As advisors in the challenging environment we face day to day, we know our success swears by the adage "Work smart, stay informed". One needs to stay abreast with the latest financial news, find and keep a track of information about the markets . One of the key things to track would also be to have a look at what stocks have made an entry into fund managers’ portfolios and which have been shunned.
Well the good news is that this isn't tedious anymore with the introduction of "What’s In, What’s Out" tool :
This is a very much sought after tool which serves the inherent need for advisors to analyze stock holding movement levels across mutual fund industry. With this you can differentiate yourselves with others on how updated you are in terms of stock holdings of the mutual funds, actions taken by fund managers, portfolio movement across periods and interact with your clients accordingly.
This unique feature "Whats in Whats out" tool gives you access for getting details on the equity stock movement at following levels :
1) Whole fund Industry movement : "Industry Wise"
2) Particular AMC wise movement : " AMC wise" ( Select AMC option)
3) Particular Fund level: "Fund Wise" (Select fund option)
We are sure that you will find this feature very useful.
To know more about Morningstar Advisor Workstation and its features please click here to fill your details. Our representative will get back to you shortly.
