Morningstar Direct Webinars

Enhance your expertise through Workshops, available in formats to match your needs. Join live sessions to gain hands-on insights into capabilities and research, or access on-demand recordings to learn at your convenience. These workshops connect you with expert guidance and fresh industry knowledge, helping you make the most of Direct.

Upcoming Webinars

Private Funds and Portfolio Composition Analysis

Master Fund Insights with Morningstar Direct Excel Add-In

On-Demand Webinars

Showing 1 to 12 out of 20

Learn how the AI Assistant answers natural language questions with instant, actionable insights, summarizes complex research into clear takeaways, and helps you create or refine screens, lists, and datasets with full transparency.

New: AI Assistant in Direct

See how Morningstar Direct's new AI Assistant transforms investment research, data retrieval, and dashboard creation. This session will reveal how conversational AI simplifies tasks and empowers you to work quickly and efficiently.

Unlock Morningstar Direct with the AI Assistant

Discover how the New Direct Experience is redefining portfolio management. In this webinar, we’ll showcase the key differences between the classic interface and the new, modern portfolio management workspace: highlighting faster workflows, clearer analytics, and a more intuitive user experience.

Portfolio Management Reimagined

Discover a faster, more intuitive way to create performance reports with Morningstar Direct. Explore dynamic Heat Map Templates, build scalable custom reports, and streamline your reporting and due diligence workflows.

Performance Reporting

See the equity analysis process in action! We’ll showcase how to start with a focused search, apply relevant data, and use AI summaries for quick insights. Compare financials, visualize risk, and learn how to efficiently add findings to lists or models.

Equity Analysis in Action

Ready to make the most of your Direct experience? In this hands-on session, you’ll learn to personalize your homepage, master navigation, learn best practices for searching, and seamlessly import data for portfolio management. Don’t miss out on tips to make your daily tasks easier and more efficient!

Setting up for Success: New Direct Experience

Enhance your executive reporting with cutting-edge tools that effectively communicate fund performance, risk exposure, and portfolio composition. Access a robust suite of reports spanning managed investments and model portfolios. Utilize expertly crafted templates or customize your own to deliver impactful insights and empower informed investment decisions.

Presentation Studio

Dive into Morningstar’s ESG Risk Rating methodology, explore a real-world case study, and demonstrate how to access and leverage these insights using the new Direct experience. This session will help you understand the value of sustainability metrics and how they can enhance your investment decision-making.

Unlocking ESG Insights

How do your funds stand out from the crowd? Join us to explore Morningstar Direct’s New Experience, where you’ll learn to compare funds across fund families, highlight unique strengths, and produce insightful reports with ease.

Competitive Analysis

Streamline portfolio management with New Direct Experience, a modernized interface in Morningstar Direct. It offers a unified, intuitive workspace for portfolio creation, editing, and analysis, enhancing clarity, efficiency, and confidence to help professionals optimize performance, manage risk, and craft compelling investment stories.

Streamlining Fund Research and Manager Due Diligence

Discover how Morningstar Direct’s New Experience empowers you to filter funds, easily construct portfolios, and monitor performance—all in one application. See real-world applications of benchmarks, drafts, and dashboards, and learn how to compare portfolios side by side for deeper analysis.

Research to Results: Portfolio Construction and Performance Monitoring

Discover how to seamlessly integrate Morningstar's comprehensive investment data into Microsoft Excel. Instantly access thousands of data points on funds, stocks, ETFs, and more to power your analysis, build custom models, and unlock new insights. Join us to transform your financial analysis with dynamic, reliable data—right at your fingertips!

Excel Add-in

For additional guidance, email the Morningstar Direct Support team.