Morningstar
2014 Sponsor Kit
®
Morningstar
Sponsorship Opportunities
About Morningstar
2014 Morningstar Events
Morningstar, Inc. is a leading provider of independent investment
Your firm may partake by acting as a sponsor for one or more of
research in North America, Europe, Australia, and Asia.
our premier established industry events. Reaching out to key
decision makers in the fund industry will help achieve your
The company offers an extensive line of products and services for
company’s goals and increase your brand awareness and
individual investors, financial advisors, asset managers,
exposure.
retirement plan providers and sponsors. Morningstar provides
data on approximately 446,000 investment offerings, including
3 Morningstar Executive Forum – series of events throughout
stocks, mutual funds, and similar vehicles, along with real-time
2014 (Toronto, Montreal, Vancouver)
global market data on more than 10 million equities, indexes,
3 The Power of Moats: Competitive Advantages Drive
futures, options, commodities, and precious metals, in addition
to foreign exchange and treasury markets.
3 Is Smart Beta Really Smart? – May 28th, 2014, Toronto
Superior Performance – April 16th, 2014, Vancouver
3 Is Smart Beta Really Smart? – June 12th, 2014, Montreal
Morningstar also offers investment management services
3 Fall – Toronto, subject TBA
through its registered investment advisor subsidiaries and had
3 Fall – Montreal, subject TBA
approximately $159 billion in assets under advisement and
3 Fall – Vancouver, subject TBA
management as of Dec. 31, 2013. The company has operations in
27 countries.
3 2nd annual Morningstar Golf Tournament — June 24, 2014
3 20th annual Morningstar Awards — November 26, 2014
Contact Details
For more information on sponsorship opportunities, please
contact Helen Bilhete, Director, Event Sponsorship Sales, at
helen.bilhete@morningstar.com
+ 416.484.7020
Customized sponsorship packages are also available to meet
your marketing and branding goals.
2
Morningstar
Sponsorship Opportunities
Why Should Your Brand Partner with Morningstar?
3 Strategic
association with Morningstar brand—leading provider
Charity Beneficiaries
Morningstar has two charitable beneficiaries: MusiCounts
of independent investment research—and a high level of media
associated with the Morningstar Awards and Sistema Toronto
value. with the Morningstar Golf Tournament.
3 Opportunities
to network with key industry contacts at a variety
of established events: golf tournament, thought leadership
MusiCounts
events and Awards gala.
Associated with CARAS, MusiCounts is Canada’s music
3 Opportunity
to showcase your brand and your products and
services to a targeted, captive, hard-to-reach audience.
3 360-degree
marketing approach offers seamless integration of
online, print, multi-media and social media marketing.
3 High
brand visibility and awareness via email campaigns and
advertising through Morningstar’s extensive email reach.
3 Extended
3Turn-key
in Canada, regardless of their socio-economic circumstances and
cultural background, have access to a comprehensive music
program through their school. With the help of our sponsors and
guests, Morningstar will make a sizeable donation to
MusiCounts, assisting in its goal to keep music alive in schools
across Canada.
marketing reach through media partners.
execution and stellar post-sale service.
Target Audience
Sponsors will reach a motivated audience of senior financial
services executives from across Canada and representatives
from the media. Morningstar events provide multiple opportunities to introduce product or brand messages to this select group.
The professional titles our guest list holds include Executive
Management, Product Investment Management, Sales and
Marketing, Asset/Portfolio Managers, CEOs and CFOs.
3
education charity. MusiCounts’ mission is to ensure that children
Sistema Toronto
A portion of the golf tournament proceeds will support charitable
beneficiary Sistema. Sistema Toronto’s mission is to build and
sustain an intensive social program that provides free, ensemblebased music lessons to inspire children at risk to realize their full
potential as students, musicians, and citizens.
*Please note that fund companies are not permitted to sponsor
the Morningstar Awards, but most firms do purchase tickets and/
or tables.
Morningstar Executive Forums
The Morningstar Executive Forums brings together experts and
key influencers in the financial industry to discuss trends,
insights and business-building ideas in an informal, independent
setting where questions and networking are encouraged.
Attendees include performance heads, sales and marketing
executives, and other professionals seeking practical strategies
to remain competitive in today’s financial markets and
prepare for global regulatory changes. Morningstar industry
experts and guest speakers engage in dialogues with
attendees, who also benefit from opportunities to discuss key
issues and network with peers. Additional Executive
Forums will take place throughout 2014, in major cities including
Toronto, Montreal and Vancouver.
Is Smart Beta Really Smart?
May 28, 2014: Morningstar Toronto office
This session will feature three panelists: Som Seif, president
and CEO, Purpose Investments Inc., Bill Tilford, head of
quantitative investments, RBC Global Asset Management and
Atul Tiwari, managing director, Vanguard Investments
Canada Inc.
4
June 12, 2014: Montreal
This session will feature three panelists including Som Seif,
president and CEO, Purpose Investments Inc., Nicolas
Papageorgiou, associate professor, HEC Montreal and Walter
Lenhard, senior investment strategist, Vanguard Equity
Investment Group. The panel will be moderated by Christian
Charest, editor of Morningstar.ca.
With investors questioning the value of traditional market-cap
weighted benchmarks, alternative approaches to capture
higher returns, known as Smart Beta, have become increasingly
popular. Our expert panelists will discuss if the time for
the traditional approach to indexing has passed and whether the
many flavours of Smart Beta constitute an improvement.
Additional Executive Forums will take place in fall 2014. Details
will be announced.
Morningstar Executive Forums
Sponsorship Benefits Overview
Unique Sponsorship Benefits
with industry peers on derivative issues
3 Network
3 An
informal opportunity to pose questions to senior speakers
3 Share
3 Showcase
your brand nationally in major cities including Toronto,
Montreal and Vancouver
best practices and compare against your own strategies
Single Event Sponsorship
Number of opportunities per event Exclusive sponsorship at the event
Lead
Major
Associate
1
1
4
Lunch or Breakfast
Coffee Break
Recognition during opening remarks
L
Logo inclusion on on-site multimedia
L
L
Logo placement on weekly event email
L
L
Marketing material table
L
L
$10,000 $5,000
$3,500
Lead
Major
Associate
1
1
4
Lunch or Breakfast
Coffee Break
Price Per Event
National Event Sponsorship
(package of four events, multi-city: Toronto, Montreal and Vancouver)
Number of opportunities per event Exclusive sponsorship at the event
Recognition during opening remarks
L
Logo inclusion on on-site multimedia
L
L
Logo placement on weekly event email
L
L
Marketing material table
L
L
$30,000 $15,000
National Sponsorship Price
5
L
L
$10,500
2nd annual Morningstar Golf Tournament
June 24, 2014 (full day event)
Glen Abbey Golf Club, Oakville
The 2nd annual Morningstar Golf Tournament is a premier
networking event. Guests will enjoy a round of golf in scramble
format at the prestigious Glen Abbey Golf Club in Oakville, and
have opportunities to network with industry peers at the
tournament breakfast as well as the post-tournament cocktail
reception and dinner. Glen Abbey Golf Club has been a grand
stage for golf history since opening more than 30 years ago. In
2000, Tiger Woods hit the shot of the year out of a fairway
bunker on the 72nd hole of the Canadian Open to win by a single
stroke.
“Good location, networking opportunity, good food
and good value.”
“The Morningstar Tournament is excellent because it was a quick
round of golf by tournament standards, ample time
and opportunity to socialize, great food and got home at a
very good hour.”
“It was a good networking opportunity, jovial atmosphere at a
great golf course! I look forward to next year’s event!”
“One of the most well-organized tournaments I have
participated in.”
6
2nd annual Morningstar Golf Tournament
Sponsorship Benefits Overview
Unique Sponsorship Benefits
exposure to our captive and premium target audience
in a recreational setting, including a full day of golf with multiple
opportunities to network
3 Brand
Number of opportunities per event Exclusive sponsorship at the event
Complimentary passes
Preferred pricing for additional registrants
Advertising on morningstar.ca (3 month)
Lead
Major
Associate
1
1
1
Cocktails & Dinner
Breakfast
Lunch
2 Foursomes
1 Foursome
1 Foursome
L
L
L
100,000 impressions
50,000 impressions
Recognition during sponsored event
L
L
Logo inclusion on on-site multimedia
L
L
Logo placement on weekly event email
L
L
L
Logo placement on golf website
L
L
L
Cocktails & Dinner
Breakfast
Lunch
Opportunity to promote the company with giveaways (with Morningstar approval)
L
L
Logo placement on golf score card
L
L
L
Logo on the gift received by all participants
L
Logo on the Welcome banner
L
$10,000
$8,000
Logo signs placed during sponsored event at location
2014 Package Price
$20,000 Additional Opportunities TrackMan5,000
Hole in one
4,000
Beverage/snack cart sponsor
3,000
Hole Sponsorship and game/contest (Closest to the hole and longest drive)2,500
Putting green contest sponsor
2,500
Practice facility sponsor
1,500
Hole Sponsorship (branded tee sign)
1,000
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20th annual Morningstar Awards
November 26, 2014
Fairmont Royal York, Toronto
The 20th annual Morningstar Awards program represents the
year-long evaluation efforts of dozens of firms, analysts, and
experienced jury members and is designed to help investors
identify the country’s most exceptional funds and fund managers
for the previous year. Morningstar Awards honour companies
and individuals that Morningstar believes have made a
difference in the lives of investors through superior investment
products, service, marketing, and education, including mutual
funds, pooled funds, and hedge funds. Throughout the evening,
over 40 individuals are recognized in a series of on-stage and
rapid fire award presentations.
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“Wellpaced, high production value of event.”
“The food, the hosts, the networking, the band, I enjoyed all of it.”
“The program and the schedule were excellent.”
“Top rate event. You feel this is the must go-to industry event.
Great job!”
20th annual Morningstar Awards
Sponsorship Benefits Overview
Unique Sponsorship Benefits
celebration of the fund industry’s most respected
awards
3 Premiere
3 Entertainment
(band, celebrity host, etc.)
3 On-stage
awards presentation—opportunity to speak directly to
the audience
3 Through
partnerships with major media outlet in the local
markets, coverage of the Morningstar Awards provides
additional exposure
Principal
Lead
MajorPost-Party Associate
Reception
SOLD
L
Category—industry exclusivity as principal sponsor
Logo placement on the event ticket
L
L
L
L
Unique on-stage opportunity that includes key welcome
remarks and an announcement of two awards on stage
during the ceremony
L
On-stage award presentation
L
L
L
L
Logo placement displayed on weekly event e-mails
L
L
L
L
L
Logo placement displayed on investmentawards.com
L
L
L
L
L
Welcome ad + 60x90 static badge on morningstar.ca
L
Morningstar.ca co-branded advertising (options avail.)
L
e-direct blasts (brand specific)
Two
L
Logo placement on highlights video completed after the event
L
L
L
L
L
Logo placement in 4, half-page, 4C print ads within Investment Executive
L
L
L
Full page ad in the event program
L
Half page ad in the event program
L
L
L
Quarter page ad in the event program
Logo on on-site sponsor presentation featured on all multi-media
L
Opportunity to integrate your brand with the video production on screen
L
Logo on all on-site signage
Logo on photo back-drop
L
L
L
L
L
L
L
L
L
L
L
L
L
L
L
L
Post party announcement on stage
L
Dessert table integrated with the sponsor’s logo
2014 Package Price
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$75,000 $50,000
$20,000
$20,000
$10,000
20th annual Morningstar Awards
Sponsorship Benefits Overview (cont.)
Logo integration on the rapid fire video presentation (available for Mutual, Pooled and
Rapid Fire Awards Presentation or
Single Award Sponsorship
L
Hedge Fund Award)
Opportunity to have brand recognition and logo placement during
Award presentation
2014 Package Price
10
L
$5,000
1 Toronto Street, Suite 500
Toronto, Ontario M5C 2W4
Canada
+1 877 489-7074