Morningstar® EnCorr® offers access to extensive investment data and analytics that support the manager selection and portfolio monitoring processes. Investment professionals can put their target asset allocations to work by choosing outstanding investments through peer group analysis, then implementing their portfolios. EnCorr’s portfolio building tools help users check their investments’ style and performance over time, allowing them to run frequent risk analyses to forecast results and make portfolio adjustments as needed.
What you can do:
Analyze portfolio options
Compare investments within similar asset classes
Select managers from more than 300,000 global investments
Test fund style consistency with returns-based style analysis
Create custom statistics, charts, and graphs for hundreds of funds
Tapping into Morningstar’s extensive investment data through EnCorr helps users determine the best-performing managers and funds for each asset class, including hedge funds and commodities. They can run returns-based style analyses to learn how a manager’s investment style and performance changes and stacks up against peers. Charts and graphs communicate the differences between investments to clients and colleagues. For customized analysis, EnCorr also accommodates third-party data and additional data subscriptions.
Define the percent contribution of risk from each asset class
EnCorr supports tactical asset allocation strategies with its advanced risk decomposition tool. This breaks down risk by asset class, quantifying what each asset class is contributing to the total risk of the portfolio. Investment professionals who use tactical asset allocation strategies can test them with EnCorr before making adjustments to their portfolios to account for current volatility.
Construct sound portfolios
Identify the optimal manager mix
Minimize the tracking error between the target asset mix and selected funds
While building portfolios from their asset allocations, investment professionals can translate their strategies into an optimal manager mix using EnCorr’s data. These optimal mixes are designed to maximize the active return per tracking error of an investment portfolio from its target asset allocation plan.