Think ETF Virtual Conference

Factor Driven Index Investor Guide

Collar Strategy for Fund Managers

A ten year study by the Center for International Securities and Derivatives Markets at the University of Massachusetts found that a long protective collar strategy using 6-month put purchases and consecutive 1-month call writes earned far superior returns compared to a simple buy-and-hold strategy while reducing risk by almost 65%. The research evaluated passive and active implementations of long protective collar strategies on the Powershares QQQ Exchange-Traded Fund (Ticker: QQQQ). The study also simulated a collar on a small cap mutual fund. The return of the active mutual fund collar was four times the return of the fund, while the standard deviation was about one-third lower. Over the 122-month study period, the passive collar returned almost 150% while QQQ lost one-third of its value. The active collar outperformed both strategies and returned more than 200%.

Morningstar Advisor Workstation | Sample ETF Report

A sample report of the FINRA-reviewed Investment Detail Report for ETFs contained within Advisor Workstation.

Daily 20+ Year Treasury -1x Bear Fact Sheet

2013 Mid-Year AdvisorShares Active ETF Report

Morningstar ETF Invest Conference | October 2—4

The event that brings together advisors investing in ETFs, with sessions focused on three key areas; strategic, tactical, and managed portfolio solutions. Featured speakers include Austan Goolsbee, University of Chicago; Rob Arnott, Research Affiliates; Ken Volpert, Vanguard; Jeremy Schwartz, WisdomTree; Rick Ferri, Portfolio Solutions; David Abner, WisdomTree; and Joe Davis, Vanguard. Please click on the download button to view our conference website.

Pring Turner Approach to Business Cycle Investing

Insider Sentiment Fact Sheet

DBIZ Investment Philosophy and Objectives

AdvisorShares Accuvest Global Long Short ETF (AGLS)

OIC Multi Asset Summary

ProShares Global Listed Private Equity ETF (PEX) Full Prospectus

Options Disclosure Document

This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.

PowerShares DB ETN Ticker Sheet

AdvisorShares Meidell Tactical Advantage ETF (MATH)

Morningstar Office | Reporting Overview Brochure

Meet the ETF Team

Prospectus - ETFS Asian Gold Trust

Morningstar Advisor Workstation | Brochure

The complete Advisor Workstation brochure provides a high-level look at this web-based product for financial advisors.

AdvisorShares Athena International Bear ETF (HDGI)

Options and The Financial Advisor

"Options and the Financial Advisor" has the highlights of the OIC's recent benchmark study which measured options usage among advisors, examined how, when and why they used them and compared the practices of advisors who use options with those who do not.

Global Commodity ETP Quarterly

PowerShares S&P Emerging Markets Low Volatility Portfolio Fact Sheet

EELV fact sheet

Daily Total Bond Market Bear Fact Sheet

Alternative Investments: Understanding their role in a portfolio

HDGE Investment Objective and Philosophy

Prospectus - ETFS Silver Trust

Accuvest Investment Process for ACCU

Float Shrink: A Primer

Alternative Strategy Performance

AdvisorShares Global Alpha & Beta ETF (RRGR)

Prospectus - ETFS Gold Trust

ProShares High Yield—Interest Rate Hedged (HYHG) Full Prospectus

1 Beta Inverse ETF Guide

PowerShares DB Commodity Index Tracking Fund (DBC) Fact Sheet

PowerShares DB Agriculture Fund (DBA) Fact Sheet

Accuvest Investment Process for AGLS

Morningstar Direct | Asset Allocation Factsheet

Asset allocation in Morningstar Direct gives investment professionals the flexibility to create optimal asset allocation policies. Emerging from the work of Morningstar researchers, statistical capabilities built into Morningstar Direct introduce a completely new methodology for asset allocation.

PowerShares FTSE RAFI US 1000 PortfolioFact Sheet

Morningstar Investment Services | Tactical Viewpoint Q2 2013

This quarterly piece gives the investment team's quick take on the market and current weightings.

AdvisorShares Pring Turner Business Cycle ETF (DBIZ)

Morningstar Direct | Asset allocation article on new methodology

Prospectus - ETFS Platinum Trust

Volatility in Perspective

Adding Options to Your Practice in 7 Simple Steps

Income generation, risk management, diversification; there are many compelling reasons to include options in your business. In fact for many advisors the question is not whether to use options, but how to begin. If you find yourself in this group here is a roadmap to get you started.

AdvisorShares Global Echo ETF (GIVE)

PowerShares US Dollar Strategy Discovery

ProShares Product List

Options Talk With OIC

Joe Burgoyne of Options Talk with OIC hosts a special podcast geared towards financial advisors. His guest is Eric Cott, Director of Financial Advisor Education at OIC, who will be sharing his insights on how options can enhance an advisors’ practice and what resources are available. He’ll also share results from the Financial Advisor Benchmark quantitative study which has uncovered some interesting findings about the use of options by financial advisors.

Option-Based Risk Management in a Multi-Asset World

AdvisorShares Accuvest Global Opportunities ETF (ACCU)

ProShares RAFI® Long/Short ETF (RALS) Profile

ETFS Physical Precious Metals Basket Shares (GLTR)

Understanding ETF Liquidity and Trading

Morningstar Office | Sample ETF Research Report

MINC Investment Objective and Philosophy

Morningstar Investment Services | Sales Contacts

This map outlines the territory each member of our sales team represents.

Morningstar ETFInvestor | May 2013 Issue

Sample Issue

ProShares Trust II Prospectus (UCO, SCO, UGL, GLL, AGQ, ZSL, EUO, YCS)

AdvisorShares TrimTabs Float Shrink ETF (TTFS)

PowerShares FTSE RAFI US 1000 Portfolio Insights

Attribution & Insight Piece for PRFZ performance

Morningstar Andex Chart | 2013 Sample

Set within the context of key economic and political events, FINRA-reviewed Andex Charts highlight the relationship between world events and historical market performance.

Morningstar ETFInvestor | Special Offer

Income is not just for conservative investors. Morningstar ETFInvestor offers fresh ideas for income and total return and provides a bird's-eye view of valuations around the globe, portfolio construction concepts, and data on the biggest and most popular ETFs. Conference Special | Annual Digital Subscription for $99 (reg. rate $189) New subscriptions only. Offer ends 9/30/13.

ETFS Physical Asian Gold Shares (AGOL)

Strategies for Using Currency ETFs

Orange Paper Series

Sales Idea: The Power of Multi-Asset Income (CVY)

The Global Alpha & Beta Investment Process

AdvisorShares STAR Global Buy-Write ETF (VEGA)

NASDAQ Equal Weight ETF

Morningstar Direct | Wealth Management Factsheet

Morningstar Direct streamlines investment research, portfolio construction, and client communication for professionals who manage high-net-worth portfolios.

Morningstar Advisor Workstation | Portfolio Snapshot

The FINRA-reviewed Portfolio Snapshot provides an in-depth synopsis of a client’s portfolio with asset class and investment style breakdowns, performance information, and top holdings.

PowerShares DB Commodity Index Tracking Fund Fact Sheet

Volatility Response Fact Sheet

ProShares: Alternatives with the Advantages of ETFs

ProShares Volatility ETFs (VIXY, VIXM, UVXY and SVXY)

Thought Leadership Series

PowerShares S&P 500® Low Volatility Portfolio Fact Sheet

Morningstar Indexes Yearbook

The Morningstar Indexes Yearbook is an annual publication that highlights our research on a wide range of indexing topics, covering all major asset classes.

Leveraged and Inverse ETF Card

PowerShares Low-Correlation to Equity ETF Strategies

Prospectus - ETFS Palladium Trust

AdvisorShares Madrona International ETF (FWDI)

Morningstar 10 Years of Indexing Innovation Video

For over a decade, Morningstar has been developing index industry firsts and delivering innovative indexing solutions. This video celebrates and reflects on our numerous accomplishments over the past ten years.

Taxes and Investing

This booklet summarizes the basic rules governing the federal income taxation of certain investments by individuals who are citizens or residents of the United States and who dispose of an investment in a taxable transaction.

ProShares Large Cap Core Plus (CSM) Profile

Think Retirement Income

The Retirement Income Symposium has a fresh, new look…welcome to the new and improved RIA Think Retirement Conference. We’re offering the same top-notch educational and networking opportunities to all RIAs, while still paying special attention to the challenges, and opportunities, of offering retirement incomes advice. Our annual event provides an established and progressive learning environment for RIAs who actively sell, market, support, and service retirement plans. From social security to client management and service to the impact of healthcare reform, we aim to provide advisors with clear, actionable strategies to address client need.

Options Disclosure Document

This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.

Hedging Bond Risk with Inverse ETFs

Prospectus - ETFS Precious Metals Basket Trust

AdvisorShares QAM Equity Hedge ETF (QEH)

ETF Quarterly Guide

Q2 2013 ETF Reference Guide

Sales Idea: ETFs Best Ideas for 2013

PowerShares Emerging Markets Sovereign Debt Portfolio Fact Sheet

PCY fact sheet

Tales from the Front

AdvisorShares Madrona Domestic ETF (FWDD)

PowerShares DB Agriculture Fund Fact Sheet

PowerShares DB Agricutlture Fund

ETFS Physical White Metal Basket Shares (WITE)

The WCM/BNY Mellon Focused Growth ADR ETFInvestment Philosophy

Morningstar Investment Services | Exchange-Traded Fund Portfolios

This brochure highlights our Exchange-Trading Fund Portfolios, where we employ a proprietary "core and explore" approach that maintains a strategic asset allocation but also targets market opportunities.

Definitive ODD Supplement for RPOs (Alpha Index Options II) 2012-01-04

Definitive ODD Supplement for RPOs (Alpha Index Options II) 2012-01-04.pdf

Learn more about Leverage and Inverse ETFs

Morningstar Investment Services | Market Perspective Q2 2013

This is a quarterly market commentary written by our President and Chief Investment Officer, Jeff Ptak.

Morningstar Direct | Trends in the ETF Managed Portfolio Marketplace

Watch Morningstar analyst, Andrew Gogerty, talk about recent trends in the ETF managed portfolio marketplace. Sponsored by Morningstar Direct.

ETFS Physical Silver Shares (SIVR)

ProShares Trust II Prospectus (UVXY and VIXY)

Combining Value-Add Propositions with Broad Market Investing

Sales Idea: Guggenheim BulletShares® ETFs

AdvisorShares Newfleet Multi-Sector Income ETF (MINC)

Loosening Your Collar: Alternative Implementations of QQQ Collars

Morningstar Indexes | Wide Moat Focus Index Factsheet:

The Morningstar Wide Moat Focus index is based on the Morningstar® Economic Moat RatingTM and is made up of companies which Morningstar believes will sustain positive economic profits for 20 years or more.

Morningstar Advisor Workstation Factsheet

This one sheet provides an overview of Advisor Workstation’s capabilities and included reports.

Rolling Commodities for Yield

Orange Paper Series

Morningstar Direct | Single-Source Research Solution

Morningstar Direct delivers investment vision. It’s a global investment analysis platform that unites all of Morningstar’s data and institutional research, private & third-party content, rigorous analytics, and productivity tools.

Complimentary Business Building eNewsletters from

Sign-up for's free email newsletters and see what more than 145,000 advisors and planners already know! Our eNewsletters are loaded with the vital news, analysis, market info, practice management, retirement, compliance, and portfolio tips you need to increase your business and grow your bottom line.

Risk Mitigating Collar Strategy In a Multi-Asset World

PowerSharse Senior Bank Loan Fact Sheet

AdvisorShares Peritus High Yield ETF (HYLD)

AdvisorShares Madrona Global Bond ETF (FWDB)

Prospectus - ETFS White Metals Basket Trust

Daily Total Market -1x Bear Fact Sheet

ProShares USD Covered Bond (COBO) Profile

Commodities as an Asset Class

Orange Paper Series

Core Strategy Performance

Morningstar Advisor Workstation | Portfolio Comparison Report

The FINRA-reviewed Portfolio Comparison report provides a detailed, side-by-side look at the performance and allocation metrics of two investment portfolios.

Morningstar Office

Watch a Video to see how one RIA changed their practice with Morningstar Office.

AdvisorShares Ranger Equity Bear ETF (HDGE)

Morningstar Investment Services | Exchange-Traded Funds—Ibbotson Momentum Series

This factsheet highlights Ibbotson's Momentum portfolios.

ProShares Merger ETF (MRGR) Full Prospectus

Morningstar Investment Services | Mutual Fund Portfolios

This brochure highlights our Mutual Fund Portfolios. A diversified range of core and niche mutual fund portfolios—each created to achieve superior risk-adjusted returns for clients using a consistent, repeatable investment process.

Options Disclosure Document

This publication refers solely to options issued by OCC. Prior to buying or selling an option, a person must receive a copy of this brochure.

Morningstar Andex Chart | Factsheet

Morningstar Direct | Request a demonstration

Morningstar Investment Services | Exchange-Traded Funds—Asset Allocation Series

This factsheet highlights the portfolios in our Asset Allocation Series.

Morningstar Investment Services | Exchange-Traded Funds—Contrarian Portfolios

This factsheet highlights our three Contrarian ETF portfolios.

Option-Based Risk Management in a Multi-Asset World

Depositary Receipt Indices & InternationalInvesting: Using ETFs

ETF Advisor Pro Newsletter

PowerShares DB US Dollar Index Bullish Fund (UUP) Fact Sheet

Morningstar Investment Services | Select Stock Baskets

This brochure highlights our Select Stock Basket Portfolios, Combines Morningstar, Inc.'s rigorous, independent stock research with our active portfolio management.

Understanding Leveraged ETFs

Morningstar Direct | Find out who is using Morningstar Direct

Daily 7-10 Year -1 Bear Fact Sheet

Investment Professional Product List (USA)

ProShares Hedge Replication ETF (HDG)

ETFS Physical Swiss Gold Shares (SGOL)

ProShares High Yield—Interest Rate Hedged (HYHG)

Insider Sentiment ETF Fact Sheet

Product Guide

Guggenheim Investments ETF Lineup Card

AdvisorShares Cambria Global Tactical ETF (GTAA)

Sales Idea: Accessing Return on the Short-end of the Yield Curve (GSY)

PowerShares Resource ETFs Investor Guide

About PowerShares

AdvisorShares WCM/BNY Mellon Focused Growth ADR ETF (AADR)

Morningstar Indexes | Factsheet

From broad equity indexes that track global markets to a family of commodity indexes, Morningstar offers indexes that cover all major asset classes. This factsheet provides an overview of our index offering.

Morningstar Andex Guide 2013

ETFS Physical Palladium Shares (PALL)

NASDAQ Equal Weight Fact Sheet Q4 2012

Strategies for Using Commodity Exchange-Traded Products

Orange Paper Series

Morningstar Office | Factsheet

Morningstar Office, End-to-End Practice Management product fact sheet.

ETFS Physical Platinum Shares (PPLT)

PowerShares Ticker Sheet

A full menu of our ETF offerings.

Forward-Looking Broad-Market Investing

PowerShares Dorsey Wright ETF Models