What this agent helps you do
A Morningstar and Dow Jones Factiva investment risk agent connects structured investment research with trusted business news. Morningstar supplies fund, portfolio, holding, fee, and manager research context, while Factiva supplies authoritative news, company events, regulatory coverage, and market developments.
When to use this workflow
Use it for fund reviews, manager diligence, portfolio risk checks, investment committee prep, or watchlist research where fundamentals should be checked against current events.
How Morningstar and Dow Jones Factiva give the agent context
Connect both plugins and choose the funds, securities, holdings, or portfolio segment to review. Morningstar should provide structured research; Factiva should identify recent news and risks that may change the diligence questions. The agent should not give investment advice.
Example starter prompt
Review these funds or holdings in Morningstar, search Dow Jones Factiva for relevant business news and risk events, and prepare a cautious investment risk briefing with assumptions, source evidence, caveats, and follow-up diligence questions. Do not provide investment advice.Suggested workflow steps
Start with the investment list and research criteria. Have the agent inspect Morningstar fundamentals, then search Factiva for recent events, regulatory issues, leadership changes, macro exposure, or company-specific risks. It should separate evidence from speculation.
Expected handoff
Ask for investment or fund summaries, relevant Factiva coverage, risks, assumptions, data caveats, confidence level, and follow-up diligence questions.