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25 June 2025 | 2:00 PM - 3:00 PM

Take a (Morningstar) Direct Approach to Holistic Portfolio Analysis

Learn how Morningstar Direct empowers investment success with independent and comprehensive data, research, and analytics. This live demo is designed to equip you with a streamlined process to optimize portfolio construction, analysis, and reporting. See firsthand how building diversified portfolios with both public and private capital funds can deliver holistic insights into investment performance, risk, and alignment with objectives – all within your web browser so you can work flexibly and efficiently from any computer, anywhere.

Speakers

Senior Customer Success Manager

Anatasia Spencer

Senior Customer Success Manager
Morningstar