Automate Your Fund Selection Process and Build Your ESG Portfolio in Direct

Presented by

Johnathan Lim, Customer Success Manager

About this talk

Wish to learn how to leverage Morningstar Direct to build and customize models and portfolios to meet business and client goals, including ESG portfolios? In this webinar, we will show you how to leverage Morningstar Direct and: - Use Scorecard tools to find the best funds according to your criteria - Create a multi-manager portfolio from your selection and edit portfolio to mark a change in positions - Import from Excel to automate your process in creating model portfolio We hope you can join us.

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