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How do I fill this out?
To fill out this file, start by reading the FAQs thoroughly for guidance. Next, follow the step-by-step instructions provided for specific features. Lastly, utilize the tools mentioned to enhance your reporting experience.
How to fill out the Workspace Performance Reporting and Morningstar Q&A?
1
Read through the frequently asked questions for clarity.
2
Follow the detailed steps provided with each question.
3
Utilize the functionality of the tools mentioned.
4
Make required selections based on your reporting needs.
5
Double-check your inputs before finalizing the report.
Who needs the Workspace Performance Reporting and Morningstar Q&A?
1
Financial analysts who need to understand fund classifications.
2
Investment managers looking to create sustainable investment lists.
3
Compliance officers ensuring adherence to SFDR regulations.
4
Data scientists analyzing financial performance metrics.
5
Portfolio managers comparing fund performances.
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What are the instructions for submitting this form?
To submit this form, ensure all relevant fields are completed accurately. You may submit via email or fax, depending on the requirements specified in your reporting guidelines. For further assistance, always refer back to our support resources.
What are the important dates for this form in 2024 and 2025?
Important dates regarding updating fund classifications may vary each year, but always check for specified deadlines from regulatory bodies for 2024 and 2025 to remain compliant.
What is the purpose of this form?
This form serves to guide users through the functionalities of the Workspace Performance Reporting tools and Morningstar Excel Add-In. It aims to simplify the process of fund classification and performance analysis for users in finance. By providing clear FAQs and instructions, the objective is to empower users in their financial reporting endeavors.
Tell me about this form and its components and fields line-by-line.
- 1. Fund Classification: Indicates whether a fund is classified under Article 8 or 9.
- 2. Performance Metrics: Contains various metrics used for evaluating fund performance.
- 3. Sustainability Indicators: Features indicators related to the sustainability classification of a fund.
What happens if I fail to submit this form?
Failing to submit this form may result in delays in your reporting process and missing out on important classifications. Users should ensure they follow all submission guidelines to prevent issues.
- Delay in Reporting: Not submitting on time can affect your workflow and deadlines.
- Compliance Issues: Missing submissions may lead to compliance complications regarding SFDR.
- Inaccurate Data: Without proper submission, the integrity of your data may be compromised.
How do I know when to use this form?
- 1. Creating Investment Reports: Essential for generating detailed reports on fund performance.
- 2. Data Analysis: Helpful when analyzing various financial metrics for decision-making.
- 3. Compliance Verification: Use this form to ensure that all required regulations are being followed.
Frequently Asked Questions
How can I create a report based on SFDR article classifications?
Go to the Search Criteria menu and set the appropriate filters for Article 8 or 9.
What should I do if my fund is labeled as 'Not Stated'?
This indicates that the fund does not qualify for Article 8 or 9 based on our checks.
Is it possible to compare multiple funds in a factsheet?
No, a factsheet permits only one investment but allows duplicates for comparison in a workbook.
How can I adjust my Search Criteria after generating a report?
Access the Search Criteria through the toolbar and select ‘Search’ to make necessary amendments.
What does the ISR ECO Label signify?
The ISR ECO Label indicates that a fund meets strict environmental and social criteria set by French authorities.
Can I link Presentation Studio reports to an Investment List?
No, Presentation Studio reports cannot auto-update with Investment Lists.
How do I establish a rolling return average in a performance report?
Access the Data Points tab and select ‘Rolling Window’ after adding the return data.
What Warnings should I take note of regarding fund data?
Always check for the most up-to-date classifications as they can change with new regulations.
How do I submit corrections to my report?
Ensure that all changes are made in the editor before re-uploading the document.
Where can I find sustainable investment classifications?
You can access this information in the ‘Edit Data’ section from the Workspace menu.
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