This event, held in conjunction with the Morningstar® Investment Conference in Chicago, is designed to provide Morningstar® Principia® and Advisor Workstation subscribers a unique opportunity to use Morningstar research and analysis to expand their knowledge of asset allocation and portfolio construction. This forum on Wednesday, May 27 is available to subscribers and provides advanced content and hands-on experience—unavailable elsewhere. Ask questions, provide feedback, and learn to apply advanced techniques with the help of a Morningstar trainer. The training lab will also be available on Thursday, May 28 and Friday, May 29 to all User Forum and Investment Conference attendees.
Hands-on training lab and trainers are available to attendees.
Individual Morningstar experts host several intensive workshops.
Topics include asset allocation, portfolio construction, using benchmarks and indexes, and selecting appropriate investments using Morningstar research and analysis.
Hear and discuss important industry trends with Morningstar executives including Morningstar’s Chairman and CEO Joe Mansueto and Morningstar Managing Director Don Phillips, among others.
Share ideas for using Morningstar products and provide suggestions for improvement.
subscribers a unique opportunity to use Morningstar research and analysis to expand their knowledge of asset allocation and portfolio construction. This forum on Wednesday, May 27 is available to subscribers and provides advanced content and hands-on experience—unavailable elsewhere. Ask questions, provide feedback, and learn to apply advanced techniques with the help of a Morningstar trainer. The training lab will also be available on Thursday, May 28 and Friday, May 29 to all User Forum and Investment Conference attendees.
