Morningstar DirectTM centralises our institutional-strength data, proprietary analytics, and in-depth investment research in one platform, optimising your investment process whether you need to select, create, or market investments.
The Foundation you Need for Sophisticated Financial Analysis
Understand your firm's data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, Model Portfolios, Separate Accounts, ETFs, indexes, strategy-level data, ESG data, fixed-income data, and more.
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.
Access our research ratings, moat ratings, and analyst ratings, which are unique to Morningstar. Our innovative analytics and methodologies distill complex information efficiently so you can elevate communication with your clients.
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Meet the Morningstar Direct Lineup
Sustainability Risk Mitigation
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 and Analysis
Build models, portfolios and investment lists using multiple investment vehicles, including funds, ETFs and stocks. 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.
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.
Empower risk forecasting around returns at the fund, models, and accounts level, then surface simple risk visuals to address client concerns. Leverage our advanced portfolio analytics tools to assess potential drivers of portfolio risk, uncover risk factors, and discover return correlations. Then, facilitate meaningful client conversations with our pre-built templates or custom reports to make complex data sets easier to understand.
Tell Your Story
With Presentation Studio, distill complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.
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 preapproved by your compliance team.Learn more ›
More Add-Ons to Differentiate Your Analysis
Advanced Risk Analysis
This deeper look at risk reveals the sources of return in your portfolios and sources of volatility. Explore the potential impact of economic events on investment performance.