Morningstar Direct Webinar Recordings

Watch all of the topics we have covered in our webinars in your own time. To view the Morningstar Direct Workshops we have coming up, please click here and register for the sessions that are of interest to you.

Crafting Compelling Reports with Presentation Studio

Presenter: Paayal Sharma
Date: 20 March 2025
Description: In this session, we cover:
  • How to effortlessly create compelling reports using Presentation Studio.
  • Getting started with ready-made templates
  • How to customise reports that effectively communicate your findings and tell your investment story.

Introduction to Excel Add-in

Presenter: Anna Chavez
Date: 20 February 2025
Description: In this session, we cover:
  • How to install/access Direct’s Excel Add-in
  • Quickly retrieve data from Morningstar Direct into Excel
  • Learn how to work with single-cell and time series data points using the Excel add-in
  • Streamline your Excel reporting process by utilising the dash codes in the Excel add-in

Mastering Total Portfolio Attribution

Presenter: Anna Chavez
Date: 21 November 2024
Description: In this session, we cover:
  • How to build a Total Portfolio Attribution Report to analyse the results of strategic asset allocation policies, as well as fund selection.
  • Customising asset classes to support policy or SAA benchmarks.
  • Generating clear and understandable reports, graphics, and other client-ready presentations.

The Power of Direct Lens

Presenter: Paayal Sharma
Date: 29 October 2024
Description: In this session, we cover:
  • Enhanced dynamic portfolio construction and editing.
  • Comprehensive portfolio analysis with interactive charts and tables.

Portfolio Management Essentials

Presenter: Anna Chavez
Date: 24 September 2024
Description: In this session, we covered:

  • creating portfolios from scratch;
  • importing portfolios using an Excel template into Direct;
  • rebalancing portfolios;
  • creating presentation reports in Presentation Studio.

Foundations of Morningstar Direct

Presenter: Paayal Sharma
Date: 28 August 2024
Description: This session is designed for both new and existing users to deepen their understanding of Morningstar Direct’s foundational features and functionality. Key highlights include:
  • an overview of Morningstar Direct’s key features and functionalities.
  • local and global databases.
  • how to create and edit investment lists in Workspace.
  • building a dynamic search criteria in Workspace.
  • editing and saving data sets for future use.
  • accessing Interactive Charts, Dashboards and drill into fund holdings.

Fees and Features Data in Direct - Super, Investment and Pension Platforms

Presenter: Shweta Shah and Stephen Toth
Date: 30 July 2024
Description: Morningstar has recently launched Fees and Features data for Super, Pension and Investment Platforms which is now readily available for you to access in Morningstar Direct.

This data helps build a consolidated view of the fees and features involved while investing in a particular portfolio, whether through a super fund or investment platform. The need for this data is set to grow as advice practices increasingly seek efficiencies and leverage technology to provide better investment outcomes for their clients.

Watch this webinar for insights on use cases for this data and how you can access it in Direct to better support your clients.

Performance Reporting

Presenter: Paayal Sharma
Date: 19 June 2024
Description: Watch this session for insights on:
  • building a competitor analysis performance report from scratch;
  • applying conditional formatting rules to make reports visually appealing and easy to analyse;
  • automating report generation to help save time.

Stress-testing portfolios under realistic market scenarios

Presenter: Iain Perry
Date: 7 May 2024
Description: Stress-testing your portfolios can prepare you for unforeseen circumstances and put your clients at ease. With portfolio stress testing, you can:
  • Gauge portfolio exposure to risk factors.
  • Compare a fund to competitors under a range of pressure tests.
  • Assess the maximum drawdown.
  • Compare your fund to an index benchmark to better understand the quality of a fund’s performance.
Watch this session for insights on how the Morningstar Investment Management team use scenario analysis to forecast potential outcomes for portfolios.

Fixed Income Data

Presenter: Mark McPhee
Date: 1 December 2023
Description: This 9-minute video demonstrates how Morningstar Direct surfaces our new suite of individual Bond data. And how can you easily make comparisons across Fixed Income managers.

Analytics Lab: Transform and Accelerate Your Data Analysis

Presenter: Sara Otterbeck and Lorenzo Galasso
Date: 1 November 2023
In the session you will learn how to:
  • How to take your analysis to the next level with pre-built Morningstar Notebooks
  • Customised notebooks both within Morningstar Direct and the externalised python package
  • How to schedule data feeds out of Morningstar Direct

Accessing Morningstar Medalist Rating on Morningstar Direct

Presenter: Mark McPhee
Date: 20 September 2023
Description: Learn more about the Morningstar Medalist Rating and updating your performance reports with this new and important data point.

Asset Flows Module

Presenter: Mark McPhee
Date: 9 November 2022
Description: The Asset Flows module is a great way to easily dissect and analyse Asset Flows data across Funds. Here is an 8-minute overview of how to get started using Asset Flows.

Interactive Charts and Managed Fund Dashboard 

Presenter: Mark McPhee
Date: 30 September 2022
Description: Dashboards or Interactive Charts is a fantastic way to quickly chart or table some data. Perfect for ad-hoc cases or if you want to cross check anything. Here is an 8-minute overview video of using some popular interactive charts and the new Managed Fund dashboard.

Accessing Company Level ESG Data

Presenter: Mark McPhee
Date: 02 August 2022
Description: Here is a 10-minute video of how to access Company level ESG data. Whether accessing Product involvement and exposure to controversies, or positive impact themes, or a breakdown of the ESG risk associated with the Company. 

Portfolio Analysis - Equity Portfolio

Presenter: Mark McPhee
Date: 14 July 2022
Description: With the current market volatility and challenging economic conditions, now is a great time to learn more around Morningstar Direct’s Equity Attribution tool via the Portfolio Analysis module.

In this 30-minutes training webinar, we do a step-by-step run through of how to use a Fund or Custom Model and apply an Equity Attribution on its performance, selections, and sector attribution.
 
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