The Year in ESG - Exercise | November 23
In this virtual workshop, you will discover all ESG enhancements brought to Morningstar Direct in 2021.
Risk Model - Exercise | October 26
In this virtual workshop, you will discover the data points, charts, Presentation Studio components, and Morningstar Research related to the Morningstar Risk Models. You’ll learn how to analyse individual managed products for unexpected risk or how they compare to peers. Find out how to share information with internal and external clients about how models and portfolios may perform in various market scenarios and where this specific risk is coming from.
Asset Flow Forecasts - the New Asset Flows Portal - Exercise | September 23
In this virtual workshop, you will explore asset flows data to see where investors are focused, using our business intelligence tools. Teams can predict likely future outcomes, pinpoint investor trends as they unfold, and fine-tune their distribution plans, for a proactive approach to asset management.
Analytics Lab - Notebooks - Exercise | August 19
In this virtual workshop, you will learn how to more deeply and efficiently analyse investments with the brand-new Analytics Lab module. Discover how the library of notebooks here provides both standard and unique calculations for examining investments and more.
Q2 Product Update | July 22
Join us for this Product Update on the latest Morningstar Direct enhancements.
Using the Morningstar Excel Add-In to retrieve data - Exercise | Jun 15
In this virtual workshop, you will learn how to retrieve data from Morningstar Direct using the Excel Add-In in Microsoft Excel.
Conducting Peer Analysis with Performance Reporting - Exercise | May 20
In this virtual workshop, you will learn how to use Performance Reporting to perform your peer analysis and automate your reporting.
Sustainability and Morningstar Direct Webinar | May 18
Learn how Morningstar Direct can help you in selecting, analysing, reporting on funds' and portfolios' sustainability. Senior Customer Success Manager Ebert de Ronde covers the Morningstar Sustainability offering in Morningstar Direct as part of your fund selection, analysis, and reporting processes.
Q1 2021 Product Update | Apr 22
Join us for this Product Update on the latest Morningstar Direct enhancements that were launched in the 1st quarter of 2021.
Direct Ask-Me-Anything - Workspace, Performance Reporting, Presentation Studio, Morningstar Excel Add-In | Apr 20
The Customer Engagement and Customer Success teams answer your questions during this "Ask-Me-Anything" webinar on Workspace, Performance Reporting, Presentation Studio, and Excel Add-In.
Reporting on a Model Portfolio's ESG Breakdown with Presentation Studio - Exercise  | Mar 18
In this virtual workshop, you will learn how to create a factsheet in Presentation Studio to report on your portfolio’s ESG scores and breakdowns.
Creating a Model Portfolio - Exercise | Mar 16
In this virtual workshop, you will learn how to create model portfolios in Morningstar Direct. Discover how to update changes in positions over time with the Import function.
Global Risk Model - Exercise | Feb 18
In this virtual workshop, you will learn how to identify the drivers of portfolio behaviour, stocks' exposure to risk factors, and more.
Global Risk Model Webinar - A New Lens for Portfolio Analysis | Feb 16
Get an introduction to the Morningstar Global Risk Model, a new lens for portfolio risk analysis with this will demonstration how to assess a fund’s risk using our risk model methodology. Discover the sources of portfolio return as a result of your risk factor exposure.
Direct Ask-Me-Anything - Workspace, Performance Reporting, Presentation Studio, Morningstar Excel Add-In | January 27
The Customer Engagement and Customer Success teams answer your questions during this "Ask-Me-Anything" webinar on Workspace, Performance Reporting, Presentation Studio, and Excel Add-In.
 
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