Morningstar® AwardsSponsor Kit

Morningstar AwardsSponsorship Opportunities

About Morningstar Awards

The Morningstar Awards are designed to help investors

around the world identify the year’s most exceptional funds and

fund managers. Awards are announced throughout the

year at ceremonies across Europe, Asia, Africa, and the Americas,

honoring managers that have added the most value for

investors. Fund and fund group nominees are selected based

on sound quantitative methodologies that emphasize outperfor-

mance over one-, three-, and five-year periods, while our

regional analyst-driven Fund Manager of the Year awards recog-

nize managers who have not only achieved impressive

returns, but also been strong stewards of shareholder capital.

About Morningstar

Morningstar, Inc. is a leading provider of independent

investment research in North America, Europe, Australia, and

Asia. The company offers an extensive line of products and

services for individual investors, financial advisors, asset manag-

ers, retirement plan providers and sponsors. Morningstar

provides data on stocks, mutual funds, and similar vehicles, along

with real-time global market data on equities, indexes,

futures, options, commodities, and precious metals, in addition to

foreign exchange and treasury markets. Morningstar also

offers investment management services through its registered

investment advisor subsidiaries. The company has

operations in 27 countries.

Sponsorship Opportunities

Your firm may participate in the Morningstar Awards by acting

as a sponsor for one or more of our premier industry events.

(Please note that fund companies are not permitted to sponsor

Morningstar Awards events.)

Sponsorship benefits include:

3 Premier celebration of the fund industry’s

most respected awards

3 Personal interaction with key decision makers

3 High brand visibility and awareness via email

campaigns and advertising through Morningstar’s

extensive global network

Contact Details

For Europe, Middle East, Africa, and the Americas:

Nicola Harley

nicola.harley@morningstar.com

+44 203 107 0121

For Asia:

Cecilica Chung

cecilica.chung@morningstar.com

+852 2973 4655

Morningstar Awards Sponsorship Benefits

Lead Associate Sponsor Sponsor

Sponsor logo will be included in the following:

Save-the-date announcement ◊ ◊

Event invitation ◊ ◊

Banners and on-screen signage at event ◊ ◊

Dinner menu ◊ ◊

Ads on Morningstar and/or media host websites promoting the event ◊

Small exhibition booth or table ◊ ◊

Opportunity to provide a promotional item for each attendee ◊

Two- to three-minute welcome speech by senior executive of sponsor ◊

After-dinner drinks or dessert table featuring sponsor logo ◊

10 complimentary tickets to invite key clients and prospects ◊

3 complimentary tickets for sponsor staff ◊

5 complimentary tickets to invite key clients and prospects ◊

2 complimentary tickets for sponsor staff ◊

Customized sponsorship packages are also available to meet your marketing and branding goals.