Newsletter Subject

Want to construct stand-out portfolios faster?

From

morningstar.com

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donotreply@morningstar.com

Sent On

Tue, Aug 8, 2023 04:03 PM

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mlns='> Join my webinar to learn about Direct Lens, a brand-new tool to streamline portfolio managem

mlns='> Join my webinar to learn about Direct Lens, a brand-new tool to streamline portfolio management. Dear {NAME}, On Aug 9 at 9 a.m. CT, please join me for a discussion on Morningstar Direct Lens. We’ll explore emerging challenges in portfolio management and how Direct Lens solves them and streamlines portfolio construction. Here’s what we’ll cover: - What new and existing challenges exist within the portfolio construction workflow - What Direct Lens enhances within the portfolio construction process - How to import, view, analyze, and compare your current portfolio - How to drill down into portfolio exposure, risk, and holdings data I’ll be joined by my colleague Glenn Laatsch, Director of Product Management. [Register to Attend]( I hope to see you there, Ben _____________________________________ Ben Johnson Head of Client Solutions, Asset Management Morningstar. Empowering Investor Success. This email contains privileged and confidential information and is intended only for the use of the person(s) named above. Any dissemination, distribution, or duplication of this communication without prior written consent from Morningstar is strictly prohibited. If you have received this message in error, please contact the sender immediately and delete the materials from any computer. [Unsubscribe]( from marketing emails about Morningstar Capabilities. Or update your [email preferences](. © 2023 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602

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