Morningstar® Hypothetical Illustrator assists advisors in explaining a preferred investment or portfolio strategy to a client by analyzing past performance in relation to a benchmark or competing investment. Hypothetical reports can highlight a security’s historical performance in isolation, in comparison with competing funds or benchmarks, or in the context of its contribution to overall portfolio performance. Firms may configure saved illustrations, default settings, custom benchmarks, branding, and marketing messages.
assists advisors in explaining a preferred investment or portfolio strategy to a client by analyzing past performance in relation to a benchmark or competing investment. Hypothetical reports can highlight a security’s historical performance in isolation, in comparison with competing funds or benchmarks, or in the context of its contribution to overall portfolio performance. Firms may configure saved illustrations, default settings, custom benchmarks, branding, and marketing messages.
