Morningstar DirectTM Training Resources

Learn more with region-specific resources:  Americas

Get started with the basics to learn about the core fundamentals. Once you’ve mastered the basics, jump right to the role-specific product capabilities designed for asset management or wealth management, or check out advanced skills to build your knowledge.


Basic Skills

Learn about the fundamentals of Morningstar Direct and discover how to build lists, screen for specific investments, create custom data sets, charts, and reports.


Overview

Learn how Morningstar Direct is designed, how its components are organised, and how they interact with each other.


Investment Lists

Create an investment list–manually or by importing the list–to perform comparative analysis and more.


Searches

Screen for specific investments based on the criteria you define to produce manager searches, peer group creation and more. These lists update dynamically over time.


Data Sets

Create a collection of data points to perform specific analyses for your list of investments.


Charts/Reports/Holdings

Learn how to use pre-built charts and reports to analyse investments, view underlying holdings, and communicate your results.


User Preferences

Learn how to configure the platform to your specifications and workflows


Role-Specific Skills

Select the role-types to view the product capability trainings that are best-suited for what you do.


Equity Attribution

Perform equity attribution (single and multiple portfolios) to understand the drivers of performance driven by manager's investment decisions - allocation effect, selection effect, and interaction effect.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Portfolio Management

Learn about portfolio construction capabilities, allowing you to track the performance, risk, and portfolio exposures of your portfolio.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Research Portal

Gain daily coverage of our analysts' research and fund evaluations that are most relevant to your work. See how our independent insights can strengthen the depth of your research.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Total Portfolio Attribution (TPA)

Build total portfolio attribution with model portfolios or fund of funds to identify the performance impact attributable to a strategic asset allocation policy and the potential deviations from policy weights.


Asset Flows

Stay current with global market trends using our comprehensive estimated asset flow and market share data to conduct competitive analysis, develop new products, and market managed investments.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Asset Flows

Stay current with global market trends using our comprehensive estimated asset flow and market share data to conduct competitive analysis, develop new products, and market managed investments.


Equity Attribution

Perform equity attribution (single and multiple portfolios) to understand the drivers of performance driven by manager's investment decisions - allocation effect, selection effect, and interaction effect.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Research Portal

Gain daily coverage of our analysts' research and fund evaluations that are most relevant to your work. See how our independent insights can strengthen the depth of your research.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Total Portfolio Attribution (TPA)

Build total portfolio attribution with fund of funds to identify the performance impact attributable to a strategic asset allocation policy and the potential deviations from policy weights.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Research Portal

Gain daily coverage of our analysts' research and fund evaluations that are most relevant to your work. See how our independent insights can strengthen the depth of your research.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Asset Flows

Stay current with global market trends using our comprehensive estimated asset flow and market share data to conduct competitive analysis, develop new products, and market managed investments.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Research Portal

Gain daily coverage of our analysts' research and fund evaluations that are most relevant to your work. See how our independent insights can strengthen the depth of your research.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Asset Allocation

Learn how to identify optimal asset-allocation policies and forecast wealth, return, and the probability of loss to help meet client goals.


Equity Attribution

Perform equity attribution (single and multiple portfolios) to understand the drivers of performance driven by manager's investment decisions - allocation effect, selection effect, and interaction effect.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Portfolio Management

Learn about portfolio construction capabilities, allowing you to track the performance, risk, and portfolio exposures of your portfolio.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Research Portal

Gain daily coverage of our analysts' research and fund evaluations that are most relevant to your work. See how our independent insights can strengthen the depth of your research.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Total Portfolio Attribution (TPA)

Build total portfolio attribution with model portfolios or fund of funds to identify the performance impact attributable to a strategic asset allocation policy and the potential deviations from policy weights.


Asset Flows

Stay current with global market trends using our comprehensive estimated asset flow and market share data to conduct competitive analysis, develop new products, and market managed investments.


Equity Attribution

Perform equity attribution (single and multiple portfolios) to understand the drivers of performance driven by manager's investment decisions - allocation effect, selection effect, and interaction effect.


Performance Reporting

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection.


Portfolio Management

Learn about portfolio construction capabilities, allowing you to track the performance, risk, and portfolio exposures of your portfolio.


Presentation Studio

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more.


Research Portal

Gain daily coverage of our analysts' research and fund evaluations that are most relevant to your work. See how our independent insights can strengthen the depth of your research.


Scorecard

Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Total Portfolio Attribution (TPA)

Build total portfolio attribution with model portfolios or fund of funds to identify the performance impact attributable to a strategic asset allocation policy and the potential deviations from policy weights.


Advanced Skills

Learn more and build your knowledge and proficiency of Morningstar Direct.


Alerts

Create alerts on investments, portfolios, category changes, and more to stay on top of the latest changes that may determine your next strategy.


Custom Database

Build custom classifications for security types and apply them to the various areas of Morningstar Direct for further analysis.


Excel Add-In

Learn to dynamically retrieve various types of data points from the Morningstar databases within Microsoft Excel so you can easily create additional calculations, formatting or charting.


Note Manager

Document and share investment information with your team members so everyone is well-informed to discuss the topics.


Notebooks (NEW)

Historically, there has not been an easy way to scale analysis, visualise results, and explain methodology all in one place. Now available is Notebooks in Morningstar Direct - an interactive analysis tool - to bring your insights to market much faster.


Sustainable Investing & ESG

Many investors consider environmental, social and governance (ESG) factors in their investment research and decision-making. Learn how to explore the sustainable investing research and data available to you.

Other Morningstar Direct Learning Opportunities

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Training Events & Archives

Each quarter, we host events to help you get started and learn about features and latest enhancements of Morningstar Direct.

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Research & Solutions Events

Morningstar Research and Solution events cover thought leadership and research. Watch on-demand talks or register for an upcoming event.

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Latest Product Updates

Discover our newest product features to help with your daily work.

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Morningstar Community

Find solutions, share ideas, and connect with other investors on community platform.

If you have any questions about training opportunities, contact your customer success manager.