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Built to meet the demands of professional investing, day in and day out

From data feeds and research delivery to comprehensive platforms and advanced analytics, Morningstar Data+Analytics informs and empowers professional investors so they can create great products, deliver great service, and provide great advice. 


When everyone delivers a consistent message based on a single source of truth, every decision every day becomes more efficient, more collaborative, and more impactful.

Direct+Data: Built for the Future of Investing

From readymade platforms to packages built from our universe of parts, we provide seamless access to Morningstar data and a focus on making the everyday work of portfolio managers, product developers, marketers, and analysts efficient and effective.
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Capabilities

Product and Portfolio Construction

Investment data, research, and analysis that help clients create investable products and compelling portfolios. Once offerings are created, we help firms keep pace with the broader markets, track the competition, and present findings to internal and external clients.

Portfolio Analytics and Reporting

User-centric tools that help uncover opportunities, simplify portfolio reporting and monitoring, support risk profiling and compliance, and enable advanced analytics. From there, users can communicate their findings simply and easily and broadcast reports far and wide.

Data Integration and Distribution

These offerings inspire investing decisions around the world and give clients the data they need, when they need it, in the formats they use. Clients work with us to figure out what they want, then build their own feeds or let us bring everything to their doorstep, on schedule and ready to go.    

Due Diligence and Compliance Support

An array of self-serve capabilities for due diligence requirements, Finra-reviewed reports, and fully consultative services that outsource investment research designed to help firms and advisors improve client outcomes and navigate the shifting sands of regulation and compliance.

Morningstar Investment Conference

Every investor evolves, and advisors can't afford to stand still. Learn how to evolve ahead at the Morningstar Investment Conference on June 26-27, 2024 at Navy Pier, Chicago. Free admission for advisors.
Manager Due Diligence and Selection Services are offered by Morningstar Research Services LLC, a subsidiary of Morningstar, Inc. Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with by the U.S. Securities and Exchange Commission. In the European Union, the Manager Due Diligence and Selection Services group is part of Morningstar Investment Management Europe Limited, which is authorized and regulated by the UK Financial Conduct Authority to provide services to professional clients.