Week 2
Morningstar Direct for Asset Management | Marketing Service
Presentation Studio
Create compelling presentations or PDFs to communicate your findings and tell your investment story.
Creating Factsheets and Workbook Templates
Learn the basics of Presentation Studio by replicating the two most common template types.
Report Portal (optional)
Reduce firm risk, deliver time-savings to the home office, and empower your distribution team to address questions on-the-fly through dynamic, compliance-approved custom report templates built in Presentation Studio.
Custom Reporting at Scale
Practice applying the basic commands used to retrieve data from the Morningstar Direct database and learn tips about how to work most efficiently with this tool.
Asset Flows
Monitor and analyze broad investor trends across multiple geographical markets, investment types, and channels.
Navigation and Custom Reports
Move from one set of analysis to another, and create a custom report with the data points and aggregation of your choosing.
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