MStarBridgehouse Event Material

Morningstar Managed Investments

Thank you for attending a Morningstar/Bridgehouse event featuring…

Morningstar Expertise

Keaveney

Michael Keaveney, M.Sc., CFA

Head of Investment Management, Canada, Morningstar Associates, Inc.

• Gamma: Modelling the Value of Financial Advice

• Morningstar Managed Investments Program Introduction

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Materials to Download

acrobaticon Morningstar Abstract — Alpha, Beta and Now Gamma*
acrobaticon Presentation — Gamma: Quantifying Additional Value Potential from Financial Planning
& Introducing MMIP: Morningstar Managed Investments Program
acrobaticon Morningstar Magazine Article — Advisors Are In A Good Spot*
acrobaticon At-A-Glance — Morningstar Managed Investments Program

Stay tuned for a sneak peek at MStarBridgehouse.com

Featuring:

• Morningstar Managed Investments Portfolios

• Morningstar Commentary Corner

• Morningstar Managed Investments Investor Experience
    – Investor Profile Questionnaire
    – Investment Policy Statement

Five Portfolios

At Your Service

For further information, contact your Bridgehouse Sales Representative.

*This report is published by Morningstar and it has kindly given Bridgehouse permission to distribute it to registered dealers and their registered salespersons.