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Morningstar Advisor Magazine December/January 2010 Issue

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In This Issue: December 2009/January 2010

December 2009/January 2010 This issue's spotlight looks at alternative investments as a means of lowering risk. There's also a conversation with Andrew Lo and Cliff Asness, a research piece on target-date funds, and more. Web content will be introduced throughout December and January, and the digital edition is available here.

Spotlight : Alternative Investments

Alternative Investments Go Mainstream

There's probably a place for alternatives in your clients' portfolios.

After Meltdown, More Advisors Turn to Alternatives

But a Morningstar survey finds that most say clients want to take a conservative approach.

Where to Find Low Correlation

These funds offer investors easy access to complex alternative strategies.

Commodities Are a Rock in a Hard Place

As the asset class has become more popular, its diversification benefits have faded.

Morningstar Conversation

Undiscovered Managers

Ford Draper Jr., Kalmar Investments

Inspired by a vessel that brought Swedes to the New World, Draper has built a firm that emphasizes results over renown.

Pat English, FMI Large Cap

To make the cut at FMI Large Cap, a stock must go through an intensive examination.

Letter from the Editor

On Topic

How Big a Role Do Alternative Investments Play in Your Practice?

10 Questions

Advisor Profile

It's All About the Plan

Unbundling financial planning from investment management (with a big dose of the warm fuzzies) has paid off for this firm.

Gray Matters

This Time It's Personal

Because clients will hold target-date funds for decades, it's critical for advisors to judge the people who run the funds.

Investments a la Carte

Four Picks for the Present

Four offerings deemed to be right for right now.

Sector Rap

Screens

Manager's View Participants

Most Recent Sales Idea