A practical guide to portfolio analysis for asset management firms, featuring Morningstar Direct Lens.
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Geopolitical tensions and uncertainty. Interest rate volatility. The rise of AI. As one market cycle ebbs, a new shock looms on the horizon. How do you know if your portfolios are prepared for the next crisis?
When funds form a significant heft of your portfolio, it complicates how you measure risk exposure and performance. Investment teams need to be able to quickly assess their portfolio, stress-test risk factors, and communicate findings across your firm.
You also need to prove your strategies and instill confidence in your investment vision. That’s a lot to ask.
What's Inside
Drill down from total portfolio to individual security performance.
Run hypothetical scenarios while you construct portfolios.
Create an efficient workflow and consolidate your tech stack.
