Morningstar Hedge Fund Data

Morningstar? Hedge Fund Data

Morningstar Hedge Fund Data Benefits 3 A recognized, trusted source of investment information 3 Solutions to drive research and investor communications 3 Independent, objective and survivorship bias free

A trusted independent source Morningstar is a leading provider of independent investment research in global markets. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.

of indexes facilitates vigorous performance measurement, portfolio construction and optimization. Our independent research offers exclusive insight to a fund's management and risk. The Morningstar analyst reports include a management review, investment strategy, risk assessment, and Morningstar viewpoint.

Extensive hedge fund information Morningstar's worldwide coverage of 280,000 investment offerings includes global hedge fund data and research. Our goal is to bring more transparency to the hedge fund industry, much like we did with the mutual fund industry more than 20 years ago.

Our offering of 8,500 active hedge funds is one of the most robust offerings and includes nearly 300 data points. Our timely, reliable data includes performance statistics, risk analysis, portfolio and strategy insight and manager profiles. The unique Morningstar Rating is a quantitative assessment of risk-adjusted performance that allows investors to easily compare hedge funds within the same peer group and identify those worthy of further research.

Investors interested in a reliable benchmarking system to analyze how hedge fund strategies perform and correlate with markets can use the Morningstar Category Indexes and the Morningstar Indexes based upon the MSCI Hedge Fund Index Methodology and Classification Standard for a more granular analysis. This comprehensive lineup

Commitment to data quality Quality investment data is the core of Morningstar's business. Morningstar uses proprietary screens and quality assurance tests at each stage--from collection to delivery--to provide clients with the cleanest information. All data is collected directly from hedge fund managers and reviewed by Morningstar data analysts for accuracy and completeness.

Hedge fund data in Morningstar products Morningstar hedge fund data is available to accredited investors through (see reverse side for information): 3 Morningstar DirectSM 3 Morningstar DirectSM Alternative Investment Edition 3 Morningstar? Advisor WorkstationSM 3 ? 3 Morningstar? Licensed Data 3 Morningstar? Investment ProfilesTM

Get more information Visit Call 1 866 431-3968 or 1 312 384-4904 E-mail hedgefunds@

Hedge Fund Data

Comprehensive global coverage

Total number of funds (Includes single-managed hedge funds, fund of hedge funds, and CTAs) Fund of hedge funds Funds per domicile:

U.S. Offshore Europe Asia/Australia

8,500

More than 300 screenable data points

3,700

1,700 4,300 1,950

300

Portfolio holdings for 1000 hedge fund firms

Morningstar? Hedge Fund Data Included in Morningstar Products

Morningstar DirectSM

3 Integrate investments across data universes for manager searches

3 Track hedge fund trends using portfolio holdings for 1,000 firms

3 Consult hedge fund reports from Morningstar analysts

3 Customize benchmarks, time periods, risk statistics, and more

3 Conduct holdings- and returnsbased style analysis

3 Generate client-ready reports

Morningstar Direct is a global institutional research platform that provides seamless access to all of Morningstar's databases, including hedge funds. Using timely Web-based delivery, Morningstar Direct combines peer and style analysis and performance evaluation with data customization and extensive graphing capabilities to deliver a sophisticated solution for robust investment research.

1 866 229-0216 1 312 384-4164

Alternative Investment Edition

3 Access 8,500 active hedge funds, funds of hedge funds and CTAs

3 Customize benchmarks, time periods, risk statistics, and more

3 Import automatically user-entered private funds for comparisons

3 Analyze data with customizable charts, tables, and reports

3 Benchmark performance against 29,000 global indexes

Morningstar Direct Alternative Investment Edition offers fund of fund managers, hedge fund managers, investors and consultants with Web-based, qualitative and quantitative tools that support their hedge fund research and due diligence needs. Designed for the alternatives professional, it's optimized for performance evaluation, investment selection, competitive analysis, and portfolio creation.

1 866 229-0216 (in U.S.) 1 312 384-4904 (outside U.S.)

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Other Products

Morningstar ? Advisor Workstation SM This Web-based investment planning platform for financial advisors features in-depth research; robust client reports and portfolio management; goal-based planning; and asset allocation tools. Institutions can offer their affiliated advisors the customized Enterprise Edition, while Office Edition is designed for independent advisors.

1 866 619-5932

1 800 886-1749

? For millions of investors, is a preferred online destination for independent analysis and timely information. Accredited investors who subscribe to Premium Membership can quickly search key hedge fund information such as fundamental risk/return metrics, management background, and fees.



Morningstar ? EnCorr? This software platform offers the tools to research, create, analyze, and implement optimal asset allocation strategies. An innovative solution for conducting advanced statistical and graphical analysis, EnCorr helps build portfolios designed to generate robust returns at varying risk levels.

global.encorr 1 800 758-3557

Morningstar ? Licensed Data With Morningstar Licensed Data, institutions license a data feed to use information from Morningstar's expansive proprietary database. Data feeds support a range of applications, such as conducting research, making investment comparisons, developing products and services, and improving communication with investors.

1 888 736-0780

?2008 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. Product specifications are subject to change without notice.

October 2008

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