Morningstar DirectSM Training Resources

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 organized, 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 analyze 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 & Scorecard

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection. Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Presentation Studio & Report Portal

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more. Add on Report Portal to immediately distribute your collateral to client-facing groups.


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.


Total Portfolio Attribution

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 & Scorecard

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection. Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Presentation Studio & Report Portal

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more. Add on Report Portal to immediately distribute your collateral to client-facing groups.


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 & Scorecard

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection. Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


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.


Performance Reporting & Scorecard

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection. Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Presentation Studio & Report Portal

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more. Add on Report Portal to immediately distribute your collateral to client-facing groups.


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.


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.


Presentation Studio & Report Portal

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more. Add on Report Portal to immediately distribute your collateral to client-facing groups.


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.


Performance Reporting & Scorecard

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


Total Portfolio Attribution

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 & Scorecard

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection. Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


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.


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 & Scorecard

Monitor the performance of custom-grouped investments for peer evaluation and to drive manager selection. Create a scorecard with custom grades for further analysis and a heatmap to communicate your findings.


Presentation Studio & Report Portal

Transform your firm's investment stories into professional, compliance-approved, custom-branded presentations, client statements, and more. Add on Report Portal to immediately distribute your collateral to client-facing groups.


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.


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.


Fixed Income Exposure Analysis Tool

The new Fixed Income Exposure Analysis tool allows you to see how a variety different fixed-income attributes intersect with one another. This detailed information allows you to understand how risk exposures may be amplified or balanced in a fund’s portfolio and more.


Global Risk Model

Perform portfolio risk analysis by tracking every stock’s underlying economic exposure. Proprietary factors, powered by our holdings database, enable forecasting around returns.


Investor Pulse

Explore flows data to see where investors are focused, using our business intelligence tools. Teams can predict likely future outcomes, pinpoint investor trends as they unfold, and so much more.


Note Manager

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


Sustainability & ESG Data

Many investors consider environmental, social, and governance (ESG) factors when deciding where to invest their money. Learn how to explore sustainability investing research and data points available to you.

Other Morningstar Direct Learning Opportunities

Product Training Events

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

Research & Solutions Events

Morningstar Research and Solution events cover thought leadership and research. On-demand talks are also available.

Quarterly Product Updates (sample)

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

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.