Country and Regional Exposure Breakdown

The Country and Regional Exposure Breakdown view provides a portfolio's geographic exposure broken down by region and individual country for its equity and fixed-income holdings, together with revenue-based exposure, reported as long, net, and rescaled percentages.

It populates the RegionEquity, RegionFixedIncome, RegionFixedIncomeGeo, RegionRevenueExposure, CountryEquity, CountryBreakdown, and CountryRevenueExposure data tables.

Available data tables

Currently the following data tables are supported in the CountryAndRegionExposure connector:

  • RegionEquity
  • RegionFixedIncome
  • RegionFixedIncomeGeo
  • RegionRevenueExposure
  • CountryEquity
  • CountryBreakdown
  • CountryRevenueExposure

How to use Country and Regional Exposure Breakdown

Select the CountryAndRegionExposure converter on the InvestmentsConnector, then read the data tables with connector.getTable('<TableName>').

const connector = new HighchartsConnectors.MorningstarDWS.InvestmentsConnector({
    api: {
        access: {
            token: 'your_access_token'
        }
    },
    security: {
        id: '0P00006W6Q'
    },
    converters: {
        CountryAndRegionExposure: {}
    }
});
await connector.load();
const regionEquityTable = connector.getTable('RegionEquity'),
    data = regionEquityTable.getRows(void 0, void 0, ['Region', 'PercNet']);
Highcharts.chart('container', {
    chart: {
        type: 'column'
    },
    title: {
        text: 'Region Equity (Net)'
    },
    series: [{
        name: 'Region Equity (Net)',
        data
    }]
});

Relevant demos

You will find examples of how to use CountryAndRegionExposure converter in our demos.

  • Highcharts Core + Morningstar Country and Region Exposure

Morningstar API Reference

For more details, see Morningstar's Investment Details API.

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