Morningstar DirectSM Training Resources
Learn more with region-specific resources: Europe, Middle East, Africa, and Asia-Pacific
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
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.
Direct Compass
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.
Direct Compass
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.
Direct Compass
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.
Direct Compass
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.
Direct Compass
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.
Direct Compass
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.
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, visualize 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
Training Events & Archives
Each quarter, we host events to help you get started and learn about features and latest enhancements of Morningstar Direct.
Research & Solutions Events
Morningstar Research and Solution events cover thought leadership and research. Watch on-demand talks or register for an upcoming event.
Latest Product Updates
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.