Welcome to the Morningstar DirectSM for Wealth Management Training Program, a four-week immersive experience designed to help manager research teams learn the application as you create content within it.
Week 1 (Fundamentals)
Orient yourself in Morningstar Direct and pick up basic skills like creating lists, searches, and custom data sets. Build a performance report for peer group analysis and fund selection.
Week 2 (Reporting)
Create compelling presentations or PDFs to communicate your findings and tell your investment story. Practice using the Microsoft® Excel® Add-In to easily retrieve data from Morningstar Direct.
Week 3 (Analysis)
Design unique data points for use when analyzing and reporting on investments. Get daily coverage of the investment research and fund evaluations that are most relevant to your work.
Week 4 (Additional Skills)
Document and share investment information with your team members within. Create alerts on investments, portfolios, category changes and more to curate a feed of up-to-date information. Build and manage model portfolios for monitoring and analysis.
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