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.

Unlocking Research & Analytics in Morningstar Direct

Tuesday, 24 March | 12 p.m. - 12:30 p.m. (AEDT)

This session provides an introduction to Morningstar Direct’s Interactive Research and Analytics Lab and highlights how these tools work together to support investment research and analysis. The webinar demonstrates the overall research-to-analysis workflow and presents key tutorials, guides, and resources to help users effectively use Analytics Lab.

Use Interactive Research to explore core research models including holdings analysis, risk and performance insights and peer comparisons
Understand the role of Analytics Lab in extending Morningstar Direct analysis, navigate the interface including tutorial notebooks and exercise guides, and access Morningstar documentation to explore data availability, functions, and common workflows.
Use the Morningstar Direct Extension to quickly pull saved investment lists, custom portfolios and screening criteria into Analytics Lab
See how the Analytics Lab AI Assistant (GenAI) can support analysis and streamline workflows

Presented by: Junyang Yan, Customer Success Manager

Upcoming Morningstar Direct Workshops

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