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Elevate your investment strategy with institutional-strength data, sophisticated analytics, and independent global research.

What You Need to Make Informed Decisions

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Comprehensive Data
Access data from nearly every investment universe—and integrate it with your own.
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Investment Research
Dig into curated research from one of the largest independent analyst teams in the world.
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Tools for Analysis
Analyze trends and build products with the help of custom peer groups and asset flows.

Take your Strategy to the Next Level

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Global Risk Model
Identify an investment’s true sources of risk using factors from our forward-looking analysis.
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Presentation Studio
Build from a strong analytics foundation to deliver custom proposals and reports for your clients.
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Research Portal
Access the latest investment research and fund evaluations, curated for relevance to your work.
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Asset Allocation
Identify optimal asset-allocation policies and enhance forecasts of future performance.
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Portfolio Construction
Build models and portfolios that reflect how your asset allocation strategies can help meet clients’ goals.
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Peer Analysis
Apply benchmarks, defined data, and ranking analysis to monitor the performance of custom-grouped investments.

Ready to See for Yourself?

Try Morningstar Direct for Asset Management to bring your investment strategies to life.