Week 1
Morningstar Direct for Asset Management | Product Management
Workspace
The Workspace module is where users save content they create, such as investment lists, searches, custom data sets, and more.
Overview
Learn how Morningstar Direct is designed, its components, and how they interact with each other.
Investment Lists
Investment lists are static investment sets. You can create them manually or import them.
Searches
Define characteristics for the types of investments being sought. These update dynamically over time.
Data Sets
Create a collection of data points to meet the needs of your analysis and save these for reuse.
Charts/Reports/Holdings
Learn how to use pre-built charts and reports to help users analyze investments and view underlying holdings of managed products.
Performance Reporting
Streamline the reporting process of investments across multiple asset classes. Apply scorecards and conditional formatting to identify specific trends and communicate your analysis.
Peer Analysis Report
Which funds in a Morningstar Category performed the best over the past five years? Learn how to build a report to easily analyze and identify your outcomes.
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