A New Lens for Understanding Portfolio Risk

The Morningstar Global Risk Model gives investors a powerful tool to help them better understand their risk exposures. In this paper, we will examine the individual style factors, describing how our analysts and investors alike can use them to identify hidden risks, and assess whether a fund is exposed to the risks we would expect given its stated objective and process.


In this report, you will learn:
  • How to better understand your risk exposures
  • Gauge exposure to as many as 36 distinct factors
  • Ways to assess whether a fund is exposed to the expected risks given its stated objective and process
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