On March 30th, an upgraded version of the desktop edition of Morningstar Direct was released. This version brings the desktop edition to data parity with the web-based version of Morningstar Direct. That means that all data points users could previously find only in the web-based version are now available in the desktop edition.
We will begin publishing daily posts here with links to content that our product and market experts have prepared to help you get the most use out of your Morningstar products, regardless of where you are. Please share your feedback on how we can better serve you and your clients!
The Standard Factor Model is the newest iteration of the Morningstar Risk Model. It contains seven standard investment factors broadly accepted in the investment industry as being important drivers of risk and return. These can be seen in various parts of the web-based version of Morningstar Direct.
Three new pre-defined scenarios were recently added to the Scenario Analysis tab for investment and portfolio workbooks. Use the Component Settings icon to select Scenarios > Pre-Defined Scenarios to see them.
In short, we built Morningstar Advisor Workstation specifically for registered representatives with the intent to deliver independent research, high-quality investment data and portfolio analytics, and “point of sale” reporting capabilities that are compliant (e.g. FINRA reviewed reports), easy to understand, and ultimately help financial advisors communicate the value of their investment advice.
Two weeks ago, Joel Bruckenstein (Technology Tools for Today—T3) and Bob Veres (Inside Information) released their 2019 Software Survey. In its third year, the survey reveals the preferences of more than 5,000 advisors as it relates to the tools they’re using and their overall satisfaction with these software products. Read on to find out what they had to say about Morningstar.
There's nothing quite like New York City at the holidays, so it was my pleasure to join our team and our customers at the final Morningstar thought leadership forum of 2018. If you weren't able to attend, @Lakman summarized the key take-aways here. We covered everything from asset management to advisor trends, ESG/Sustainability and dug into some serious math with our quant and product team leaders for our Global Risk Model. Still as a relative newbie (I've been with Morningstar 18 months), this was my first Forum in which I was presenting. Here were my aha moments.