Jack Shannon and Sneh Verma
Equity attribution is the process of comparing portfolio performance to a pre-selected benchmark. It’s a crucial part of proving fund value, especially as interest rates and inflation rise.
Join us as we breakdown our own analyses to show how you can run your own equity attribution within Morningstar Direct.
Subjects to be discussed:
- How high-performing funds are utilizing struggling growth stocks
- How Morningstar research conducts its analysis
- A step-by-step walkthrough of Equity attribution in Morningstar Direct
Jack Shannon, Senior Manager Research Analyst, U.S. Equity Strategies
Sneh Verma, Customer Success Manager, Morningstar Direct