Investment Scorecard for Manager Due Diligence

In this webinar, Senior Product Manager, Eileen Bingle, shows how to leverage Morningstar Direct to apply a custom grading system on an investment list to calculate overall scores and identify a short list of managers that meet specific mandates.

In this webinar recording, learn how to:
  • Create investment scorecard criteria in Morningstar Direct
  • Streamline your due diligence and monitoring
  • Optimize a custom grading system to calculate manager's scores