What is Morningstar DirectSM?
Our cloud-based investment analysis platform is built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors.
The importance of quality data, realized.
Global data including historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, real-time pricing, and more.
Access to nearly every investment universe
Integrate all your private data
Back your ideas with thorough analysis.
Content curated to meet your needs, including actionable research from one of the largest independent analyst teams in the world.
Research to apply directly to your daily decisions
Detailed analysis on markets, equities, and managers
Build your process with powerful tools.
Sophisticated ways to work the data so you can find the best managers, spot market trends, and build products.
Allocations, optimizations, and attributions to fulfill portfolio mandates
Custom peer groups and asset flows for peer and trend analysis
Harness the power to create.
Dynamic charts, visualizations, and fully custom reports you can produce in minutes.
A simple way to produce professional, client-ready reports
Rich content with drag-and-drop charts, tables, and graphs
Create, Select, and Market Investments
Build and manage investments.
Product Development ›
Create client portfolios.
Portfolio Construction ›
Connect with investors.
Marketing and Sales ›