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EnCorr/Portfolio Strategist Knowledge Base
Topic ID#
"How To" Videos 465
Question:

Are any videos provided to help better understand the EnCorr software?

Answer:

The knowledge base provides answers and scenarios for all EnCorr applications. In addition to text-based "How To" articles in this knowledge base, the Product Support department has included supplemental movies that walk through the scenario step by step.

These text-based scenarios and supplemental movies are based on questions received from clients.

This article provides a list and links to all the movies currently available.

In addition to the knowledge base, Morningstar also offers several other convenient software training options including free, web-based instructor-lead training for all the EnCorr Applications.

EnCorr Optimizer

  • How to Create Group Constraints
  • How To Create Multiple Frontiers
  • How to Add an Asset Class
  • How to Plot Portfolios in/on the Efficient Frontier Space
  • How to Setup a Liability Model
  • How to Construct a Liability Model
  • How to Create a Comparison in the Monte Carlo Area of Optimizer

    EnCorr Analyzer

  • How to Create an Ibbotson Chart (Growth of $1)

    EnCorr Allocator

  • How to Create and Implement Optimal Portfolios

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