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| Grafici di esempio |
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| | Monte Carlo Simulation | | Incorporates constraints, liabilities, and spending rates. Forecasts target probabilities, target wealth, and return percentiles for efficient portfolios. |
| |  | 85K | |
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| | Rolling Style Distribution | | Identifies the effect of policy, timing, and investment selection decisions. Displays and ranks peer group performance during a specific timeframe or since inception. |
| | | 95K | |
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| | Scenario Builder | | Singles out specific timeframes for examination, and performs "what if" analyses. Demonstrates how investment vehicles perform under various market and economic conditions, like rising or falling inflationary periods. |
| | | 130K | |
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| | Efficient Frontier | | Generates efficient frontiers using mean-variance optimisation and Monte Carlo simulation. Applies the Morningstar® EnCorr® proprietary resampling technique to produce better-diversified portfolios with more robust performance. |
| | | 90K | |
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| | Rolling Style Drift | | Evaluates consistency over time with returns-based style analysis. Determines a manager's long-term style, displays deviations, and analyses the value-added return. |
| | | 100K | |
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