Welcome to the Learning Resource Library. Access the materials organised by product capability below. If you’re not sure where to get started, check out product capabilities organised by specific role-types that’s best-suited for what you do.
Workspace
Performance Reporting
Creating a Heatmap Report
Creating a Management Group Report
Retrieving Asset Flows
Using Dash Codes
Presentation Studio
Sustainability & ESG
Fund Selection Using ESG Criteria
Reporting on a Fund's ESG Scores and Data
Company-Level ESG Data Add-On
Reporting on a Model Portfolio's ESG Scores
Asset Flows
Research Portal
Portfolio Management
Model Portfolio - Import
Importing Acount Return Series
Account Holdings Automated Import
Using Combined Series
Portfolio Analysis
Asset Allocation
Risk Decomposition
Forecasting
Excel Add-In
MSDP
MSDATE
MSTS
MSHOLDING
MSOWNER
Additional Tools
Notes Manager - Importing
Custom Database - Historical Datapoints
Custom Database - Composition Datapoints