Morningstar Direct Workshop: Presentation Studio

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Presented by

Shahid Shaikh, Customer Success Manager, Morningstar India Pvt. Ltd.

About this talk

This workshop mainly covers – o Presentation Studio module to learn how to create professional, custom-branded product note on a fund’s performance, risk, and portfolio breakdown. o How to create a product note on a fund from scratch. o How to create a batch and automate product note creation for multiple funds.
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