Where am I invested?

by Alexander Wells on 21 Aug 2015

Morningstar Adviser Workstation contains the underlying holdings for thousands of funds, data that can then help with identifying exactly where a client or model portfolio is invested, and hence where changes may need to be made.  Adviser Workstation can highlight portfolio weightings on a country or regional basis, by clicking X-Ray > World Regions, or by changing the portfolio view, as illustrated in the link below

X-Ray World Regions

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