Morningstar Awards Sponsor Kit ® Morningstar Awards Sponsorship 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 outperformance over one-, three-, and five-year periods, while our regional analyst-driven Fund Manager of the Year awards recognize 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 managers, 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: Anne Connelly anne.connelly@ morningstar.com +49 89 41559 101 For Asia: Deborah Choong [email protected] +852 29734656 Morningstar Awards Sponsorship Benefits Lead Associate SponsorSponsor Sponsor logo will be included in the following: Save-the-date announcement L L Event invitation L L Banners and on-screen signage at event L L Dinner menu L L Ads on Morningstar and/or media host websites promoting the event L Small exhibition booth or table LL Opportunity to provide a promotional item for each attendee L Two- to three-minute welcome speech by senior executive of sponsor L After-dinner drinks or dessert table featuring sponsor logo L 10 complimentary tickets to invite key clients and prospects L 3 complimentary tickets for sponsor staff L 5 complimentary tickets to invite key clients and prospects L 2 complimentary tickets for sponsor staffL Customized sponsorship packages are also available to meet your marketing and branding goals.