Morningstar Direct SM Cloud Release January 2016

Transcription

1 Morningstar Direct SM Cloud Release January 2016 The Morningstar Direct team is pleased to announce the latest updates to Morningstar Direct. In this release, you ll find new enhancements to Morningstar Direct Cloud, the next generation of Morningstar Direct. We ve been rebuilding Morningstar Direct based on user feedback, retooling it to support your daily work. Now, get access to asset flows and manager research to help with your analytics, new equity data points to screen for specific securities, a new interactive tool to learn Morningstar Direct Cloud, new interactive Morningstar report for stocks for in-depth analytics, new grouping capabilities to help analyze results, and key research to stay on top of what s new and important from Morningstar. You can also now generate single investment factsheets to communicate results. Morningstar Direct Cloud Enhancements (view video) As you read the enhancements, we encourage you to open Morningstar Direct Cloud to understand the entry points. Asset Flows - get insight on investor trends Asset Flows can now be accessed from the Morningstar Direct Cloud under Managed Investments. New Nordic Open-End (domiciled) and Nordic Open-End ex FoF (domiciled) markets have been added which cover asset and flows of Denmark, Finland, Iceland, Norway and Sweden domiciled funds. Monthly data is now enabled for Sweden Open-end (domiciled) and Sweden Open-End (AFS) markets. Feeder Funds are now excluded from the following markets: Worldwide OE & MM ex FOF ex Feeder and Worldwide OE, MM & ETF ex FoF ex Feeder. European markets and worldwide markets now include Sweden funds. Share Class level data is available to Finland Open-end fund market. Include/exclude obsolete fund option is available for following markets: Japan Open-end (Actual Flow), Japan Open-end (domiciled), and Japan Open-end (AFS). Strategic beta grouping variables are available to observe asset changes and trends for strategic beta products Weekly flows for US open-end funds and exchange- traded funds Custom asset flows for specific time periods 2016 Morningstar, Inc. All rights reserved. 1

2 Investment Analysis Grid - uncover the precise data you need to get your research started faster. Introducing a new grouping capability to analyze data effectively; default is two levels Ability to generate single investment factsheets based on the templates you created in Presentation Studio A new interactive Morningstar Report for Stocks, including price vs. fair value charted over time and against competitors Additional equity data points to screen for specific securities Additional manager tenure and strategic beta data points to screen for specific securities New Walk Me Support - help you get started using Morningstar Direct Cloud with interactive tools (View Video) New Learning Tool Walk Me is a new interactive tool that instantly simplifies the online user experience to learn Morningstar Direct Cloud. At a glance, Walk Me provides step by step interactive guidance to help you navigate through Morningstar Direct Cloud until task completion Morningstar, Inc. All rights reserved. 2

3 Manager Research - simplify your manager selection and due diligence processes. New Access Point Access Manager Research, the Portfolio Analysis spin-off, now from Managed Investments. You can now easily continue with your workflow to monitor your manager line-up, evaluate competitors, and identify the drivers of performance with attribution. Morningstar Research - discover our research curated daily for investment professionals. Access Featured content directly from Research to stay on top of what s new and important from Morningstar. Curated on a daily basis by our Morningstar Direct Cloud Editor, this location showcases our broad spectrum of research. Content, relevant to you, is now easier to locate with updated designs. New Traversing feature allows you to streamline your quantitative analysis to add securities mentioned in a research piece to a new or existing list for further analysis. Easily locate Analyst Information and Mentioned Securities without leaving the research content Morningstar, Inc. All rights reserved. 3

4 Morningstar Excel Add-In - retrieve and maximize data in Microsoft Excel New CEF data points including, total distribution rate (NAV) and Price and Total Leverage Ratio Expanded coverage of Unit Investment Trusts Updated templates to help you jump start your workflow Return primary share by default when a stock is traded on multiple exchanges Enable automatic update to latest version New and enhanced templates including easy access and download from Excel Daily return calculation for max drawdown Support calling Portfolio ID for account, model portfolio and custom benchmark Microsoft Office 2016 capability View Video Redesigned economic data interface and function with more reliable data sets and most impactful set of indicators Advanced sorting options for series functions Intelligent filtering of user ticker input based on region/exchange specified in Morningstar Direct s user preferences Redesigned toolbar with a cleaner look and feel Enhanced installation process with ability to auto detect Seamless authentication without needing to log in again after initial installation Advanced refresh options with ability to schedule refresh at a specified time or at recurring intervals 2016 Morningstar, Inc. All rights reserved. 4

5 Portfolio Analysis - understand drivers of performance in real-time Benefit from the batch capability in the dashboard to schedule report production Ability to create notes, categorize, and share with team while the content is integrated in other Morningstar Direct modules Enhanced time period setup options to apply date ranges to a page or template Equity portfolio holdings table to analyze market cap, P/E, and more characteristics Improved design of the news component to filter and further customize news content Time series chart to display stock performance and additional quantitative data points over time Expanded coverage list for watchlists and technical charts to include indices and Forex rates Ability to add investments from your watchlist to tables and charts with the new drag and drop functionality Asset Allocation - Identify optimal asset allocation strategies Use existing asset mixes to create investment policies Enable color picker for asset classification tool Cash Flow Summary to view inflows and outflows now available in Presentation Studio Asset mix composition table to view detail by asset class now available in Presentation Studio Wealth percentile forecasting end table to view forecasted results now available in Presentation Studio Supplementary statistics to view additional statistics by asset class now available in Presentation Studio 2016 Morningstar, Inc. All rights reserved. 5