Morningstar Pension, Endowment, and Foundation Database

Morningstar Pension, Endowment, and Foundation Database - Solicitation of Interest

Morningstar is considering the formation of a pension, endowment, and foundation database.

There will be no cost to participate in the voluntary database, and we do not foresee requesting information that will be difficult or expensive to provide.

In return, Morningstar will provide the trustees and administrators of each plan with periodic analysis reports, comparing the plan’s performance, risk, and portfolio to its peers within a state or nationwide.

Why a Pension, Endowment, and Foundation Database?

Though corporate, public, and endowment funds and foundations in the United States manage trillions of dollars, it is still a challenge to find objective, comprehensive information on performance, expenses, risk, and holdings.

The key to success and to Morningstar moving ahead with the formation of such a database is widespread participation.

In order to help the decision-making process, please complete the following survey.

1. Name:

Name:

2. Title:

Title:

3. Name of the corporate plan, public plan, endowment, or foundation you represent:

Name of the corporate plan, public plan, endowment, or foundation you represent:

4. Consulting firm name (if applicable):

Consulting firm name (if applicable):

5. AUM of plans, endowments, or foundations you represent as of 3/31/2007 ($ millions):

AUM of plans, endowments, or foundations you represent as of 3/31/2007 ($ millions):

6. E-mail address:

E-mail address:

7. Direct phone number:

Direct phone number:

8. If you have a website for the plan, endowment, or foundation, please enter the web address here:

If you have a website for the plan, endowment, or foundation, please enter the web address here:

9. If applicable, please enter the current number of plan participants (000):

If applicable, please enter the current number of plan participants (000):

10. If applicable, please enter the current number of plan annuitants (000):

If applicable, please enter the current number of plan annuitants (000):

11. What type of plan(s) is it? (please check all that apply)

What type of plan(s) is it? (please check all that apply) A defined benefit structure

A defined contribution structure

A hybrid structure

Endowment

Foundation

Other (please specify)

12. Will you be able to provide the following information each month for the preceeding month?

	Yes	No
Gross returns	Will you be able to provide the following information each month for the preceeding month? Gross returns Yes	No
Net returns	Net returns Yes	No
Expenses	Expenses Yes	No
Portfolio holdings	Portfolio holdings Yes	No

13. Will you be able to provide the following information initially and update when necessary?

	Yes	No
Summary of objectives from the Investment Policy Statement	Will you be able to provide the following information initially and update when necessary? Summary of objectives from the Investment Policy Statement Yes	No
Name of the consulting firm advising the plan, endowment, or foundation	Name of the consulting firm advising the plan, endowment, or foundation Yes	No
Names and titles of the trustees	Names and titles of the trustees Yes	No
Actuarial assumptions	Actuarial assumptions Yes	No
Funding levels	Funding levels Yes	No

14. What is your plan's, endowment's, or foundation's definition of expenses?

What is your plan's, endowment's, or foundation's definition of expenses?

15. Which industry associations does your organization belong to at present?

Which industry associations does your organization belong to at present?

16. Please provide any additional questions or comments below.

Please provide any additional questions or comments below.

We will follow-up to inform you of our decision on whether the database is feasible and your potential interest in participating.

Thank you for completing this survey.

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