A number of studies have shown that clients value independent research which provides a 360-degree view of their portfolio. In today’s competitive world, Morningstar Direct offers a cutting-edge solution for advisers and asset managers to be ahead of the curve by meeting clients complex goals.
Morningstar Direct is a global investment analysis platform uniting all of Morningstar’s data and institutional research, private and third-party content, rigorous analytics, and productivity tools. Join us on August 29, 2018 in Mumbai to learn more about this powerful platform.
A unique highlight of this cloud-based software is that you don’t have to spend hours manually generating reports for your clients whenever you need them. Just by cratering of your research criteria once, you can automate the results for subsequent use. This is one of the most widely used function which is called ‘batch management.’
Besides getting access to Morningstar’s in-depth coverage on global and domestic trends, Morningstar Direct can help you generate bespoke client reports which provide performance attribution on a number of key metrics. It also offers high degree of customization in colours, fonts, etc. which will help you design white labelled reports.
What you'll learn at the Mumbai Direct Forum:
- Evaluate sources of alpha for a fund manager by analyzing the performance attribution of a strategy.
- Analyze fund manager styles and the consistency with which a strategy has been applied.
- Compare funds across relevant peer groups on the basis of various risk parameters and ratios.
- Employ a variety of optimization techniques available on Morningstar Direct for constructing asset allocation models
- Use the expansive database of Morningstar Direct to create a portfolio of stocks, mutual funds, etc. and manage them on an ongoing basis
- Learn how you can use Morningstar Direct to construct asset allocation models for different risk profiles and manage portfolios.
Event Details:
