In our latest update to the training content we have available, we have added a training guide that illustrates how to import data from a Microsoft Excel spreadsheet, direct to Adviser Workstation. The import would eliminate the need for tedious manual data entry, and could potentially save a vast amount of time.
Click the link below to open the guide, and see how straightforward it is to import your data to Adviser Workstation:
In order to help advisers get up to speed using Morningstar Adviser Workstation, and discover the features that can assist with managing a practice, we are currently in the process of updating the training content. Visit the new support & training page for screenprints, video clips and more at /training/training-essentials/
Below is an example of content, in this case how security alerts can be set up:
In the new February/March issue of Morningstar Magazine you can see how fees can be a consistent predictor of performance, if a company can be measured solely by its stock returns and whether ETFs or index funds offer investors the cheapest price tags.
Read the latest Morningstar Magazine
In the new December/January issue of Morningstar Magazine you can see how history will view the fund industry’s current embrace of alternatives, how investors are finding the long-term growth in Africa hard to ignore and how accelerated stock-price increases can lead to drops and poor future performance.
Read the latest Morningstar Magazine
In this month’s Global Investment Summary you can read about the Financial Outlook for UK commercial property, that bond yields are generally forecast to head higher over the next year and that global GDP is now unlikely to exceed last year’s 3.0%
Read the full Global Investment Summary
Every month Morningstar issues the Global Investment Summary, a report which details the current economic global outlook.
While there is little doubt that global growth in the latter half of 2014 should show a decent improvement on a very variable first half, more recent data suggests that the US and China will be the key locomotives of world growth in the second. It had earlier been hoped that a more synchronised recovery would enable the world economy to achieve above trend growth in the later part of the year but this now appears unlikely. Read full report
Read previous versions of the Global Investment Summary
Click the video below to see some highlights from the Morningstar Investment Conference 2014
https://vimeo.com/morningstarvideo/review/98957953/2850cbf4ff
In the latest issue of the Morningstar Magazine you can read about why common assumptions of how much income a retiree will need don’t always work.
Retirement is the most expensive lifetime “purchase” made by most people. Therefore, it makes sense to understand how much retirement is actually going to cost, but it’s a complex calculation. We will briefly explore some common assumptions used when estimating the cost of retirement – such as generic replacement rates of 70% or 80%, the idea that retirement spending increases annually by inflation, and that retirement lasts 30 years – and find that these assumptions often do not pan out.
Read the full article – True cost of retirement__
Every month Morningstar issues the Global Investment Summary, a report which details the current economic global outlook.
Following a very weak start to the year – global growth advanced at little more than around a 1.8% annualised rate in Q1 – a rebound in world activity now appears well underway. As expected, some of the main drivers of the early year slowdown have proven to be temporary, but, even so, the Q2 recovery is somewhat mixed with forecasts easing in a number of regions during July but released figures surprised positively. Global GDP is now forecast at around a 3% pace in Q2, still well below trend. Read full report
Read previous versions of the Global Investment Summary
New analysis from Morningstar reveals investor interest for Exchange-Traded-Products (ETPs) in Europe has taken a dramatic upswing in the first half of 2014. According to preliminary data calculated by Morningstar, the European ETP market received EUR 22.9bn in net inflows in H1 2014. This more than doubles the total net inflows for the whole of 2013 and stands just EUR 4.3bn shy of that for the whole of 2012. Meanwhile, total assets under management in ETPs at the end of H1 2014 stood just under EUR 342bn, up from EUR 302bn at year-end 2013.