Morningstar

In today's dynamic world, one often faces the dilemma to choose the best funds for client's portfolio from  wide range of options which optically may seem to have different strategies but when one spends time in analysis & research the picture looks completely different. Most investment professionals do agree that, although it does not guarantee against loss, diversification is the most important component of reaching long-range financial goals while minimizing risk. 

As part of our endeavor to enhance user experience of Morningstar Advisor Workstation (AWS)  and provide handy solutions to such scenarios, we are pleased to inform you that we have enabled "Common Holding Tool " feature in HomePage >> Tools >>Other tools section . 

This feature will enable you to clearly distinguish the percentage of common holdings upto 50 funds entered / selected at a time .In fact you can also drill down on the details of what are the common underlying holdings too.  To add to your convenience and frequent use you can select the funds from your pre saved lists  directly from “Research Lists “  and “ Research Searches” . 

This would be an instantaneous source of reference data to compare across peers and across periods and act as a handy tool to conduct your own custom analysis.
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. 


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