Morningstar DirectSM

An Investment Analysis Platform That Elevates the Way You Work

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Optimize the investment process by applying our multi-asset data to advanced portfolio analytics and performance reporting. Make sense of a noisy, evolving market with Morningstar Direct.

Tailored to Your Financial Role

Wealth Management

Wealth Management

Deliver advice built on full visibility into investment holdings and the quality of investments in a client’s portfolio.

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Asset Management

Asset Management

Confidently research, develop, and market differentiated financial products designed to contribute to positive investor outcomes.

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The Foundation you Need for Sophisticated Financial Analysis

Data

data

Understand your firm’s data in context with our global, multi-asset investment database, including historical portfolio holdings, equities, Model Portfolios, CIT’s, Separate Accounts, ETFs, indexes, strategy-level data, ESG data, fixed-income data, and more.

Research

Research

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.

Proprietary Ratings

Proprietary Ratings

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.

Meet the Morningstar Direct Lineup

Peer Analysis and Manager Research

Peer Analysis and Manager Research

Apply benchmarks, defined data, and ranking analysis to monitor the performance of custom-grouped investments and to drive manager selection and peer evaluation.

Sustainability Risk Mitigation

Sustainability Risk Mitigation

Stay ahead of changing investor preferences and risk mitigation strategies with Morningstar’s equity and fund-level data and ratings, latest ESG research findings, and in-practice ideas.

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Portfolio Management Software

Portfolio Management Software

Build models and portfolios to demonstrate how asset-allocation strategies can help meet clients’ goals.

Independent Insights

Independent Insights

With Research Portal, follow topics and analysts to create a curated view of the latest events and thought leadership in the industry.

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Risk Analysis

Risk Analysis

Assess portfolio risk and empower risk forecasting around returns at the firm and competitor level, then surface simple risk visuals to address client concerns.

Consolidated Data

Consolidated Data

Easily toggle between tools like Excel to access the data that’s important to your firm and view it alongside our global investment data to support decision-making.

Tell Your Story

Elevate Communication

Elevate Communication

With Presentation Studio, distill complex investment information into accessible reports and visuals, whether you’re creating financial products or delivering advice.

Amplify Your Message

Amplify Your Message

Add on Report Portal to immediately distribute your collateral to client-facing groups, so the whole team can access custom templates that have been preapproved by your compliance team.

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More Add-Ons to Differentiate Your Value

Global Risk Model

Global Risk Model

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.

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Investor Pulse

Investor Pulse

Dig into asset flows to create targeted sales plans, keep track of investor preferences, and measure yourself against your peers.

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Mercer Alliance

Mercer Alliance

Our alliance with Mercer gives you access to a consolidated universe of strategy-level data mapped onto vehicle data and research, eliminating manual coordination across multiple platforms.

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Ready to See for Yourself?

Transform your business with an investment analysis platform that elevates the way you work.

1Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission.