Upcoming Morningstar Direct Workshops

Below are all our upcoming client webinars for Morningstar Direct. To watch all the topics we have covered in our previous digital workshops, click here.

Streamlining fund monitoring and investment research with Performance Reporting

Tuesday, 23 June | 12 p.m. - 12:30 p.m. (AEST)

What we will cover:

Streamlining monthly fund monitoring, peer analysis, APL management and investment menu reviews using Morningstar Direct.
Building automated performance reports with conditional formatting to identify key indicators, compare funds, monitor performance trends, and improve the efficiency of ongoing investment reviews through data-driven workflows.
Enhancing oversight, governance, and fund research processes across investment and advisory teams with streamlined reporting capabilities.

Presented by: Junyang Yan, Customer Success Manager

Upcoming Morningstar Direct Workshops

Submit your details below to register.