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Morningstar® EnCorr®
Integrated capital markets research and asset allocation modeling.
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EnCorr/Portfolio Strategist Knowledge Base
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Topic ID#
Comparing the Building Blocks methodology to historical returns 42
The optimizer includes the option to add constraints to achieve the optimal portfolio for your client. 43
Building Blocks methodology is used to forecast the returns of fixed income and equity asset classes. 46
Large Cap Value (not Large Cap Growth) is typically selected due to its higher expected return and lower standard deviation. 50
Using Mean Variance Optimization to Create an Efficient Frontier 51
Remember to clear any previous Query option to view data series 59
Obtaining Additional Data for EnCorr 61
"Correlation matrix must be positive definite in order to run simulations" message can be corrected. 63
Some screens are affected by the display settings on your computer. 64
Data availability schedule and information 86
EnCorr Software Demo 87
Support Hours of Operation 89
Portfolio Attribution Calculation 100
Runtime errors indicate a corrupt executable (EXE) or dynamic link library (DLL). 119
If the report fails to respond, Microsoft® Office may have to be reinstalled. 129
MS EXCEL has generated errors may indicate that Microsoft® Office may have to be reinstalled. 131
MS PowerPoint has generated errors may indicate that Microsoft® Office may have to be reinstalled. 132
IDAP initialization failed occurs due to corrupt Borland Database Engine files. 138
Downloading EnCorr and/or Portfolio Strategist for Installation 158
In order to link from Inputs Generator to Optimizer save your inputs file and click on the optimize menu command. 159
The precise and estimate conversion convention may be selcted for converting the expected return and standard deviation inputs. 160
The user can modify asset names with their own definition. 161
To view the series under an alias name one can go to Inputs Generator in the options tab and create it. 162
Combined Series allows you to create a new series based on simple mathematical operations between two data series or by adding or subtracting a constant from a series. 163
Convert the currency for your data series in Inputs Generator. 164
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