Morningstar DirectSM

An Investment Analysis Platform That Elevates the Way You Work

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Optimize the investment process by applying our multi-asset data to advanced portfolio analytics and performance reporting. Make sense of a noisy, evolving market with Morningstar Direct.

The Foundation you Need for Sophisticated Financial Analysis

Data

data

Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, Model Portfolios, CIT’s, Separate Accounts, ETFs, indexes, strategy-level data, ESG data, fixed-income data, and more.

Research

Research

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.

Proprietary Ratings

Proprietary Ratings

Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distill complex information efficiently so you can elevate communication with your clients.

See our offerings in Europe and the Middle EastAsia and Australia.

Tailored to Your Financial Role

Wealth Management

Wealth Management

Deliver advice built on full visibility into investment holdings and the quality of investments in a client’s portfolio.

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Asset Management

Asset Management

Confidently research, develop, and market differentiated financial products designed to contribute to positive investor outcomes.

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Meet the Morningstar Direct Lineup

Peer Analysis and Manager Research
Sustainability Risk Mitigation
Portfolio Management
Independent Insights
risk analysis
Centralized Data

Peer Analysis and Manager Research

Peer Analysis and Manager Research

Apply benchmarks and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation to conduct due diligence at scale. Add on an expanded universe of institutional-level strategies and manager research through our alliance with Mercer.

Sustainability Risk Mitigation

Sustainability Risk Mitigation

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.

Portfolio Management

Portfolio Management

Build and customize models and portfolios to meet business and client goals. Our asset allocation strategies set reliable expectations for returns, risk, and correlations as inputs, and our auto-allocation tools make it easy to stay aligned to your strategy in one fell swoop.

Independent Insights

Independent Insights

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.

Risk Analysis

Risk Analysis

Empower risk forecasting around returns at the fund, models, and accounts level, then surface simple risk visuals to address client concerns. Leverage our advanced portfolio analytics tools to assess potential drivers of portfolio risk, uncover risk factors, and discover return correlations. Then, facilitate meaningful client conversations with our pre-built templates or custom reports to make complex data sets easier to understand.

Centralized Data

Centralized Data

Unite your data with tools built to support the way you work. Support decision making and fast track your analysis with the Microsoft® Excel® Add-In to extract data for further review. Use calls to get discrete or times-series data, leverage economic indicators, and create custom templates to display information in the most intuitive way for you. Pull your client account holdings directly in from your portfolio accounting system with our leading integrations.

Tell Your Story

Elevate Communication

Elevate Communication

With Presentation Studio, distill complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.

Amplify Your Message

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 preapproved by your compliance team.

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More Add-Ons to Differentiate Your Value

Global Risk Model

Global Risk Model

This deeper look at risk reveals the sources of return in your portfolios and sources of volatility. Explore the potential impact of economic events on investment performance.

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Investor Pulse

Investor Pulse

Dig into asset flows to create targeted sales plans, keep track of investor preferences, and measure yourself against your peers.

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Mercer Alliance

Mercer Alliance

Our alliance with Mercer gives you access to a consolidated universe of strategy-level data mapped onto vehicle data and research, eliminating manual coordination across multiple platforms.

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Ready to See for Yourself?

Transform your business with an investment analysis platform that elevates the way you work.

1Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission.