As model portfolios become more accessible and reputable, and more advisors look to outsource their investment management, asset managers can capitalize on “model mania” by building model portfolios that properly manage risk and return.
Join us on April 8th, where Laura Lutton, Head of Customer Solutions-Asset Management and Katie Beard, Customer Success Manager, will explain how to empower your team when navigating the models landscape and how Morningstar Direct can aid in your model portfolio construction.
In this webinar, you’ll learn:
- How to submit your model portfolio data set to Morningstar
- Best practices for benchmarking and competitive analysis amongst models
- Best practices for reporting on models within Presentation Studio and Report Portal