Portfolio Construction: Make Your Tools Work For You with Direct Lens

Presented by

Ben Johnson, Glenn Laatsch, and Jack Moore

About this talk

Portfolio management isn’t the same as it was 20 years ago. There are more tools, investment vehicles, and ways to access data making the portfolio construction and analysis process more challenging to navigate. Morningstar Direct Lens is a brand-new way to work with portfolios in Morningstar Direct. Direct Lens lets users create, edit, and analyze portfolios in one place, creating a more-efficient workflow and helping users see their investments more clearly than ever.  During our discussion, we’ll explain:  - What new and existing challenges exist within the portfolio construction workflow - How Direct Lens enhances within the portfolio construction process - How to view, analyze, and compare your current portfolio  - How to drill down into portfolio exposure, risk, and holdings data
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