cancel
Showing results for 
Search instead for 
Did you mean: 

Access Risk Model capabilities in Office Cloud

Access Risk Model capabilities in Office Cloud

New Risk Model components have been added to Morningstar Office Cloud. This premium and exposure data will help users understand various factors that drive investment risks and returns to enable them to make better investment decisions.

The following table describes each risk model component:

Risk Model Component Description
Risk Exposure Snapshot

This component allows users to break down the risk
embedded in a portfolio according to the selected risk
model. 

By tracking the underlying economic exposure to risk model factors, this chart shows how investments or
portfolios behave in a variety of market conditions.

Use the Risk Exposure Snapshot component to identify
strategy changes related to multiple factors and the
associated risk premiums (the returns attributed to the
specific factor).

Holdings Risk Factor

This table displays risk factor data points within the
selected risk model, such as Economic Moat, Financial
Health, and Ownership Risk. This applies to holdings of a
portfolio only (this does not apply to individual
investment analysis). 

Use this table to discover and evaluate the underlying
company-level risk factors in your portfolio.

Multiple Risk Premiums These charts reflect information about the returns
associated with the factors within the selected Risk
Model, and serve as a point of reference for investment
analysis. They are not associated with investments in a
list, screen, account or model.

 

These charts and tables are available within the Risk Factors and Risk Premium pre-built tabs within the following analytical views:

  • Clients & Accounts
  • Prospects
  • Models
  • Managed Investments

The Risk Premium tab is a great place to start an analysis of understanding which factors have been in or out of favor in the market.The Risk Premium tab is a great place to start an analysis of understanding which factors have been in or out of favor in the market.The Risk Factors tab breaks down a fund and its holdings into the distribution to different factors in the selected Risk Model.The Risk Factors tab breaks down a fund and its holdings into the distribution to different factors in the selected Risk Model.

Or, use the Edit panel to access these components in a new or customized tab.

Use the Edit or New Tab buttons to create custom tabs with these components.Use the Edit or New Tab buttons to create custom tabs with these components.

Version history
Revision #:
1 of 1
Last update:
‎07-01-2020 01:26 PM
Updated by:
 
Contributors