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.
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
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
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 ›
The approach Morningstar’s taking with Sustainalytics has really brought clarity in terms of defining this marketplace and how it should be evaluated on a case-by-case basis, one ETF versus another.
Robert G. Smith
Founder & Chief Investment Officer
Sage Advisory Services
Read Robert's Full Story
Morningstar Direct is a true one-stop shop that provides us with all the data we need in a single source, eliminating the need for other data providers and bringing us a significant cost savings.
Portfolio Manager, Fund Solutions
Johannesburg, South Africa
Read Craig's Full Story
We trust the opinions of Morningstar’s stock and mutual fund analysts to help us understand what our clients already own without having to have a team of 15 of us on staff to do that job.
Capital Advisors, Inc.
Read Keith's Full Story
Why Some New Funds Succeed While Others Fail
Investors seem to love new funds, which draw a majority of global inflows. Morningstar’s Quantitative Research team has identified what influences investor preferences for these new funds and what drives their risk-adjusted returns.
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