Related features
Learn about other features of Direct.
Direct Portfolio Management
The portfolio management tool is a way to easily create, edit, and analyse portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive interface.
Institutional investors can spend less time searching for the right tools and more time analysing the data that matters most.
Unified portfolio experience
Direct brings together the portfolio analysis tools you need. Modernise your portfolio analytics by adding both public and private investments in one place for a holistic view.
Direct can save you time, money and resources by eliminating the need for additional technology stacks and data systems.
Easier holdings analysis
Quickly assess the impact of your holdings. Direct makes it easier than ever to see the full impact of holdings and positions in your portfolios.
You can group holdings to assess market exposure, see how holdings interact with one another, and more.
Portfolio construction and optimisation
Long-term planning requires long-term preparation. Stress test your portfolios across market and macroeconomic scenarios to see how they hold up.
Examine a portfolio’s underlying holdings for aspects of risk and exposure to help you anticipate what’s coming so your plans can stay on track.
Portfolio attribution analysis
The best way to improve your allocations is to truly understand who’s performing well and what that really means for your portfolio. See how your decisions contributed to investment results by combining rigorous methodologies with vivid graphics that clarify conclusions.
Direct supports sophisticated analysis at the manager or asset-class level, using a multi-decision hierarchy to model the portfolio decision-making process.
