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Editorial Calendar

Over the course of the year, the various Morningstar publications cover the topics that are most important to serious investors. Align your marketing and messaging to our calendar for maximum retention and conversion.

 Print Editorial Calendar

February/March
Ad Close: Dec. 11, 2009
Material Due: Jan. 4, 2010

Global Investing:

  • Morningstar’s analysts look at how the world is rebounding from the 2008 financial crisis and where to find the best opportunities.

April/May
Ad Close: Feb. 19, 2010
Material Due: March 1, 2010

Be Prepared:

  • The past decade was a rocky one for investors, but the environment could prove just as rough the next decade. To help advisors tackle these and other possible scenarios, Morningstar’s economists and analysts will list the best investments to make under a host of difficult economic conditions.

June/July
Ad Close: April 16, 2010
Material Due: April 30, 2010

Fixed Income:

  • In this new era of low expected equities returns, we examine whether bonds should have an elevated place in clients’ portfolios.

August/September
Ad Close: June 18, 2010
Material Due: June 30, 2010

Estate Planning:

  • Uncertainty surrounding how Congress will handle the estate tax sunset provision in 2010 has made planning complicated. We’ll examine the best strategies in light of what’s happening on Capitol Hill.

October/November
Ad Close: Aug. 20, 2010
Material Due: Aug. 27, 2010

Salvaging Retirement:

  • After the financial crisis decimated clients’ retirement portfolios, investing clients’ retirement nest eggs requires new strategies. We’ll revisit common retirement income strategies and examine the best ways to create reliable cash flow targets.

December/January
Ad Close: Oct. 15, 2010
Material Due: Oct. 29, 2010

Active vs. Passive Investing:

  • There's been a lot of noise since the meltdown about which style of investing is superior. The problem is, the best time to decide how much to devote to active and how much to devote to indexing, is when you are creating a client's long-term investment plan, not during a market crash. We’ll help you separate fact from fiction in the active/passive debate, allowing you to decide the best course of action for your clients.
 Online Editorial Calendar

Quarterly

  • Quarter-end Review
  • Quarterly Fund Manager Round Table

January 2010

Rebuilding Your Portfolio for the Future

  • Focus on rebalancing strategies, assessing winners/losers in your portfolio, redeployment of cash and portfolio checkups.

February 2010

Tax Planning

  • Minimize Taxes, Tax-Efficient Picks, Maximize Roth IRA, update on new legislation.

March 2010

Investing in Retirement

  • Investment ideas and recommendations during the retirement.

April 2010

Asset Allocation

  • Topics will include perspectives on tactical asset allocation, exploring the idea of the death of asset allocation, balancing portfolios for a 'new normal' environment, creating aggressive, moderate, and conservative portfolios, and planning asset allocation for retirement portfolios in drawdown or income mode.

    • Q2-Q3 2010
    Months TBD

    • Overseas Investing
    • Currencies/Commodities
    • Strategies: Hedge Fund/Absolute Return and Asset Allocation
    • Investing in: Retirement/Income Investing and Real Estate

    October 2010

    College Savings

    • Best/Worst college savings plans
    • Rollout of new data pages, assessment for 529 alternatives and how to budget

    Nov/Dec 2010

    Outlook for 2011

    • “Ideas Week” where Morningstar analysts, strategists and noted outside managers and experts recommend where investors put their money.