Ability to view hedge funds has been restricted for all users. To activate this universe, please complete the updated hedge fund agreement located in the lower right corner in Home. All users will need to re-select a default universe from Global Settings.
Data Enhancements
Added Australia open-end funds to the open-end investment universe
Added data points: % Rank in Category for Morningstar Risk, Morningstar Return, and Morningstar Risk-Adjusted Return; monthly and quarterly Gross Returns for separate accounts and indexes
Number of investments in category for rating now counts share classes separately
Functionality Enhancements
Files may now be shared with your Morningstar Direct consultant, sales director, and relationship manager, whose names will appear in the list of users from your company in sharing and send copy dialogs.
Resolved Issues
Currency-sensitive data for aggregate members are converted to USD, which is now the base currency for all aggregates. Also, base currency must be selected before returns can be imported. Now that base currency is always defined for custom investments, currency conversion works properly when using custom investments throughout the application.
Connectivity issue that was preventing Quicktake reports from generating for some users has been resolved.
Coming Soon
Stacked Bar chart
Quarter-end trailing return and risk statistics data view
Report Builder enhancements