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3 Tactics to Improve Portfolio Analysis

A practical guide to portfolio analysis for asset management firms, featuring Morningstar Direct Lens.

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.
Morningstar Direct guide to portfolio analysis

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