Create, Select, and Market Investments
We deliver what’s essential to your daily work—available through the cloud.
Stand out from competitors.
Position your products to succeed by better understanding the investment landscape and responding to demand. You can dig deep into the data and research to surface what best sets you apart from other asset managers and appeals to investors around the world.
Study the competitive landscape.
With our robust managed investment database and sophisticated peer group analytics, you can quickly gain business intelligence on your competitive position and opportunities for lineup diversification.
Understand investor preferences.
Uncover what investors really value with our comprehensive asset flows data and respond to popular preferences like goals-based or sustainability investing.
Promote your strengths.
Demonstrate how well your products are meeting mandates and investor needs. Isolate key drivers of success to help support your future approach.
Construct models and assemble portfolios.
Build models and portfolios that reflect how your asset allocation strategies can help meet client goals. You can also test them using our forecasting engine to get an idea of scenarios for future performance. And you can support your recommendations with research from our independent team of analysts.
See How Advisors Use Morningstar Direct
Create a scorecard—based on criteria you set—that looks for investments with specific returns, exposure, and sectors, then watch how they respond to market changes in real time.
Track your strategy.
Continuously monitor investments to see what’s driving their success, and what’s negatively impacting them, by analyzing attribution, exposure, and style.
Report back to clients.
Build your own plan review books and reports on individual investments or a portfolio’s overall status to show performance and talk strategy changes.
Design and distribute reports and presentations.
Build elegant plan review books and compliant fact sheets using designed templates and a flexible system. Because you need the appropriate materials to make a strong case for your investments and explain how they fit in to a portfolio—ready when you are.
See Presentation Studio In Action
Make a compelling case for your investments by comparing them holistically and highlighting what sets them apart.
Support your field team.
Ensure consistency and maximize efficiency by distributing updated reports and messaging on a timely basis from one centralized location. You can also review the usage of your materials to gauge trends and preferences.
Gain market intelligence.
Analyze how your investments are being compared to others so you can tailor your sales approach based on your competition. Generate relevant reports featuring topics that clients want to discuss. Then watch how they are resonating in the field.
Using is Believing.
Experience the full power of Morningstar Direct for yourself. Get your free trial and learn more about how we can help improve your workflows.