Morningstar DirectTM

An Investment Analysis Platform that Elevates the Way You Work

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Strengthen your investment processes and tell your investment story with Morningstar DirectTM – our institutional-grade platform that brings together high-quality investment data, independent research, powerful analytics and flexible reporting on one platform.

The Foundation you Need for Sophisticated Financial Analysis

Data

data

Understand your firm's data in context with our global, multi-asset investment database, including historical fund portfolio holdings, equities, managed portfolios, ETFs, indices, strategy-level data, ESG data, fixed-income data, and more.

Research

Research

Surface global insight grounded in historical context with our independent research, available as it’s being published. Our content1 is curated for your day-to-day needs and includes detailed analysis on markets, equities, and managers.

Proprietary Ratings

Proprietary Ratings

Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distil complex information efficiently so you can elevate communication with your clients.

See our offerings in the AmericasEurope and the Middle East and Asia.

Receive Morningstar Insights

Adviser Spotlight

Subscribe for our monthly insights newsletter for Financial Advisers and Wealth Managers.

Asset Management Quarterly

Subscribe for our quarterly Asset Manager briefing to stay informed on trends in funds management.

Meet the Morningstar Direct Lineup

Peer Analysis and Manager Research
Sustainability Analytics
Portfolio Management
Independent Insights
Portfolio Analysis
Consolidated Data

Peer Analysis and Manager Research

Peer Analysis and Manager Research

Apply benchmarks, define data and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation. Automate reporting to streamline day to day processes.

Sustainability Analytics

Sustainability Analytics

Underscore your value in impact investing with innovative risk mitigation strategies built on the most comprehensive environmental, social, and governance (ESG) data set in the industry. Address market and client demands with Morningstar’s fund, portfolio, and company-level data and ratings, latest ESG research findings and proprietary sustainability ratings.

Portfolio Management

Portfolio Management

Build and customise models and portfolios to meet business and client goals. Our asset allocation strategies set expectations for returns, risk and correlations as inputs, and our auto-allocation tools make it easy to stay aligned to your strategy.

Independent Insights

Independent Insights

Obtain and share market intelligence with your clients using our Research Portal. Subscribe to topics, analysts and investments to create a curated view of the latest events and thought leadership in the industry. Access real-time insights from one of the largest teams of independent analysts in the world, then share that research to back up your decisions.

Portfolio Analysis

portfolio analysis

Leverage our advanced portfolio analytics tools to assess potential drivers of portfolio return and uncover attribution factors. Understand asset allocation and stock selection decisions within funds and models.

Consolidated Data

Consolidated Data

Tailor the view of your investments by creating custom lists and searches to meet your firm’s unique needs. Support decision making by easily toggling between personalised views that are important for your analysis.

Tell Your Story

Elevate Communication

Elevate Communication

With Presentation Studio, distil complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.

Amplify Your Message

Amplify Your Message

Add on Report Portal to immediately distribute collateral to client-facing groups, so the whole team can access custom templates that’s been pre-approved by your compliance team.

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Ready to See for Yourself?

Transform your business with an investment analysis platform that elevates the way you work.

1 Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Australasia Pty Ltd.