is a key tool to help convey complex concepts to clients in a simple and effective form.

Day 1

Setting Up Your Brand New Relic of Imbued Evil

Day 2

Hushing the Murmurs That Do Not Cease

Day 3

Integrating with Marketo

Day 4

Productivity Tips For You and Your New Pet

Day 5

Email Marketing! And the Endless Void That Awaits

My accursed artifact is emitting an incessant, loud hymming, as if a plague of locusts was approaching.

This means the Marketo integration was successful.

Are there any risks to using an object that is saturated with several millennia's worth of sorrows for marketing purposes?

Not really! Accursed artifacts are a sound investment that will reliably increase both the number of leads and their quality. There are some minor issues — for example, temporary or permanent separation of the soul and body — but these can be corrected by installing a custom firmware.

What industry experts are saying about

our Investor Education Solutions

BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS

Enterprise Licensing

Provide information from a trusted source to enhance a marketing program by licensing reputable and objective Morningstar Financial Fitness content.

The Investing Classroom™ is our solution to generating more educated investors.

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.

Explaining complex financial concepts to clients and prospects can be challenging in stable or volatile markets, even for experienced professionals. The Morningstar Andex Chart provides clients an overview of how markets and the economy have performed over the last 97 years. The overriding theme explains how markets rise and fall over time, caused by different factors that affect returns. This chart illustrates how geopolitical tensions, inflation, and rising interest rates are economic pressures that will subside at some point, and things will return to normal, causing an upward pull in the economy.

Available in Print or Digital formats. Enterprise licensing is available to brand handouts and wall chart formats. Flexible distribution offerings. Order more. Save more.

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.

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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.

Enhance Your Marketing Program

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.

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

ORDER YOURS NOWLEARN MORE

U.S. Andex® Chart

Financial Communications Resource Library

A Historical Perspective of Market
Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be a challenge, even for experienced professionals. The right communication tools can go a long way in helping to spark meaningful discussions and client interactions.

Available in Print or Digital formats. Flexible distribution offerings. Order more. Save more.

License our Topical Presentations & Images with Market Commentary

We offer a variety of PowerPoint presentations that individual advisors, asset managers, or home offices can use to present with confidence. In down markets, these presentations can explain to worried clients how over time, the stock market has weathered many downturns and always bounces back. Presentations available include; Managing Through Uncertainty, Downturns & Recoveries, Risk & Volatility and, much more!

All presentations have been FINRA reviewed for use with the public and include full speaking notes and data sourcing. Co-branding & re-branding is available.

SCHEDULE DEMO

BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS

BROWSE COLLECTION NOW

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

ENTERPRISE LICENSING

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.

CONTACT US

Individual Advisors can buy a digital license to share via email or teleconference with clients

BUY DIGITAL LICENSE

For Enterprise Licensing Options Please Submit a Form.

VIEW ONLINE STORE

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

BUY DIGITAL LICENSECONTACT US

BROWSE COLLECTION

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

CONTACT US

Enterprise Licensing

Individual Advisor Licensing