Portfolio Diversification – the Correlation Matrix

by Alexander Wells on 13 Jun 2017

“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.

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Portfolio Types

by Alexander Wells on 30 Dec 2016

There are three portfolio types in Adviser Workstation, so if you have been presented with the options below and always choose ‘Quick Portfolio’, here is some further insight into what this does, compared to the other two portfolio types.  Click the image below for more detail

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What does my portfolio cost?

by Alexander Wells on 12 Sep 2016

There are many different fees fund companies can provide, so here are a few tips to help navigate your way in Adviser Workstation to the most relevant data.  Click the sign below for more details.

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Importing data to Adviser Workstation

by Alexander Wells on 03 Jun 2016

Unless you are starting a new service from scratch, it is likely that you already hold client data in various platforms, providers and other pieces of software.  Morningstar have recognised this, and in order to save you the tedious task of re-entering all the information into Adviser Workstation manually, there are quick import options that allow you to transfer portfolio holdings data in moments.

Click here for information on importing to Adviser Workstation

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Ethical Investing – How Morningstar can help

by Alexander Wells on 27 Apr 2016

Ethical investing has been on the rise in recent years, though many in the industry have been content to ignore it as a niche market, or one that under-performs compared to it’s ‘sinful’ peers.  This is a notion that persists despite strong performance from this sector, and with investors increasingly looking for funds that invest ethically, Morningstar can help provide transparency on a sometimes opaque market.  Click below for more information.

Click the globe to find out more

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Occasionally there’s the need to run a report for more than one client portfolio at a time, and this can be done quickly and easily by creating a portfolio aggregate.

Creating the aggregate portfolio allows you to run all the same charts, reports and analysis that you can do on a standard portfolio, at the aggregate level.

Click the image below for more details.

Click for more on aggregate portfolios

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Portfolio Performance Reports

by Alexander Wells on 15 Feb 2016

Morningstar Adviser Workstation provides the option to view detailed information for a portfolio in a single click (as detailed in this post).  This shows how you can view the current data or data to the last month end, though it’s also possible to view historical data too using Portfolio Performance reporting.

Click here to see an example of the sort of report available using Portfolio Performance.

If you’d like to see what returns a client’s portfolio had over specific periods, what the up capture ratios were in Q1 last year, or if the securities were in the top quartile in 2013, these and hundreds of other data points are available to include in your report.

Click the folder icon below to find out more.

Click here for further information

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Morningstar Adviser Workstation contains detailed information on thousands of securities though it’s possible to include securities of your own creation, as well as additional currencies, asset classes and more, and amend the settings on these as necessary.

Definition Master is the tool that provides you the option to amend your security settings. To learn more, please click the icon below for further information:

Security Settings - click here for further information

 

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Providing investors visibility via the web portal

by Alexander Wells on 21 Dec 2015

The Morningstar Client Web Portal makes it easy to quickly and securely share important documents with your clients 24 hours a day, 7 days a week. It can be used as a stand-alone site or the login page can be embedded directly in your firm’s website. Setup is quick and simple, and the Client Web Portal is available as soon as you activate your Adviser Workstation subscription.

The Web Portal also has the option to include detailed portfolio information within each investor’s personal portal. The overview tab proves a summary of current investments, including market values, top 10 holdings, asset allocation, and world regions. Click the graphic below for further details

Click for further information

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If you have investors approaching retirement, or even already in drawdown, the Investment Planning tool can assist with helping them to plan their finances.

An investment plan clearly presents the current asset allocation, offers the ability to compare this with a recommendation based on the investor’s attitude to risk, and then illustrates graphically the potential outcomes using our Ibbotson market assumptions.

Finally, it is possible to produce a fully customisable report to provide the investor the information they need to make an informed decision.

Click for more content

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