In my current role as a Financial Analyst at GlobeInvest, I frequently utilized Morningstar Direct for investment analysis. This platform was a central part of our workflow, providing real-time and historical data on mutual funds, ETFs, equities, and more.
One of the key features I frequently used was the platform's portfolio construction module. I have developed several custom portfolio models using this tool to analyze risk factors, attributions, and performances, which saved a significant amount of time and provided more accurate projections. An example of this is when I used Morningstar Direct to build and backtest a diversified portfolio for a client that resulted in a 15% return YoY, substantially outperforming the target.