Week 4

Morningstar Direct for Asset Management | Investment Team

Alerts

Create alerts on investments, portfolios, category changes and more to stay on top of the latest changes.

Creating Alerts

Monitor changes to a fund’s Morningstar Rating or Morningstar Category.

Note Manager

Document and share investment information with your team members within the organization.

Creating Notes

Create a series of notes on your investments concerning performance, ratings, and more.

Custom Database

Create custom classifications for types of security, then apply them to various areas of Morningstar Direct.

Creating Custom Data Points

Design unique data points for use when analyzing and reporting on investments.