MIFID II came into effect on the 1st January 2018 and with it came a set of new requirements. As a result, there are many new data points that are now available to view in Adviser Workstation, which we have handily grouped together for ease of use.
Please click MIFID II below to see how you can access this new information:
We will be running a series of online training sessions for Morningstar Adviser Workstation in early March, to cover some of the essential tools such as portfolio management and research & analysis.
Please find more information on dates, times and how to join at the following link:
Register for online training for Adviser Workstation
Please copy and paste the link below to your internet browser to access the Morningstar Cost Calculator.
http://lt.morningstar.com/obcfky3yio/custom
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We will be running additional training in January, details of which can be found here.
On Wednesday November 15th we are running a training day at our London office on City Road for Morningstar Adviser Workstation.
For more details, please view the agenda here, and if you have not already registered, please contact us via adviser@morningstar.co.uk to reserve your place.
“The difficulty in life is the choice” – George A. Moore
In a previous post we noted how to allocate at the portfolio level within Investment Planning (details here), but there are further options available for scenario comparison.
Illustrate the impact of allocating to different targets in a side by side comparison, and include this in your report. Click the image below for details.
Performance of a model portfolio is dependent on the securities held within it. What we should also bear in mind are the securities that used to be held, as they also contribute to performance.
In order to see a depiction of a model portfolio’s performance that holds on to the history of changes the portfolio has undergone, use a Variable model.
Details of how to create and run a Variable model are available via the image below.
“Asset allocation is not that different from what mom told us when growing up: don’t put all your eggs in one basket.” – David I. Lampe
Having a well diversified portfolio is key to risk management, and asset allocation is a vital part of this. Morningstar have the underlying holdings of thousands of funds, which makes it possible to compare two or more funds in order to see how closely they correlate.
Use the Correlation Matrix to see how similar the funds in a portfolio or list are. Click the link in the image below for further details.
The 2017 Morningstar UK Investment Conference is nearly upon us! Please click the banner below for further details
If you are using Investment Planning to make a recommendation of a single proposal that an investor should be working towards, there are more choices available. Click below for details.
There is a wealth of data available within Adviser Workstation, so if you wanted to know if we include fund fees in total return, what the Equity Style box is displaying or how a fund can obtain a Gold analyst rating, click below for more information.
