Morningstar Direct

Welcome to everything Morningstar—comprehensive investment information, proprietary analytics, and investment research from one of the world’s largest teams of independent analysts. Let us show you how Morningstar Direct^SM gives asset managers, research analysts, and financial advisors the Morningstar perspective on investing, all in one platform.

Morningstar Direct™ provides the most complete and timely link to Morningstar’s global investment database and analytics. Designed for institutions, it’s optimised for competitive analysis, performance evaluation, investment selection, and portfolio creation.

Unlike typical investment research software, Morningstar Direct delivers all of Morningstar’s industry-leading global databases- automatically updated, and included at no additional cost. It provides complete access to current and historical performance, risk, operations, cash flows, and portfolio holdings data, as well as proprietary Morningstar statistics. It also includes thousands of market indexes for benchmarking and market research, plus extensive manager narratives and Morningstar’s analysts’ commentary for a qualitative view.

With Morningstar Direct, you won’t need to open and close multiple applications or download data from multiple sources. You’ll move seamlessly from task to task – checking performance, conducting attribution analysis, and reporting on results. With only a few clicks, you can create fully customised reports and presentations integrating your best ideas and brand with our award-winning design.

Morningstar Direct has everything you need to simplify your processes, enhance productivity, and save money. Join thousands of thoughtful people at institutions worldwide who’ve consolidated multiple tools with Morningstar Direct.

http://everything.morningstar.com/
 

• Read more under:
• BankingTech
• Digital Brokerages