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Economic Outlook
Despite uncertainty in certain European countries, macroeconomic data suggest strong economic activity in Japan. What lies ahead for developing economies? Read More...
Stock Sector Outlook
Banks
Basic Materials
Consumer
Energy
Healthcare
Industrials
Technology
Utilities
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Feature Articles
Identifying A Sponsor's Impact on Total Returns: Performance Attribution for the Total Portfolio. A sponsor's investment decisions fall into two general categories: strategic asset allocation and active management. The active management portion is further subdivided into tactical asset allocation and manager selection. Total portfolio attribution measures the impact of these investment decisions. Read More...
Asset Allocation is King. Forget about that 90% number. After removing the market movement, asset allocation and active management are equally important in explaining return variations. Read More...
Most Popular Stock Strategist Reports
Is a Reversal of Fortune Imminent in Latin America? If Mexico has maxed, could Brazil be beckoning? Read More...
Three Top Picks From Our Ultimate Stock-Pickers' New Money Purchases. We often like to take a look at what our Ultimate Stock-Pickers are buying for the first time within their portfolios, also known as new money purchases. Looking at these give us some insight into what these stock pickers think are the most attractive buying opportunities right now, as we feel that they are a better indication of potential opportunities than just looking a managers overall holdings. Read More...
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Morningstar DirectSM: Quick guide to
Total Portfolio Attribution
Total Portfolio (Macro) Attribution refers to the analysis of decisions made at the overall portfolio level. Available in Direct, this tool enables sponsors to identify the performance attributable to the strategic asset allocation policy, examine the outcome of deliberate deviations from policy weights, and measure manager-picking skill in aggregate, or by asset class or investment style.
Click here to begin the step-by-step guide to using Total Portfolio Attribution in Morningstar Direct.
Watch Training Video
Read Feature Article
Morningstar Direct Product Output User's Guide
Institutions around the world use Morningstar Direct to access comprehensive investment data and advanced functionality to perform statistical and graphical analyses. The platform's research capabilities deliver a seamless workflow for business development, product development, and internal and external reporting. This guide will help you use Morningstar Direct output to support your analyses, communications, and marketing initiatives.
Third Party Index Changes
Effective 1 July, you may have experienced changes in your access rights to certain constituent-level data through Morningstar Direct. To date we have completed agreements with FTSE, MSCI Barra, Russell, and S&P. For more information, watch the webcast.
Morningstar® EnCorr®: Liability-Relative Optimization Case Study
The true risk for the portfolio is not the standard deviation of the assets or the performance of the assets relative to that of peers; it is not being able to fund the future liability. Liability-relative optimization, or surplus optimization, is not a new concept. After all, it is the investor's total financial health that matters; not the risk and return of the assets in isolation. Read More...
Client Training and Support
Dedicated client consultants help users throughout your organization integrate the platform's capabilities. A variety of training programs are available in your local language for new and experienced users.
• On-site training
• One-on-one online training
• Live webcast trainings
• Pre-recorded demonstrations
• E-mail support
 
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