As a Chicagoan I spent much of my professional career with peripheral awareness of Morningstar, but not too much first-hand familiarity. Since the firm began as a mere collator of publicly available data on mutual funds Morningstar has come a long way and so has my appreciation of its offerings. These days I rely… Continue reading A Glimpse at Morningstar Direct’s Asset Allocation Tool Enhancements
Category: Optimization
Risk Parity Portfolio demo workbooks now available
Spurred by some readers, as previously promised I have gone ahead and added some demo Risk Parity Portfolio workbooks to the Resources section.