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Global Training That's Truly Global
To serve our clients around the world, Morningstar Direct offers complimentary live online classes in local languages. Simply select your time zone, register for a class, and join the session using WebEx. We also provide unlimited access to additional complimentary training methods, including regional sessions for hands-on trainings, dedicated client solutions consultants for one-on-one trainings, and certification to become Morningstar Direct Certified. You can also access the training widget under the Home folder in Morningstar Direct to be notified of specific upcoming live sessions in your region.
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Morningstar Direct 3.12 New Enhancements
Morningstar Direct 3.12 will be available soon! Join us as we cover the new Retirement Plan Reporting capabilities in Morningstar Direct, where you can import multiple plans, create plan reviews in Presentation Studio, generate batches and view them online using Report Portal (optional add-on feature in Morningstar Direct). We will also discover the new enhancements made to Asset Allocation, Portfolio Analysis, and Note Manager.
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This 30-minute session is specifically designed for new users of Morningstar Direct. To help you get started, it will focus on basic navigation and functionality. After attending this session, we recommend that you register for other Live Sessions listed below.
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Monitor Investment Line-ups with Rankings and Custom Scores
Learn how to streamline and simplify your performance reporting process for various investments across multiple asset classes and custom groups. Select peer groups, specify performance periods, and customize benchmarks to monitor your results. Use the scorecard to conduct further analysis by creating custom grades to calculate overall scores of your list of investments.
View Sample Report
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Create Compelling Custom Presentations
Learn how to easily create professional, custom-branded fact sheets and presentations, incorporating your company's logos, colors, fonts, and custom disclaimers. Start with pre-built Morningstar templates or design your own, using data from Morningstar's database or your imported proprietary investment data. Save your report as Adobe PDF documents or Microsoft Powerpoint files for easy sharing and distribution.
View Sample Report
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Get Insight on Investor Trends
Take advantage of comprehensive, worldwide asset flow data to assess investor trends and perform competitive analysis, develop new products, and market managed investment products. Start with aggregated data, drill down to specific findings, and export data for further analysis.
View Sample Commentary
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Identify the Impact of Investment Decisions & Track Real-Time Portfolio Analysis
Learn how to create an equity attribution report of your portfolio or your competition's portfolio to decompose the excess return and identify the impact of investment decisions. Use real-time portfolio analysis to help monitor your portfolio and make better investment decisions.
View Sample Report |
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Identify the Impact of Strategic Asset Allocation Decisions
Learn how to produce a total portfolio attribution report to identify excess return based on asset allocation and manager selection. Examine the outcome of deliberate deviations from policy weights and measure the manager-picking skill in the aggregates, or by asset class or investment style. View Sample Report
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Determine Optimal Asset Allocation Strategies
Learn how to use the asset allocation tool to create optimal asset allocation policies for specific investment goals. Develop asset class assumptions, identify your target portfolio(s), and forecast future performance. View Sample Report |
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Create Custom Portfolios
Learn how you can use the portfolio management workspace to build model portfolios and import private investments. View Sample Report |
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Maximize Morningstar Data in Microsoft Excel
Learn how to retrieve data points from the Morningstar databases and load them into Microsoft Excel for further calculation, formatting, or charting. Take advantage of the thousands of widely used data points available for each investment type. View Sample Report |
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The Morningstar Direct Certification program is a quick and easy way for new users to become familiar with all of the product's capabilities. Each capability section concludes with a short exam. Results are available instantaneously and you must receive a score of 75% or more to continue to the next section. To become Morningstar Direct Certified, you must pass all sections. Exams can be retaken as needed. Once certification is complete, you can then explore a larger library of training opportunities available within Morningstar Direct.
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