Take Your Fund Analysis to the Next Level

Presented by

Janet Chang, CFA, Senior Product Manager for Asia; Sara Otterbeck, Senior Product Manager for Analytics Lab

About this talk

Have you ever toiled away your precious time pulling historical holdings of multiple funds? Have you ever imagined performing holdings look-through for all of your custom portfolios with one click? Then you are in luck! Analytics Lab is a Morningstar Direct module that lets users create customized analytics with the Python programming language. In this discussion, we will explore how Analytics Lab can help you navigate multiple layers of data extraction with ease and perform deep-dive portfolio analysis with a few simple steps. We have solutions not only for those who don’t know any coding but also for python experts, so please join us to learn how to scale your workflows and improve efficiencies for you and your teams.  Join Morningstar’s Janet Chang, CFA, Senior Product Manager for Asia, and Sara Otterbeck, Senior Product Manager for Analytics Lab, to discuss: • How to take your analysis to the next level with prebuilt Morningstar Notebooks  • How to build customized notebooks leveraging both Morningstar and proprietary dataset   Explore the tools your peers are using to scale data and analytics and modernize your workflow with the power of analytics.

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