Master Investment Recommendations with Morningstar Presentation Studio

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Presented by

Jack Moore, Derek Sellenraad, Johann Cayrouse, and William Vann

About this talk

To remain competitive, today’s asset managers must constantly reassess and adjust their portfolios. This means sharing out comprehensive-yet-understandable reports. Join us as we walk through best practices in generating customized reports. In this webinar, we’ll review how to: • Build custom collateral for internal and external distribution • Automate reports for recurring analyses • Generate side-by-side comparisons • Use Presentation Studio in Morningstar Direct for comprehensive recommendations Webinar Speakers: Jack Moore, Marketing Manager, EMEA Derek Sellenraad, Vice President, Business Development, Morningstar Direct Sales Specialist Johann Cayrouse, Senior Customer Success Manager, Direct William Vann, Senior Customer Success Manager, Direct
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