Contents
4 Morningstar Direct December 2017
© 2017 Morningstar. All Rights Reserved.
Exercise 30: Adjusting the time period reflected in a workspace . . . . . . . . . . . . . . . . . . . 69
Exercise 31: Moving to Analysis mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Exercise 32: Displaying the Attribution workspace template . . . . . . . . . . . . . . . . . . . . . . 72
Exercise 33: Changing the time period for a template. . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Exercise 34: Displaying the Attribution Detail table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Exercise 35: Changing the time period for the Attribution Detail table . . . . . . . . . . . . . . 75
Exercise 36: Exploring the worst stock selection for the fund . . . . . . . . . . . . . . . . . . . . . . 76
Finding Sustainable Investments in Morningstar Direct Cloud . . . . . . . . . . . . . . . . . . . . . . . . 78
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Exercise 37: Accessing Morningstar research on sustainability . . . . . . . . . . . . . . . . . . . . 78
Exercise 38: Create a screen for sustainable investments. . . . . . . . . . . . . . . . . . . . . . . . . 80
Exercise 39: Save the screen and its investments to a list. . . . . . . . . . . . . . . . . . . . . . . . . 88
Managing a Portfolio in Morningstar Direct . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Exercise 40: Importing a model portfolio from Microsoft Excel . . . . . . . . . . . . . . . . . . . . . 91
Exercise 41: Adjusting a portfolio’s settings for Performance Reporting . . . . . . . . . . . . . 94
Exercise 42: Creating a custom benchmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Exercise 43: Selecting and allocating the weightings for a custom benchmark. . . . . . . . 98
Exercise 44: Assigning a custom benchmark to a model portfolio . . . . . . . . . . . . . . . . . 100
Exercise 45: Adding a holding to a portfolio for comparison . . . . . . . . . . . . . . . . . . . . . . 102
Exercise 46: Creating a new model portfolio from an existing model portfolio. . . . . . . . 104
Using Presentation Studio to Compare Model Portfolios . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Solution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Exercise 47: Create a template from scratch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Exercise 48: Add the pages for the report template. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Exercise 49: Save the Presentation Studio template and report . . . . . . . . . . . . . . . . . . . 114
Exercise 50: Insert and design the report header and footer . . . . . . . . . . . . . . . . . . . . . 116
Exercise 51: Divide the first page to hold three components . . . . . . . . . . . . . . . . . . . . . 124
Exercise 52: Divide the second page to hold six components . . . . . . . . . . . . . . . . . . . . . 126
Exercise 53: Divide the third page to hold five components . . . . . . . . . . . . . . . . . . . . . . 128
Exercise 54: Duplicate the layout of the third page for the fourth page . . . . . . . . . . . . . 129
Exercise 55: Divide the fifth page to hold four components . . . . . . . . . . . . . . . . . . . . . . 130
Exercise 56: Divide the sixth page to hold three components. . . . . . . . . . . . . . . . . . . . . 131
Exercise 57: Add the label to the first page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Exercise 58: Add the components to the first page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Exercise 59: Add the labels to the second page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Exercise 60: Add the components to the second page . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Exercise 61: Add the label to the third page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Exercise 62: Add the components to the third page . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Exercise 63: Add the label to the fourth page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Exercise 64: Add the components to the fourth page . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Exercise 65: Add the label to the fifth page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Exercise 66: Add the components to the fifth page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Exercise 67: Add the label to the last page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Exercise 68: Add the components to the last page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167