Strengthen your investment processes and tell your investment story with Morningstar DirectTM – our institutional-grade platform that brings together high-quality investment data, independent research, powerful analytics and flexible reporting on one platform.
The Foundation you Need for Sophisticated Financial Analysis
Understand your firm's data in context with our global, multi-asset investment database, including historical fund portfolio holdings, equities, managed portfolios, ETFs, indices, strategy-level data, ESG data, fixed-income data, and more.
Surface global insight grounded in historical context with our independent research, available as it’s being published. Our content1 is curated for your day-to-day needs and includes detailed analysis on markets, equities, and managers.
Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distil complex information efficiently so you can elevate communication with your clients.
Subscribe for our monthly insights newsletter for Financial Advisers and Wealth Managers.
Asset Management Quarterly
Subscribe for our quarterly Asset Manager briefing to stay informed on trends in funds management.
Meet the Morningstar Direct Lineup
Peer Analysis and Manager Research
Apply benchmarks, define data and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation. Automate reporting to streamline day to day processes.
Underscore your value in impact investing with innovative risk mitigation strategies built on the most comprehensive environmental, social, and governance (ESG) data set in the industry. Address market and client demands with Morningstar’s fund, portfolio, and company-level data and ratings, latest ESG research findings and proprietary sustainability ratings.
Build and customise models and portfolios to meet business and client goals. Our asset allocation strategies set expectations for returns, risk and correlations as inputs, and our auto-allocation tools make it easy to stay aligned to your strategy.
Obtain and share market intelligence with your clients using our Research Portal. Subscribe to topics, analysts and investments to create a curated view of the latest events and thought leadership in the industry. Access real-time insights from one of the largest teams of independent analysts in the world, then share that research to back up your decisions.
Leverage our advanced portfolio analytics tools to assess potential drivers of portfolio return and uncover attribution factors. Understand asset allocation and stock selection decisions within funds and models.
Tailor the view of your investments by creating custom lists and searches to meet your firm’s unique needs. Support decision making by easily toggling between personalised views that are important for your analysis.
Tell Your Story
With Presentation Studio, distil complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.
Amplify Your Message
Add on Report Portal to immediately distribute collateral to client-facing groups, so the whole team can access custom templates that’s been pre-approved by your compliance team.