Johnathan Lim, Customer Success Manager at Morningstar
for his live webinar: Investment Screening & Analysis for Advanced Users.
In this webinar, he will cover how you can use Morningstar Direct to:
Create customized scorecards to analyze investment lists according to different risk and return criteria
Utilize basic and advanced scorecard features as part of performance reporting
Build templates using Morningstar Excel Add-in to compare funds’ performance and risks