Date submitted: 07-22-2008

What is the proposed product?

Morningstar Investment Research Center

Provide a URL for this product.

http://library.morningstar.com Trial setup by request.

Describe the scope & content in detail.

Morningstar Investment Research Center Benefit Summary • 23,000+ mutual funds • 800+ ETFs • 8,500+ stocks from NYSE, AMEX, Nasdaq, and OTC exchanges • 250 screenable fund data points • 450 screenable stock data points • 2,000 Fund Analyst Reports • 2,000+ Stock Analyst Reports • Updated continuously throughout the day Ideal for Undergraduate and Graduate Investing Courses, and Financial Certification Programs Morningstar Investment Research Center combines in one convenient database all the fund and stock information necessary for in-depth research and insightful course assignments. Colleges and universities nationwide are adopting Morningstar Investment Research Center for use in under-graduate and graduate programs, as well as in professional certification training, such as CFP programs. Morningstar Investment Research Center offers the same functionality as software, but with many additional advantages. It is online, so information is always up-to-date. In one database, you have comprehensive information on both mutual funds and stocks. And each fund and stock report is loaded with critical data and decisive analysis. Also, because it’s web-based, students, faculty, and librarians can use Morningstar Investment Research Center from anywhere on or off campus with Remote Access. Faculty and librarians are invited to give Morningstar Investment Research Center a personal evaluation—free for 30 days. Morningstar Investment Research Center features include: • IP Recognition for hassle-free setup • Remote Access for accessibility from anywhere on or off campus • On-board tutorials and training programs for faculty, staff, and students And more!

What is the intended core audience for the product?

Students, faculty, staff.

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