Monthly Report Spotlight: Morningstar Portfolio X-Ray - World Regions
The World Regions section shows the allocation of the portfolio's stock positions across three world regions: Greater Europe, Americas, and Greater Asia. The darker the country/continent, the higher percentage exposure to the region. Americas include the U.S., Canada, and Central and Latin America. Greater Asia includes Japan, Australasia, Emerging 4 Tigers, and Emerging Asia excluding 4 Tigers. Greater Europe includes the U.K., Western Europe—Euro, Western Europe—Non Euro, Emerging Europe, and Middle East/Africa.
How to Use It
With its visual representation of geographical distribution, the World Regions section is a useful feature for analyzing your client's complete portfolio. It's one component that helps you present a synopsis of the portfolio's diversification, or lack thereof, during client reviews.
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