Week 3

Morningstar Direct for Wealth Management | Advisor Team

Equity Attribution

Identify the effects of a manager's investment decisions by analyzing their investment style, stock selection, or market timing.

Evaluating an Equity Fund

Learn how to access and identify the information for an equity fund analysis.

Portfolio Building

Create and manage model portfolios for monitoring and analysis.

Model Portfolio (& Custom Benchmarks)

Build a model portfolio to help clients achieve their goals with targeted solutions.

Total Portfolio Attribution

Evaluate the effects of strategic asset allocation and active investment management choices by determining their performance.

Analyzing Fund-of-Funds

Create a custom benchmark to use as part of the analysis of a fund-of-funds.